any issue with a user being in multiple resource groups?

[Les1]

Is there any functionality issue with users being in multiple Resource Groups versus having no overlap in resource groups of group membership.

i'm getting reports about potential issues in reporting with not getting accurate allocation/capacity data, but just wondering if ITBM Resource Management has any issue with having users in more than one resource group or maybe the user just needs help with their report.

I appreciate your feedback thank you

[Michael Jones -]

There can potentially be an issue, depending on your configuration and how you manage resource plans and resources. For instance, if resource plans are created for multiple groups that share members, when looking at availability (for planning) you might not realize that the same resource represents a portion of the available capacity across multiple requests. I've also seen a few issues where Operational Resource Plans are created at the group level, which means that a member of multiple groups might have plans that "stack" and falsely represent reduced capacity. 

That being said, generally speaking, I think it's common to have resources that belong to multiple resource groups and there isn't a fundamental issue with that approach. I'd probably recommend following up with whoever reported the issue and take a look at a couple of examples to see if you can identify a real issue. 

The devil is always in the details!

I hope this helps!

If this was helpful or correct, please be kind and remember to click appropriately!

Michael Jones - Proud member of the CloudPires team!

[Les1]

Thanks Michael, that is helpful. I would have expected that the application would weight a User's capacity more than "group capacities" and thus perhaps avoid the error in planning but maybe we're just not quite there yet. e.g. if a user IS allocated for a given week then that should automatically offset availability for that user regardless of if the allocation request is at User or Group (so for the Group they wouldnt show full capacity as one of the members has already been allocated).  

[Jon Miller1 · Accepted solution]

We ran into several reporting and functional issues when users are in multiple resource groups. The main issue being that, if a resource is in two groups, their capacity is effectively doubled. We configured our resource groups to exactly mirror the organizational structure and then used resource roles and skills to allow resources to be selected more accurately.

[Les1]

Thanks Jon, very helpful to get another user's experience to help reinforce what i'm observing!

we are now going to 'resource only' groups vs multipurposing incident assignment groups as resource groups to avoid the group member duplication, aligning to org chart like you mentioned. we now have the subsequent issue of if Resource Plans had been created/allocated, to change the group means it cancels the plan and requests new. And this is probably the right way for it to happen, and it does keep the original resource plan definition, but we believe it isnt able to bring across any manual adjustments to particular weeks after allocation.