Calculation/Logic in Resource Availability report?

Dhiren Aghera · ‎04-01-2020

I am exploring the Resource Management module in my personal instance for providing a solution to my organisation. I am struggling to understand the Resource availability report within Resource management. I have two dummy resource created with the same properties, however, when I run the Resource availability report it shows different weekly hours. Can someone please help me understand what I am missing to understand here and how are the hours calculated.

Screenshot 1 - Project Manager 1 USI

Screenshot 2 - Project Manager 2 USI

abhinaykumar · ‎04-13-2020

Hi @Dhiren Aghera

Have you checked user_has_schedule table entries for these 2users?

If there are no entries in above table then OOTB 'Resource Management Schedule' will be applied for every user(8hours per day). This will be derived from 'com.snc.resource_management.default_schedule' property.

Ideally when aggregates are generated for new user then considering this schedule(40hours per week will be generated).

So, In your instance there is a change in schedule for Project Manager 1 USI before generating aggregates Or change in hours in default schedule.

Find default schedule and figure out the scheduled hours per day by checking schedule entries in 'cmn_schedule' table of that record.

Then click on 'Update Resource Capacity' link available in user record in Resource Manager View for both users. It will update the aggregates and makes in sync with schedule.

If my answer was able to solve your query please mark it as Helpful & Correct.

Thanks,

abhinay kumar nandagiri.

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Dhiren Aghera · ‎04-13-2020

Thanks, Abhinay for digging in. This was helpful. Still, somehow I feel that the availability report is not showing it to me correctly.

If you look at PM1 weekly hours then it is showing 40Hrs. But FTE shown is 0.89 & person-days is shown as 4.44. If you look at availability hours then it should show FTE as 1 and person-days as 5 isn't. Not able to understand what am I missing here. See screenshots below.

abhinaykumar · ‎04-13-2020

Hi @Dhiren Aghera

Conversion of hours to fte/mandays is dependent on average daily fte value. As per the fte and mandays values you shared, it is 9.

Average daily value for user is derived from 'average_daily_fte' field at user record, if it is blank check in 'com.snc.resource_management.average_daily_fte' property.

It is advisable that average daily fte value should be in sync with schedule hours per day. Changing it to scheduled hours will result in correct fte and man days.

I hope this will fix your issues.

Thanks,

Abhinay kumar nandagiri.

Dhiren Aghera · ‎04-13-2020

This helps Abhinay.

Also I have a parent group within that I have two groups. I am able to see resource reports for the child groups individually, however for the Parent group I am not able to see the reports? Is this an expected behaviour? How do I look at overall team capacity & allocation?

abhinaykumar · ‎04-14-2020

Hi @Dhiren Aghera

Currently we don't a way to look at all the child groups with parent group in resource reports.

It will show data for only users who belong to particular selected group.

Thanks,

Abhinay kumar nandagiri.

Dhiren Aghera · ‎04-14-2020

Hi Abhinay,

This is my use case -

Child Group 1 - Onshore team - 5 members

Child Group 2- Offshore team - 4 members

Parent Group - Child Group 1 + Child Group 2

So with this, I am able to generate reports for resource availability for child groups.

But if I want to look at overall team resource availability, how do I have that view?

Any probable solution to achieve this?