Hi all,
I can't figure out the correct way of how to perform a change correctly on an allocated resource, without messing up my cost-plans, planned and actual costs. This change on allocation is generally happens when either of the following two circumstances occur:
- The (project)task the resource is assigned to appears to take shorter than expected (note: resource plan is for the set period in allocated state, for automatic creation of timecards) --> therefore the current resource plan needs to be changed:
- Planned end date of the resource plan needs to be changed to an earlier date e.g. ( was 25-11-16 now 15-11-16 )
- And, assigned hours needs to be changed ( was 100 hours for set period, now period is shorter and therefore only 75 hours need to be allocated )
- The (project)task the resource is assigned to appears to take longer than expected
- Planned end date needs to be moved to a further date e.g. ( was 25-11-16 now 17-12-16 )
- This elongation of the resource causes an increase in hours that need to be allocated ( was 100 now 150 )
Options I have tested to perform wished changes:
- Cancel the resourceplan and re-plan the resource for wished allocation.
- This doesn't work, all hard bookings change to soft over the whole duration of the resourceplan (also the one in the past),
- Information on actual hours used is lost, as well as financials are messed up
- Messing around in the resource-workbench
- Not clear what happens when re-allocating with both financials and used hours
I would greatly appreciate your help. My overall goal is to: maintain information of the resource in the past (both hours and financially). And easily change a current resourceplan for another wished duration or the amount of hours.
Thanks again!
