Operational Plans not overriding existing Allocations
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
04-29-2025 06:24 AM - edited 04-29-2025 06:25 AM
As far as I can see, if an operational plan gets created for a user after that user has been given an allocation to do work (eg on a project task), the operational plan does not seem to have the ability to remove or reset existing allocations, force recalculations or even notify PM's of the conflict. I'm aware that the 'calendar event' record has some functionality to refresh allocations, but this does not seem to apply to Operational Plans created directly from the Resource Plan form.
Is there another way Resource Managers could update allocated user resource availability to show that a user is now taking leave at a given time? #Resource Management
- Labels:
-
Project Portfolio Management
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
3 weeks ago
@phil_bool_unifi Did you find Anything ?
@Luis Ataide Can you help answer this; am having same issue? Thanks
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
2 weeks ago
Hi @phil_bool_unifi and @Fuki,
Recommend exploring and migrating to the new resource management capability. It provides project managers and resource managers to identify overallocated resources and act to solve the conflict: Quick Start Guide for Resource Management
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
a week ago - last edited a week ago
Hey @Luis Ataide , I really appreciate that new functionality (although out of habit I've referred to operational plan in my question rather than assignment - my mistake!). I love the way it helps us spot overallocations - it's a huge benefit.
However, Project Managers that see their resource assignment has been assigned to a user may not check back regularly to see if that assignee is now overallocated at that time.
I've not found any easy way to capture overlaps caused by the later insertion of an Operational Assignment. My ideal solution would be a check done on each user as an operational assignment is inserted, and if any user has overlapping assignments that take his/her capacity past a threshold (eg 100%) then that triggers a notification to the project manager / demand manager owning the work (where known). I've had a stab at this myself, but it's complex and I haven't had the time to fine tune it. It's difficult to prevent duplicate notifications, or to manage operational assignments that aren't for a full FTE
