Operational Resource Plans

[Namita Mishra]

Dear SPM Users,

Today I would like to hear from you about the process of creating the operational resource plans (RPLNs).

In most of the cases, I have seen these RPLNs are created for a certain %capacity in the beginning of the year for the resource groups. 

Do you manually create these RPLNs in the beginning of the year or is there any other better way to create them?

Looking forward to hear from you.

Thanks,

Namita Mishra

[Uncle Rob]

Of my SPM customers who took on Resource, that's how they've done it.

"Our team is dedicated 50% of its time to operations and 50% to projects.  Therefore I create an operational resource plan for 50% of the team capacity as soon as its convenient".  

BUT

RESOURCE DISTRIBUTION
A few times I've been asked about tinkering with the distribution of that.  Like on a team of 5 they want the 2 juniors to have a significantly higher "weight" of the operational commitment and let 2 of the seniors have much more project availability.

ORP CATEGORIES
Almost everyone pics KTLO or Admin.  My customers have consistently been confused with the number of options in the work type field.

[Namita Mishra]

Hey @Robert Fedoruk,

Great to see the response and if I understood it correct, every time it's a manual task.

Thanks for sharing the challenges especially for the work type options... In my experience I have seen customers using KTLO the most. However, some customers use other options as well.... My suggestion is to keep the operational RPLNs at a higher level such as KTLO because it is a way to

1) keep aside certain percentage of resources / teams / roles capacity for non-project work & 

2) let the PMs see only the remaining capacity for which these resources / teams / roles are available for the project work to avoid over-allocation.

On the other point of distributing the effort across different members -  this is not straight forward. System distributes the effort equally (assuming allocation spread is even) but resource manager can change the allocation from the resource allocation workbench. I agree, it's a tedious job but just thought to share.

Thanks,

Namita Mishra

[Namita Mishra]

Hi @Uncle Rob & all members,

Based on the response, it was clear that every time there is manual effort required to create the operational RPLNs.

I have posted an article to automate the creation of operational RPLN via Flow Designer.

Hope it will save the effort of creating the operational RPLNs manually.

Thank You!

Namita Mishra

[Talya]

Hi @Namita Mishra ,

Our customer wants to track the efforts towards different kinds of operational work type under different operational categories. They doesn't want to log it under KTLO. So I have created the operational categories as per their requirements and I have mapped those operational work type to Time card categories as well.

OOTB, expense lines are created for time cards upon approval only of there is a Operational Resource Plan for that user. 

If Operational Resource Plan is not created then expense lines are not created.

We have users with only timecard user license so they have only time card user role. They doesn't have pps_resource role so they are not part of any Resource Groups. I cannot make them part of any resource groups as they do not have SPM user license.

Please help me how to make these timecards without resource plans create expense lines upon approval?

Thank you,