Question about Resource management allocation in project and project tasks

albertomelero · ‎11-09-2016

Hello,

if I have a resource plan which i've created on a demand and it was moved to a project creating a project, now I have a resource plan in the project (silly, but that is .

But, what's the matter if I want to assign the resources to the new project tasks that I've created when I was modeling the project?. I mean, if I have, e.g a resource with 40 ours assigned (hard) to a project in one week, and I create (because I need to create another R.Plan to the new project tasks, don't I ? ) another Resource plan to the new project task, it would mean that I have an overbooked of 40hours (40+40) for this resource.

I don't know if I am clear, but is there any way to do this without having "80" hours booked for this resource.

Many thanks in advance,!!!!

kellykaufmann · ‎11-10-2016

Are you asking if you need to create a Resource Plan against project tasks after a Resource Plan is created for a Demand and carried to that project? No, you do not need to create another RPLN for that project/project tasks. It's currently meant to be at the more general level for planning. However, if you are looking for easy estimating & tracking at the task level, in the Project Schedule you may want to leverage 'Assigned to' plus the 'Planned' fields like 'Planned Effort'. Then compare that against the actuals for better future forecasting.

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alexandreadam · ‎11-16-2016

Hello Miss Kaufmann,

Can you indicate me the best way to affect one resource to a project task deriving from a resource plan (Initially created at the demand stage)?

Thank you very much

Alexandre ADAM

ITSMgal · ‎11-16-2016

Alexandre,

If I'm understanding you correctly, you are looking for the assigned to field to only contain the users who are planned for in the resource plan, is that correct?

This is a new feature in the Istanbul release (scheduled for December of this year). In order to get this to work today, you would have to write and advanced qualifier script which collects the user names from the resource plans and populates the assigned to field.

Hope this helps.

Emily

nateweldon · ‎01-19-2017

Hi All, I'm currently running up against this same issue. I'm setting up PPM for a professional services firm and resource plans at the project level don't give the granularity necessary to make good resourcing and hiring decisions since everything is peanut butter spead. My initial rollout will require PMs to do resource planning at a summary task level for larger chunks of work, like we know there are two developers at FTE for the middle of the project.

Ideally, we want to create a customization that allows us to keep the resource plan at the project level since that's where we want time tracked, but then have a function that redoes the allocations to coincide with task assignment durations or task planned effort. This will also require tasks that have multiple people assigned to have subtasks to accomodate the hours.