Quick Reference Card Capacity and Demand Planning via Resource Workbench

Transcription

1 This document outlines the steps for resource managers to allocate their staff to projects. Allocations should be done on a quarterly basis and are reviewed by the portfolio manager and director. managers should only allocate hours for resources that are direct reports. This QRC provides the steps to allocate hours to a project via. Log In to Innotas Go to: Log in using Career Account ID and Password. Accessing s Click Home. Page 1 of 11

2 Click s. Click to filter. Select +My Direct Reports from the drop-down menu. Allocating Hours Click Settings icon. Page 2 of 11

3 For Allocation Units, click Hours radio button. Click OK to save setting changes. NOTE: If you choose to use Headcount, please reference the section below titled Why Don t the Utilization Numbers Match the Allocations for a Given Month? Page 3 of 11

4 Select desired resource Name. This screen is broken out into two sections. The top section displaying My s and the bottom section displays the Allocations for a specific resource. In the My section, c lick to highlight the row for a resource to display Allocations. Add Project to Page 4 of 11

5 To add a project to a resource, click to highlight the row in the My section. Right Click and select Add Staffing Entry. Or Click on Action and select Add Staffing Entry Search for project by clicking Page 5 of 11

6 Table 1 Select desired project name. Click Select. Click Save. NOTE: Start Date will be populated with today s date. End Date will be populated with the planned completion date from the project. Total Hours should be left blank. The project is now added to the resource s Allocations. Page 6 of 11

7 Select Actions in the Allocation section for a resource and select Edit Contours. Or Double click under the month you wish to allocate for a resource. Enter total number of hours to allocate. Click Save. Complete the above steps for each resource. Extending s End Date To allocate hours past the resource s project end date, double click in the month that you wish to add hours. Enter hours and click Save. The End Date will automatically change to the last month you allocated hours. NOTE: DO NOT edit the End Date directly on the resource. If this is done the hours already allocated will be redistributed evenly over the start and end date period. Page 7 of 11

8 Table 2 Calendars The My list (upper section) bases its calculations on the calendar. Utilization percentages are derived from the resource s calendar and is based upon total available hours for the resource. (Hours/Actual Capacity=% Utilization A heat-map coloring system is used to visually display the amount of utilization for a resource. The Allocations Details list (lower section) bases its calculations on the Project Calendar. Reporting Each quarter resource managers should review their staff s Capacity, Allocations and Actuals. The following report displays utilization based on the number of allocated hours versus the number of available hours for each resource and actual hours. Click s. Page 8 of 11

9 Table 3 Quick Reference Card Click Capacity & Demand;. Make the following selections: Detail Level should be - > Project. Unit should be Hours. Select Start Date. PerioNAshould be Months. d Number should be 3. Select the Filter. All supervisors should have their own filter set up. Project Filter should be Show All. Details, check Allocation & Actual Capacity. Totals check Allocation and Actual Capacity. Click Run. Page 9 of 11

10 Report displays Actual Capacity vs. Allocated hours. Hours in Yellow are indicate the allocated hours are % of the resources actual capacity. Hours in Red exceed the resources available hours. Why Don t the Utilization Numbers Match the Allocations for a Given Month? Page 10 of 11

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