My Department MOD009E3B

Introduction

• Resources → Utilization panel → My Department

Information

• In this module, the planning of the selected resources of the department is displayed.

• Here, department managers can distribute the planned efforts of the resources of their departments between the resources.

Details

• When opening the module, the utilization of the department and the department resources is automatically displayed to department managers. For other users a listbox is displayed, from within which the required resource can be selected.

• The utilization diagrams show the utilization of the resources by project code. At department resource level, the accumulated utilization of all resources subordinated to the department resource is displayed. In the utilization diagram, the resource utilization is compared to the resource availability (see Legend).

• The number range below the diagram shows:

  • Line 1: Utilization in %

  • Line 2: Utilization in absolute numbers

  • Line 3: Available capacity

• By clicking on the link in the Project or Task field you switch to the Dashboard or Task module.

Period

• When opening the module the time period is preselected: from = first day of the current month, to = today + 180 days.

• When changing the period to be displayed via the from/to fields, the display of the time scale is automatically adjusted exactly to the period specifications.

Module Variants

Distribute Planning

• Select the source resource (the resource the effort of which is to be reduced) and expand the tree structure.

• All projects and tasks for which this resource is scheduled are displayed.

  • The tasks are displayed sorted by their calculated end dates (Calc. end).

• For the required project, add a new resource to which the effort from the source resource is to be distributed. To do so,

  • right-click on the project and select the Insert → New resource context menu command. or

  • click on the plus button.

    • Select the target resource from the listbox in the inserted line in the Resource name field.

      • If the logged-on user is allowed to access the resources of other departments (for this purpose, please refer to Access rights), they will be available for selection as target resources in the resource listbox as well.

• Enter the effort value to be distributed in the value to be distributed field.

• Click on the Distribute effort button in the action bar.

• Confirm the Distribute resource effort? message with Yes.

• The effort values of the source and target resource will be changed.

Notes

• Currently, the distribution of the effort from a resource with a PM_load profile can only be carried out manually in the Schedule module.

• If the value to be distributed is too high, the following message will be displayed: The initial value to be distributed has been exceeded.

• After distribution, the module will be refreshed and the current values will be displayed.

• If you mark one or several tasks, only the effort of the resources of the marked tasks is distributed.

• In the task line in the Remaining effort, Actual effort, Calc. start and Calc. end fields, effort and dates of the resource assignment will be displayed.

• The target resource needs to be different from the source resource and have periods. Otherwise it is not applied and an alert is displayed.

Legend: Histogram

Symbol	Meaning	Color	Comment
	Planned load (remaining load) of the resource(s) in projects	The color of the bar is determined by the code of the projects. Code A Code B Code C Code D Code E	The Code of the planning objects is set or changed in the respective core data module. The values for the histogram bars are each calculated from the Summarized planned code 1 to Summarized planned code 5 columns.
	Actual load of the resource(s)		The values for the histogram bar will be determined from the Summarized used column from the period records of the resource(s) (DT468). The values in the period records again stem from the time recording of the resources (DT472).
	Available capacity of the resource(s)		The values for the histogram bar will be determined from the Summarized available capacity column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet. The limiting line at the top of the bar will remain visible despite of overlapping by load data.
	Basic load of the resource(s)		The values for the histogram bar will be determined from the Basic load (factor value 3) column from the period records of the resource(s) (DT468). The value in DT468, however, comes from the general Available capacity defined for the resource in the Resource Data Sheet. The limiting line at the top of the bar will remain visible despite of overlapping by load data.
or 20h	Overload of the resource		The overload percentage value displayed in the red bar or the absolute overload displayed as a red number will be determined from the availability of the resource (Summarized available capacity) and its planned loads (Summarized planned).

Legend: Bar diagram (task)

Symbol	Meaning	Color	Comment
	Task requested dates		Requested start and Requested end of a task are defined in the Schedule module.
	Calculated dates of the selected resource for the selected task in the selected project.	Upper part of the bar: The color of the bar is determined by the code of the respective project For the meaning of the individual code colors, see the histogram legend. Lower part of the bar: Uncritical tasks Critical task	Calc. start and Calc. End of a resource in a task (resource assignment) is calculated by clicking on the Calculate Schedule button. Uncritical means: Total float > 0 Critical means: Total float <= 0 Since in PLANTA project the definition of requested dates on tasks leads to Total float = 0, tasks which do not necessarily lie on the critical path can be critical as well.
	Actual dates of the selected resource for the selected task in the selected project.	The bar is hatched in white.	Actual start and last Latest time recording date of a resource in a task (resource assignment) will be calculated from the recorded hours worked of the corresponding resource (DT472) or they are edited manually.
	Latest task dates		Calc. start and Calc. end of a task are calculated by clicking on the Calculated Schedule button.
	Task delay		A delay exists if Calc. end of a master milestone is later than its Latest end.