Introduction

Objective of this tutorial

  • To introduce first-time users to the different resource planning options in PLANTA project and PLANTA portfolio and to its general functionality.

Please note:

  • All exercises are based on the PLANTA demo data. This demo data must be installed beforehand.
  • Master data, such as calendar, resources, users, hourly rates, etc. is already set up in the demo data. This tutorial does not cover the definition of master data (for this, see Master Data Entry). The objective of this tutorial is rather to describe resource planning options.
  • The screen shots used in this tutorial are mere examples of functions and may differ from the actual layout in the program.

Multi-Project Manager (r41): Project Creation and Planning

Create a Project

Task

  • Multi-project manager Georg Hart has an idea for an important new IT project and he would like to plan it in order to see whether the required resources are currently available.
  • For this purpose, he first creates the project in PLANTA project.

Procedure

  • Open the PLANTA project client.
  • Log in with user "r41” (without a password).
  • Click on the New project button or select Multi-Project Management → Project Planning → New Project in the user menu.
    • The Project panel with the activated Project Core Data module is opened.
    • Enter a project name (e.g. "IT Project").
    • Georg Hart is automatically entered in the Manager field. Do not change the entry, for he is to be the responsible project manager of the new project.
    • Set the Requested start date to one month from today.
    • Save. Result:

Create Schedule

Task

  • Georg Hart wants to create an outline schedule for the project and for this purpose he wants to use a schedule template from a template project.

Procedure

  • Switch to the Schedule module.
  • Answer the Do you want to copy a schedule? with Yes.
  • Select the GP1 Outline phase plan for IT project schedule template from the listbox in the Copy Schedule module.
  • Click on the Copy schedule button.
  • Result:

Task

  • Georg Hart wants to adjust the schedule for his new project yet a bit further in terms of its duration.

Procedure

  • Adjust the values of the individual tasks in the Remaining duration field as follows:
    • Conception: 10 d
    • Realization: 25 d
    • Roll out: 20 d
  • Save.
  • Click on the Calculate schedule button in the toolbar.

Assign Resources

Task

  • The selected schedule template already contains resource assignments. Georg Hart wants to adjust them according to the requirements of his project.
  • The Application development and System technology departments are to be involved in his project.
  • The multi-project manager wants to delete resources which are not required and wants to allocate the planned effort to the resources involved instead.

Procedure

  • Expand task 1 Conception.

  • Mark all resources except Application development and click on Delete in the toolbar.
  • Confirm the dialog message with Yes.
  • Enter the value of “150” (= 150 hours) in the Remaining effort field for the Application development resource.
  • Save.
  • Delete all resources under task 2 Realization except Application development and System technology.
  • Enter the following Remaining effort values:
    • Application development: 450 h
    • System technology: 50 h
  • Save.
  • Delete the resource assignment under task 3 Roll out.
  • Right-click on task 3 Roll out to open the context menu and select the Assign resources entry.
    • The Assign Resources module is opened.
    • Activate the checkbox of the Application development and System technology departments.
    • Click on the Assign selected objects button.
    • Enter the estimated effort of 50 for both departments in the Remaining effort field.
  • Save.
  • Result:

  • Click on the Calculate schedule button in the toolbar.
  • Result: The dates are calculated, the planned effort is distributed over the planned duration and existing overloads are identified.

Check Resource Utilization

Task

  • After the calculation of his schedule, Georg Hart noted that overloads are identified.
  • He wants to take a closer look at these overloads and wants to verify in which projects the departments are planned.

Procedure

  • In the Schedule module by clicking on the burger symbol in the module tab in the With loads or Entire schedule module variant of the module.
  • In the middle window, scroll to the right side until the Overload column is displayed.
    • If a resource is overloaded, the overload is displayed in the Overload column of the same name in red font.
  • Georg Hart sees that an overload is indicated for the Application development department of Georg Hart.

  • He wants to take a closer look at the utilization of the Application development department in other projects.
  • To do so, he has two options.
    • 1) He can either only open the utilization of a selected department directly from the schedule. To do so,
      • right-click on the department resource and select the Display utilization command from the context menu.
      • The Utilization with Cause module is opened and utilization is displayed per week.

  • 2) Alternatively he can have a look at the utilization of all departments. To do so,

  • The multi-project manager sees that his new project causes the overload in the Application development department.
  • Since Georg Hart, however, considers the project he has planned to be very important for the company, he wants to contact the portfolio manager and ask her to include the project in the portfolio and to check whether another project can be moved in order to relieve the department so that it can implement the new project.

Portfolio Manager (r70): Portfolio Assignment and Resource Simulation

Assign Project to a Portfolio

Task

  • Portfolio manager Wera Heine wants to assign Georg Hart’s new project to the IT and ORG Portfolio portfolio and subsequently he wants to carry out a resource simulation.

Assign project to the portfolio

  • Open a new PLANTA project client.
  • Log in with Wera Heine’s “r70” user (without a password).
  • The Multi-Portfolio Board is automatically opened, displaying Portfolios module.
    • Click on ID "IT00001" to open the IT and ORG portfolio and subsequently click on the Planning Objects module tab to open the module of the same name.
  • In the Planning Objects module, the portfolio manager clicks on the Assign planning object(s) button
    • The Assign Planning Objects to the Portfolio module is opened.
    • Activate the Select checkbox in the record of the new proposal in the Planning objects without portfolio assignment area and click on the Assign selected button.

  • The IT Project project is now assigned to the portfolio and is displayed in the Planning Objects module.

Carry Out Resource Simulation

Task

  • Georg Hart has informed Wera Heine that his new project causes an overload in the Application development department.
  • Wera Heine therefore wants to carry out a simulation in the IT and ORG Portfolio portfolio now to check whether this overload can be avoided by postponement.
    • With a simulation, different utilization and date scenarios can be simulated in order to be able to implement the projects of the portfolio with optimized utilization of the resources.

Procedure

  • Click on the Simulations tab to switch to the module of the same name.
  • Click on the Create simulation button and confirm the message by clicking on OK.

  • The data of the planning objects of the portfolio are copied to a simulation environment and the Simulation module is opened.
  • In the Planning objects area, all planning objects of the portfolio are listed in table form.
  • In the Date scale area, the respective date bars of the planning objects are displayed, including the bar of Georg Hart’s new project.

  • Since the new project has code E and is colored orange, it immediately contrasts with other projects. If, however, another code has been assigned to the project upfront, so that the color of the project bar is, e.g., within the green-blue color scheme, simulation provides a means to change the project color in order to highlight the project for better visual recognition.
    • Change the color in the Color in simulation field in the Planning Objects area in the line of project 000004 IT Project (e.g. to PLANTA Lemon).
    • Save. Result: The project bar below the scale receives a new coloration.

  • In the Departments area, the red traffic lights tell Wera Heine that there is an overload in the Application development department:

  • In order to have a closer look at the utilization, click on the Display utilization diagram button next to the traffic lights.

  • The utilization diagram of the Application development department is displayed.
  • It is apparent that the new project (identifiable by its lemon yellow color) causes the overload in two months.

Each chart column shows the utilization of the department in projects by project priority. I.e. the projects with the highest priority are at the very bottom, those with the lowest priority are at the very top. Since new projects are created with a priority of 999, Georg Hart’s project is displayed at the very top of the Gantt chart.

Task

  • Since multi-project manager Georg Hart has indicated that his new project is very important, Wera Heine wants to adjust the priority of the project.

Procedure

  • Go back to the Simulation module and change the priority of the project in the Priority field in the Planning objects area to "105".
    • The system maintenance projects (e.g. S+W 20XX) have the highest priority by default. Since the S + W 20XX project has a priority of “100”, Wera Heine chooses “105” as a value for the new project.
  • Save.
  • In the date scale, the alignment of the project bars is adjusted to map the new priority:

  • Open the utilization diagram of the Application development department again.
  • The changed priority is also mapped in the Gantt chart:

Task

  • Wera Heine reflects on whether a project could be moved in the portfolio in order to reduce overload in the period in question.
  • Upon consulting the utilization diagram, she has noticed that in the month in which the overload incurs the Application development department is also planned in the PL-PORTFOLIO project.
  • Since this project has a lower priority than the new project and since the project has not been started yet, she wants to move it in order to make department capacity available for the new project.

Procedure

  • Click on the PL-PORTFOLIO project in the Date scale area and move it back by three months via Drag&Drop.
  • Save.
  • Result: The Application development department is no longer overloaded.

  • Wera Heine is satisfied with this solution and wants to define this simulation as a road map.
    • To do so, click on the Define simulation as a road map button and confirm the dialog message by clicking on Yes.
  • Subsequently, Wera Heine contacts the project manager of the PL-PORTFOLIO project to inform him about the new dates. She then contacts Georg Hart to inform him that his project can be realized within the required period.

Project Manager of the Moved Project (r40): Adjust Dates

Task

  • Portfolio manager Wera Heine has informed the project manager of the PL-PORTFOLIO project, Max Hansen, that his project must be postponed.
  • Max Hansen therefore wants to adjust the dates of the project to the road map of the portfolio.

Procedure

  • Open a new PLANTA project client.
  • Log in with Max Hansen’s "r40" user (without a password).
  • The Employee Board with the Time Recording function is opened automatically.
  • Click on the My Planning Objects tab to switch to the module of the same name.
  • Click on the PL-PORTFOLIO ID in the My Main Projects area.
  • The Dashboard of the project is opened.
  • Click on the Project Core Data tab to switch to the module of the same name.
  • In the Key dates area, only the road map dates defined by the portfolio manager are displayed:

  • Apply the new Requested start by copying it from the road map field.
  • Save.
  • Recalculate the schedule by clicking on the Calculate schedule button.

Multi-Project Manager (r41): Check Utilization and Submit Project Planning

Task

  • Georg Hart has received the information that his new project can be implemented in the required period and that another project was moved in order to free up department capacity for the new project. Hence, no overload will incur in the new project.
  • The multi-project manager wants to carry out a replanning to update the utilization data in his project and to subsequently consign the project to an experienced project manager for detailed planning.

Procedure

  • Open the PLANTA project client.
  • Login with user name "r41" for Georg Hart.
  • Switch to the Replanning (Calculation of all Planning Objects) module via Multi-Project Management → Project Planning
  • Click on the Replanning button.
    • When the Replanning completed message is displayed in the status bar, close the module.
  • Open the Schedule of the IT Project project.
  • The overload has now disappeared:

  • Click on the Project Core Data tab to switch to the module of the same name.
  • Select resource Ronja Koch in the Manager field.
  • Save.
  • A dialog message will be displayed. Select the Assign new manager stakeholder additively option here, since Georg Hart wants to remain involved in the project.
  • Ronja Koch is now the new project manager of the IT Project project now and can start to plan the project in detail.