Utilization by Skills MOD009BJQ

Access

• Multi-Project Management → Project Planning → Multi-Project Board panel → Utilization by Skills
• Resource Management → Reports → Multi-Project Board panel → Utilization by Skills

Information

• In this module, the current utilization of resources by skills is displayed.
  • Only resources which the current user is allowed to see according to his/her rights are displayed under the respective skill. For further information on rights management, see here.

Details

• If the department resource itself has overload, it will be shown in red color below the utilization diagram of this resource.
• The overloads of the individual resources of the department are not shown as long as they are compensated by other resources. If, however, the sum of the overloads of individual resources causes overload for the department, the overload of the department will be shown as well.
  
  • By expanding the tree structure on the Overload text (in red color as well) or by double-clicking on an overload number in the diagram, you can open the subarea of the same name in which the causes (projects) of the overload are displayed. Here, overloads are displayed in hours. This may possibly lead to rounding differences in the displayed overload values. It may also occur that no overload value in days is displayed below the diagram, although an overload record is available, as is the case, e.g., for overload values of less than one day.

• The causes of utilization (projects and tasks for which the resource is planned or for which he or she has already worked) can be displayed by opening the tree structure on the respective resource.
• On project and task level, Remaining effort, Calculated start date, and Calculated end date of the respective resources are displayed.
• In the scale area, resource dates per project and task are additionally represented in a Gantt chart.
• By clicking on the ID of the required project, you can switch to the corresponding Project panel, in which you can edit or have a look at the project data depending on your user rights.

To be considered

• PLANTA recommends to carry out a replanning of all projects before viewing the utilization diagram, especially if changes have been made to the resource structure.

Module Variants

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 is defined in the Project Core Data of the respective project. 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, however, stem from the working 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).

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.	The color of the bar will be determined by the code of the respective project. For the meaning of the individual code colors, see the histogram scale.	Calc. start and Calc. end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.
	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 will be edited manually.
	Latest task dates		Latest start and Latest end of a resource in a task (resource assignment) are calculated by clicking on the calculation button in the toolbar or by selecting the respective menu item.