Plan Resource Capacity

Explanation

Use the Resource Capacity Calculation window for calculating the consumption of resources based on the resource planning or the selected resource forecast for a given project or projects. You select the projects to include, indicate if the calculation consider its resource planning or a selected resource forecast, select early or late dates, and for which period you want the results to be accumulated. A set of the previous definitions is called a calculation and has its own calculation identifier. If you use late dates, you must make sure that all activities with resources connected have late dates defined. The period is either weekly or monthly. When viewing the results in Resource Capacity Summary Graph the period is used as the x-axis. The graph will show you an overview of the consumption of resources for all periods. All resources used can be displayed. When clicking directly at the graph bars, you will receive detailed information about that specific period.

The planning will show you which period is overloaded, and you will find out if you have enough resources for the project(s) defined.

It is important that the resource groups in use have updated information about capacity. Otherwise, you will receive an incorrect result concerning capacity consumption. You can view and enter capacity information using the Resource Group window.

If an activity is outside all capacity periods, available hours are set to zero (0) and all activity hours are set equal to the overload hours. If the activity is partly or totally inside a period, the available hours are set to the total of capacity hours that are located within the resource period(s). The activity hours will be distributed evenly over the resource period. Keep in mind that the resource group also has a calendar and that the calendar is used to filter out workdays and non-workdays. Work will only be carried out on workdays. To prevent problems with resource groups having periods that exceed the calendar, be sure that your calendar is extended enough. It is not possible to distribute hours outside the calendar.

The resource capacity calculation is started in the Resource Capacity Calculation window using the Calculate Resource Capacity menu option. The date generated will be set after a successful calculation. You can recalculate at a later stage, but this will result in overwriting the old results. If you do not want this to happen, you should create a new calculation with the same projects or resource forecasts, date type, and period type.

The calculation can be deleted whenever necessary.

Prerequisites

• Define calendar(s).
• Define resource category(ies).
• Define resource groups with capacity.
• Assign resources to activities and/or create resource forecast

System Effects

• Resource Capacity Calculation/Resource Summary is updated.
• Resource Capacity Calculation/Resource Detail is updated.
• Date Generated is updated to system date

Window

Resource Capacity Calculation
Resource Capacity Summary Graph

Related Window Descriptions

Resource Capacity Calculation
Resource Capacity Summary Graph

Procedure

The planning is performed in Resource Capacity Calculation.

Calculate new

1. Create a new Calculation ID.
2. Select the projects to include in the Projects tab and indicate if the calculation considers its resource planning or a selected resource forecast.
   Note: Alternatively, it is also possible to use Select Batch of Projects to select more than one project.
3. Select dates.
4. Select a period.
5. Save the new calculation configuration.
6. Select the Calculate Resource Capacity option from the menu. (This may take some time.)
7. View the result graphically or inspect Resource Capacity Calculation/Resource Summary and Resource Capacity Calculation/Resource Detail.

Recalculate

1. Select Calculation ID.
2. Change date type.
3. Change period type.
4. Save the calculation.
5. Select the Calculate Resource Capacity option from the menu.
6. View the result graphically or inspect Resource Capacity Calculation/Resource Summary and Resource Capacity Calculation/Resource Detail.

Delete

1. Select Calculation ID.
2. Select the Delete Calculation option from the menu.