Using this key module you can now view the effort (demand) associated with projects and the availability (or utilization) of the corresponding Resources (or Roles) side by side on the same screen. The What-if screen allows you to create scenarios where you can try out numerous what-if edits, in a dynamic and interactive way, to gauge the impact these changes will make on your projects or resource availability. The changes you can make include shifting delaying the projects/proposals; canceling projects/proposals and changing the required effort for a particular time period. These changes can be done at the Project level, the role level or at the resource level.
Each scenario starts off with setting filters that you can use to select a set of projects and proposals that are of interest. On the What-if screens you can view a comprehensive list of all resources associated with the projects that met you filter criteria. The resource requirements (effort, costs) of these projects and proposals (by month or week) are displayed in aggregate. You can drill down by expanding the lists.
Two views are shown – one by Resource at the top level and one by Role at the top level. Note that the What-if module only shows the efforts from the Allocation slots on the Projects and not from the efforts on resources assigned to activities in the WBS. You can create multiple such scenarios for comparison and you can share them with other team members. You can also refresh the scenario to reload real-time proposals/projects and role/resource allocations.
Note: The changes you make to projects in the What-If screen will not affect your actual projects.
The following list describes the menus, and control options you will see on the What-if View Scenarios screen:
You will see the tabs listed below on the What-if View screen when you create or edit a scenario. The active tab is highlighted, and when you are in the Edit mode, the tab you are editing is highlighted. You can navigate to the other tabs but you can only edit the highlighted tab. The cells you can edit are highlighted in pink.
Parameters/Controls | Description |
---|---|
Select date | You can select the date you want to view from within the time frame you set in the To and From Date filter. |
| Allows you to page through columns. If you selected 6 columns per page and you have more than 6 columns then this clicking on this scroll buttons allows you to view the other columns by going to the next page. Both the top and bottom grids are always aligned by month (or week) even when they have different columns based on your filter settings. |
| Expand and collapse a row. |
Priority | The priority number of the project. This number comes from the evaluation score of the proposal. |
Exclude | Shows projects or resources that are excluded. In the edit mode you can check this column to exclude a resource out of a project. |
Shift | Allows you to shift a project by weeks or months. |
E | The Allocation Effort. It is determined by the filters Include Requested Allocation and Include Committed Allocation. You can set it either one or both these filters. |
CP
| The total capacity. |
U% | The total utilization as a percentage. |
A | The resource availability. |
A% | Availability percentage. |
Cost | The associate cost. |
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Last Published Thursday, December 01, 2016