The Resource Planning List page allows you to plan and manage your resources. It provides a snapshot of all your team members and the projects they are working on. The cost, required effort, committed effort and the duration of the projects are also displayed. You can use this to view resources that are over-committed or underutilized. Your resource plan, the resource plan for all resources, and the approvals that are pending your approval can be accessed through the Resource Planning page.
To access the Resource Planning page, from the Top Navigation bar select Go To > Resources > Planning. You can edit the team member information, view and edit the finances associated with the resource, and reassign activities from the Actions menu.
Use the Quick Access Display icon to change the resource plan broken down into months or weeks, and to select the frequency plan columns (Capacity, Requested, Committed, Total Demand, and Percent Allocations/Approvals) to display.
The following fields are displayed on the Resource Planning page:
Resource Capacity. The number of working hours per week by a resource divided by the number of working days per week.
Example: If a user works 40 hours a week, there are 5 work days in a week and 22 working days in a month, then the capacity for the resource for that month is 40/5* 22= 176 hours. Resource capacity is fixed and the number of work days in EnterpriseTrack is fixed at 5. General calendar holidays and non-working days do not affect resource capacity.
Pending/Unapproved Requested Effort for Resources. It is the sum of the demand for a role or resource in the form of allocations from projects.
Approved/Committed Effort for Resources. When Requested Effort (RQ) is approved it becomes Committed Effort and RQ can be approved is full or partial. If a resource role doesn't require an approved then as soon as effort is allocated it becomes committed effort.
Total Demand (RQ+CM). It is the sum of Requested Effort (RQ) for a role or resource and the Committed Effort (CM).
Requested Effort as a percent of Capacity.
Committed Effort as a percent of Capacity.
Total Demand as a percent of Capacity.
Planned Effort for Resources. The sum of an individual resource's planned effort for each assigned task for a given time period. It is not double-counted when rolled up by resource or role.
Example: If John Smith plans to work 110 hours as a DBA and 40hrs as a Unix Administrator for the month of January, then the PL for John for the month of January is 110 +40 = 150 hrs. If Mary Jane plans to work 100 hrs as a DBA in the month of January then the PL for DBA is 110 + 100= 210 hrs. The PL for Mary is 100 hrs. The PL for Unix Administrator is 40 hrs.
Actual Effort. The sum of the actual effort by a resource for a given time period. This can come from timesheets. No double counting is done when rolled up by resource or role.
Example: If John Smith has worked 93 hrs as a DBA and 45 hrs as a Unix Administrator in January, then the AC for John is 93+45 = 138 hrs. If Mary Jane worked 97 hrs. as DBA in January, then the AC for Mary is 97. The AC for DBA is 93+97=190 and the AC for Unix Administrator is 45.
Actual Utilization.
Reassigning Activities
To reassign an activity to another team member do the following:
Working with Resource Calendars
Viewing Resource Listing Details
Approving Resources and Requests
Legal Notices
Copyright © 2000, 2016,
Oracle and/or its affiliates. All rights reserved.
Last Published Wednesday, November 30, 2016