Viewing the data / Viewing modes

Viewing the data / Viewing modes

Buttons, modes and icons

  • Left arrow moves you back in time in the resourcing section
  • Home icon brings you to current date
  • Calendar icon allows you to select a specific date
  • Right arrow moves you forward in time

  • NO GROUPING / USER / ROLE / TASK dictates how the data is grouped in the view
  • With TASK selection a pie icon is visualised next to the rows
  • Calculation: actual hours registered for the task / Task's budget
  • CONFIRMED / TENTATIVE dictates which resourcing universe is shown
  • Time modes: DAY / WEEK / MONTH / QUARTER
  • View modes: HOURS / RELATIVE
  • Solid slot = Viewing confirmed resourcing
  • Slot symbolized with an "envelope" = Viewing confirmed resourcing but the slot also has tentative resourcing
  • Slot symbolized with a "diameter" = Viewing tentative resourcing but the slot also has confirmed resourcing


VIEW MODES, TIME MODES & ALLOCATION MODES

In the resourcing views you can select your desired modes for viewing the data. This is done through the top-right of the allocation sections or graphs. Selection will carry over to other views.

VIEW MODES: 
Tentative options are shown only if your environment has tentative allocations (=soft booking) enabled. You can enable it in the  System Settings⁠  as an admin.
  • CONFIRMED
  • CONFIRMED & TENTATIVE
  • TENTATIVE & CONFIRMED
  • TENTATIVE
Whichever mode is mentioned first is selected as your resourcing type as well.

When using the combined viewing modes (CONFIRMED & TENTATIVE or TENTATIVE & CONFIRMED), the first mentioned allocation type is prioritized when showing the allocations in a resourcing slot: an allocation slot can contain both tentative and confirmed allocations at the same time.Note: the total row will always sum up the values shown below it. So, if one project has 80% tentative allocations and another project had 70% confirmed allocations, the combined viewing modes would show a total of 80% + 70% = 150% allocations.
However, if just one single project has 70% confirmed and 100% tentative allocations in the same slot, the total row will show either 70% or 100% depending on which view type is prioritized; but never 170%. This is because both of these allocation types are their own reality; if you were to make the 100% tentative allocations a reality, they would override the 70% confirmed resourcing plan for that slot. The values in the same slot are never summed up together for this particular reason.

ALLOCATION SCALING:
Choose if the allocations are shown in their original values or if the allocation values are scaled based on the project's probability.

TIME MODES: 
  • DAILY
  • WEEKLY
  • MONTHLY
  • QUARTERLY

Daily mode is the only mode where you can see the holidays and non-working days and in which you can also allocate people for holidays and non-working days. For example: if you resource a person for Christmas week in weekly / monthly / quarterly mode, the Christmas holidays are not resourced for the person. However, if you really wish to allocate a person for those holidays, you can do it in daily mode by manually inputting it.

ALLOCATION MODES:
  • HOURS (h) = exact hours
  • RELATIVE (%) = hours in relation to the person's capacity (workday length)
  • DAYS (d) = exact days
  • FTE (full-time equivalent) = a way to measure a company's total workload by converting the hours of all employees (full-time, part-time, and temporary) into the equivalent number of full-time workers.
  • CTE (calendar-time equivalent) = same as FTE but holidays marked to the person's calendar do not diminish the capacity