#9: Resource Planner

Contents
  1. Definitions
  2. Motivation
  3. Proposal
  4. Participants
by Jean-Paul Ladage — last modified Jan 22, 2010 06:29 AM

The project leader has to have insight in the amount of work assigned to each employee for the coming periode.

Proposed by
jladage
Seconded by
mirella
Proposal type
User interface
Assigned to release
State
in-progress

Definitions

Project
The number of hours in the project column is the total sum of all open and todo tasks assigned to a single user. In case of assignment to multiple users the estimate is divided evenly over the number os assignees.
Total
The total number of hours assigned to each employee in each project.
available
available hours is the total sum of available hours the employee can work on billable work.

Motivation

Currently during an iteration meeting the team starts adding tasks and estimate those. Each employee get's a nice overview of open tasks assigned to him. But the project leader has no insight in this information about the whole team.


Proposal

Since we don't plan task an a certain day to be done, we want to show this information per iteration. Employees can work on multiple projects so the team leader should see the planning per project as well.

Current Iteration

Employee
Project a
project b
Total
available
Reinout20
25
45
50
Maurits
 16
 8
 24
30
Jean-Paul
30
20
50
60




Upcoming Iteration


Employee
Project a
project b
Total
available
Reinout20
25
45
50
Maurits
 16
 8
 24
30
Jean-Paul
30
20
50
60




Currently the available number of hours is asked for by the project leader during each iteration meeting. If we allow the  employee to set a number of hours in his personal preferences which contains the number of hours in his contract, we can have another property in the xm configlet which allow the manager to set a percentage which reflects the number of hours an employee 'should' be billable. e.g. 60%. Than this overview can calculate the available number of hours for projects.


Participants

  • Mirella van Teulingen
  • Maurits van Rees
  • Jean-Paul Ladage
  • Reinout van Rees

Comments (3)

Mirella van Teulingen Sep 20, 2006 12:11 PM
For example: An employee should work 24 hours billable, but he has 2 days off during an iteration. This means he has less hours to work billable . Where can we manage these exceptions to make the hours overview up to date? Also employees forget sometimes to update their available hours. It would be wise if a projectmanager and manager has the ability to update the hours per employee. it would be nice if this can be done in one overview.
Maurits van Rees Sep 20, 2006 12:24 PM
Basically this plip is good and we can start implementing it.

I'm wondering about overlapping iterations of different projects.
Project A starts now. Project B starts in a week. Both iterations last two weeks. That means that the first week can be totally for Project A, the second week must be shared and the third week can be totally for project B. I'm not sure how to get this in the overview. Maybe you need an overview per week instead of per iteration.

Q: "How many hours can you work this iteration?"
A: "No idea, but I can work 32 hours this week, 32 hours next week and 24 hours the week after that."
Maurits van Rees Dec 12, 2006 09:47 AM
Okay, this is probably not going to look pretty on this page, but in the iteration view we now have a table like this, which is at least a good start:

Employee Total Estimate Total Actual Total Difference
maurits 16:40 17:15 -0:35
mirella 19:10 3:15 15:55