Tracking Demand with Staffing Profiles
Staffing profiles enable a project manager to track the forecast demand of resources, arranged by role. Each line in a staffing profile tracks the FTE, hours, or person days forecast for a role, and, optionally, a resource who possesses that role who is assigned to the position. Staffing profiles also allow users to choose the time period breakdown such as Weeks, Months, Quarters, and Years when entering or viewing the allocations.
If project managers finishes making the resource usage forecasts, they send the forecasts to resource managers as resource requests. Resource managers receive these resource requests and proceed with the relevant staffing profile to begin making assignments. Positions with open resource assignment requests display an Unmet Demand message in orange.
Resource pool managers can assign one or more resources to these positions to fulfill the unmet demands by using "Assign" or "Resource Finder" function. The Staffing Profile page reloads with user's changes made. If unmet demand remains, resource pool managers can repeat the assignment process as needed.
Project managers can track the forecast demand from two levels.
From a high-level planning for the long cycle, it is recommended to use a staffing profile which represents the workload imposed by the project. At this phase, a FTEs level rough estimation is sufficient for both project managers and resource pool managers to have an overall understanding of resource demand.
When the project turns to the execution phase, project managers then use project work plan to breakdown the work to pieces of tasks and assign the resource at an accurate (hours) level.
In addition, staffing profile also supports tracking demands using hours view. When switch to this view, managers can see more detailed and accurate data. For example, for an allocated position which requires 40 hours in a week, project managers may have concerns such as whether the assigned engineer is available during this period. Will the assigned engineer take a vacation during this period? If so, project managers need to request other resources to fulfill the unmet gap.
For large projects, it is recommended that project managers and resource pool managers use staffing profile in the FTEs view. This view enables the project managers to have a big picture when plan and schedule the project, without concerning small deviations such as holidays and personal leaves.
For small projects whose work plan is fully defined and scheduled, it is recommended to use the hours view which provides more accurate data.
Typically, we recommend that you plan resources and make assignments in the same view (FTEs or hours). For examples about FTEs view and hours view, see Unmet Demand Calculation Sample Scenarios.
The display settings of the period type and effort type are available in the
server.conf file. Relevant parameters are:
Staffing profiles include some features that make them simpler to use:
Staffing profiles can be linked to organization units, projects, proposals, or assets, to tie them to business functions and facilitate meaningful comparison visualizations.
If the staffing profile is meant to represent workload, the Workload Category field allows you to categorize it as such.
These staffing profile positions are then treated as assignments when visualizing operational capacity. For more details, see Visualizing Assignments.
New lines in the staffing profile can be set to automatically provide the Resource Pool value using the Default Resource Pool field.
Staffing profile lines can also track actual values.
Staffing profile effort allocations can be counted in FTEs, hours, or person days.