I am trying to find out if anyone has any information on how to allocate and assign resources to a specific time in a day instead of a full day or week. Or gather ideas on how to possibly accomplish this. Thanks.
Anyone have anything they can share with Norma?
How about defining the working hours of that resource for that day in the Resource Calendar so that by default the allocation is done to the specific timing?
Agree with that.
Allocation books the given percent per day which results in in hours based on the daily availability and working days in the project calendar.
Only in the resource calendar can you define when during the day.
If you want to specify number of hours (not when) instead of percent you can do that in a view where the daily allocations are displayed and if you go into edit mode.
Thanks for the feedback on my question. I am being told by our operations team that adjusting the resource calendar does not have anything to do with scheduling to the hour question that we are trying to address . Would you provide further clarifications on how this might be applied to scheduling to the hour? Thanks.
Looking at Clarity Gantt and OWB, the finest resolution appears to be daily.
Using MS Project, you can drop to an hourly resolution. Through the Tools\Options menu, there is a Date format field on the View tab, where several date\time formats are available.
When saving to and exporting from Clarity, it appears that the date/time data is maintained. Recommend scheduling with MSProject - don't know what Clarity Autoschedule will do with the time data. Also, you'll have to check your portlets and reports in Clarity to see if date/time is available as a display format AND that the SQL pulling the data is pulling both date and time. If not, you may need to develop your own portlets and reports using SQL that pulls date and time data.
If you need to use Clarity Gantt or OWB, suggest submitting an Idea to have "Hour" resolution added to both.
Yes, if you look at the display options daily is the finest resolution. However, Clarity handles it more in detail even though there is no way to display that.
Say you have the standard calendar
Those are the shifts in the standard calendar and the projects are associated with that. What it means those are the hours project can be worked on.
Say we have a resource - Ted Ueberoth which has an afternoon calendar
Those are the hours of the day when the resource can work.
Now lets assign Ted Ueberoth to a project
So there is one task (Task1) starting on September 15 and Ted Ueberoth it assigned to it 4 hours.
According to the operations team above (which I assume is operating the Clarity system) the calendars have no effect when the work is scheduled or in other words performed. Which is quite untrue.
The thing is as said above there is no way to to display that in Clarity or OWB. However the database stores the data accurately..
SELECT inv_investments.name Project
, prtask.prname Task
,srm_resources.last_name +', '+srm_resources.first_name Resource
prtask.prid = prassignment.prtaskid
and prassignment.prresourceid =srm_resources.id
and inv_investments.id = prtask.prprojectid
and inv_investments.name = 'Afternoon'
As you can see the assignment starts exactly when the sifts start in the resource calendar at 15:00 (because that is later than when the shifts start in the project calendar)
Secondly you can see that the assigment finish is at 17:00 when the shifts end in the project calendar. The resource could work for two more hours that day, but in that Clarity system you do not work that late on projects.
This is just for one day, because there can only be one assigment start and end and it is not that simple to illustrate what happens on subsequent days. However you can take my word for it: the sam hours are worked on the other days.
This is for the ETC.
I let you experiment yourself on the allocation which I should expect to behave in the same manner based on the calendar shifts.
If you set the resources availability to be only those 2 hours for that day, then how would you assign them to other projects for that day at different times
Thanks for the detailed information. I have forwarded this to our operations team for further review.
The way it see it works is all projects are associated with the standard calendar and the hours that can be worked are set by the shifts in that calendar.
Note that the sifts can be set for all days to be the same or different for Mondays, Tuesday etc. or different for every single day.
Each resource can have his or her own calendar and the shifts are set in the same manner as for the project calendar. Note that the same resource calendar is used for the availability of the resource in all projects. So you cannot use this method to make a resource work in one project in the morning and in another in the afternoon. Clarity and OWB are not designed for scheduling with hourly precision. For most projects it is adequate to schedule the total number of hours per day and then let the project manager to sort it out with his or her team what time of day the work is actually done.
The summary is that where the working time in project and the resource calendar overlap that is the time the resource can work daily in the project.
The project manager can override that in OWB. However you cannot see the hours so in practice the way you see that happen is the resource may be manually assigned to work in a project on a day more hours than the length of the working day in the project or resource calendar. That will display as overload (yellow high light). Though autoschedule will level that to normal.
also slightly touches this topic.
Retrieving data ...