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How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

Last post 01-09-2009 2:12 PM by donr. 6 replies.
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  • 08-07-2008 9:40 AM

    How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    The situation is that we have functional groups (e.g., Design and Development) which have budgetted capacity across mutliple vertical business lines (e.g., 5 FTEs for BizA and 3 for BizB).  The group supports these via application of users for these budgetted heads across multiple live people (e.g., Bob is 20hrs/wk; Jane is 20 hrs/wk, etc. to BizA and rest to BizB).  How account for this within the Capacity Planner as I am doing my planner for just BizA's projects such that just the capacity of the resources shows onlt BizA's capacity?  Our original thoght was to utilize Roles (one for BizA and one for BizB) but realized that we could only assign a single role to each user so it only works if Bob is 100% budgetted to BizA or BizB.

    Help.

  • 08-07-2008 10:27 AM In reply to

    Re: How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    Even though a user may be slotted into only one Resource Type, they can be assigned to any resource requirement but the hours are decremented from their main resource type.

    Originally there was no easy way to allow multiple assignments of types and percentages of time without being a cumbersome and confusing tool to use.  I am not sure if our Product Team has come up with a solution around it but we're always open to suggestions.

     

     

    Steve Thompson | Solutions Consultant
    Daptiv


  • 08-07-2008 12:25 PM In reply to

    Re: How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    I understand your first point, but the issue is that I want to be able to only see the Capacity of each resource type which is available for the specific business we are planning against (e.g., BizA or BizB).  We originally thought resource type specific to each business (e.g., Design_BizA and Design_BizB) would cover it.  Unfortunately, that breaks down when a person needs to be assigned to a resource type but not at 100% but rather at 25%, 50%, 75%, etc.

    Any ideas on faking it out somehow with generic buckets of capacity by role (but not necessarily tied to an individual)?  Sort of defeats the purpose but I'm stretching for anything that will assist us.

  • 08-08-2008 11:13 AM In reply to

    Re: How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    Here is a suggestion for a solution/modification of Daptiv to make this work.  Allow an user to be applied at a specific % of their capacity to a given resource type/role with the total not permitted to exceed 100%.  For example, John is a Designer who is budgeted to support BizA, BizB and BizC (or organization, vertical, etc.), for simplicity at a 30%, 30%, 30% (10% for admin/overhead).  Then, Designer resource type/role could be set as Designer_BizA, Designer_BizB and Designer_BizC.   John (or any designer) could then be assigned a % to support each role (thus the businesses/verticals), in this case 30%, 30% and 30%.  This would then reflect properly in the Capacity Planner since John's capacity is properly divided into the specific role hie is playing for each business.

     Does this make sense?  Don't know how difficult that would be to implement but it would reflect the reality of how shared service organizations budget capacity and allocate resources.  The default would be 100% but there are many instance in which resources are divided.

  • 09-26-2008 12:12 PM In reply to

    • donr
    • Top 25 Contributor
    • Joined on 05-23-2008
    • Loveland, CO
    • Posts 24

    Re: How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    Any updates, alternatives, workarounds or thoughts on this subject? I have exactly the same issue.

  • 09-26-2008 12:21 PM In reply to

    Re: How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    Currently, trying to get community awareness of this issue in the Greenhouse to increase the visibility and ranking so Daptiv will implement a solution into their roadmap as soon as possible (so please vote on this in the Greenhouse), because currently it is useless for us.

    I'm also working with Daptiv team to have a report currented which will mimic the solution as a band-aid while a real solution is generated within the tool.  This is not optimal, but we need something to help our sitaution as soon as possible.

    Filed under:
  • 01-09-2009 2:12 PM In reply to

    • donr
    • Top 25 Contributor
    • Joined on 05-23-2008
    • Loveland, CO
    • Posts 24

    Re: How to handle (from a Capacity Planner & Resource type perspective) Cross Functional Resources

    Are there any recent updates or developments on this issue?

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