I am getting ready to implement the project request, resources and capacity planner applications within daptiv. Do you have any recommended steps that would help with this process? I have already created the project request template types. I'm guessing my next step is to add my resources???

Over the last year, I have been creating projects without using these applications. We are now ready to use daptiv to its full capacity. Any help would be greatly appreciated.

Thanks.

Abbey,

This is a great chance to set up some things you may not have set up.  I would do them in the following order:

1) Set up your Skills if you haven't.  You can even do things like Mechanical Engineer-1 or .NET-1 and .NET-2 for different levels of competencies.  If you have your job families defined, you can even inser the skill level description in the description field to help define your company.

2) Set up Departments

3) Set up Billing Rates.  Average fully burdened rates for levels or job familes is a great way to go.  If you set these standard rates up, any changes can be made at the dates desired.  NOTE:  The billing rates are not salaries and should not be tied to salaries.  In Daptiv, many users can see rates and for the purposes of estimation, I usually use a blended fully burdened rate of $55 internal and $85 external. 

4) Set up Resource Types, include the Billing Rate for the type and the users associated with the type.  The resource type is used in the Capacity Planner, Team Manager, Project-level Resource application and on reports. 

Thanks John,

I have departments and billing rates set up. I'm curious about our company users.........do I set them up as resource types?? Can they only be setup as one resource type?  Also, can we import a list of external resources or do I have to manually enter each one?

I may give you a call in the next couple days for more advice :)

Companies do this in various ways.  Some companies set their employees up as the resource type Internal and contractors as Contractors.  When they run out of Internal capacity, they bring in a Contractor.  Others may define all resource types and assign individuals.  Yes, each person today can only be assigned to one resource type.  This may change in the future and can be a great discussion topic or a topic for the Greenhouse. 

 You can import Users or External Resources by using the templates in your Daptiv Community project from the Documents application.  You only need a few fields and can map these as needed.  I will attach a copy in case you can't find it.

BTW, I am at 206-239-7486 jfilicetti@daptiv.com