Capacity planner: Net availabilty toggle

Last post 07-09-2008 3:50 PM by RMaynard. 5 replies.

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07-26-2007 4:08 PM

RMaynard
Joined on 12-08-2006
Kansas City, MO
Posts 2

Capacity planner: Net availabilty toggle

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Is there a way to retain the "toggle" of Net Availablity for each project for longer than the browser session? Since the default upon entry to Capacity Planner calculates the Resource Type net avaialablity using both planned and unplanned projects, I end up spending a considerable amount of time "untoggling" the UNPLANNED projects from the availablity calculation. Then I lose that when the browser session reloads (after clicking "Save all Changes" for example).

The "toggling" of Net Availability isn't an editable field someplace is it?

Thoughts appreciated.

07-26-2007 4:57 PM In reply to

JSin
Joined on 05-24-2006
Seattle, WA
Posts 19

Re: Capacity planner: Net availabilty toggle

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Hi Robert,

We've already begun working on a "persistence" engine for a lot of view-settings in our product, which should include the Net Availability toggle in the capacity planner.

These settings will be persisted as database values across your sessions, and includes settings such as...

- Show All in list views
- Project Hierarchy view in the "Projects" tab
- Team Manager and Capacity Planner "toggles" (including weeks/months)
- Executive view formats (investment map, scorecard, timeline gantt)

The idea is for users to not have to constantly re-set view-settings.

I can't commit to you exactly which release this will go out in, but I can tell you we have already started working on it.

Hope that helps.

Josh Sin
Technical Product Manager - User Experience

eProject Inc
1008 Western Ave. Suite 500
Seattle, WA 98104
Ph: 206.239.7440
www.eProject.com || jsin@eProject.com

Automate. Integrate. Simplify.

08-09-2007 2:15 PM In reply to

Steve Thompson
Joined on 02-24-2006
Seattle, WA
Posts 414

Re: Capacity planner: Net availabilty toggle

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An option in the meantime -

Projects: if you are toggling net availability to "off" for any duration I would set the State to "On Hold" and then in the Capacity Planner filter out "On Hold" projects in the view. The Net Availability at the bottom of this application only shows you Net Availability for projects/reqests that are in the view. This means if you wanted true net availability for all projects, all projects would have to be displayed in that view.

Requests: since we can't put a request on hold, you would need a custom "request status" field for the request with On Hold as an option (if you aren't using approval status). Then follow the above scenario.

Steve Thompson | Solutions Consultant
Daptiv

08-15-2007 10:45 AM In reply to

peteb
Joined on 02-15-2007
Posts 7

Re: Capacity planner: Net availabilty toggle

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Hi Robert,

To me that's a bug, the application should retain that setting beyond the browser session. I notice in ours that we do have projects of type "Ongoing work" that always stay as 'planned,' which furthermore leads me to feel that this is a bug (although eProject is fond of spinning that into 'feature request.')

I would file an enhancement request to allow for the inclusion of such native fields into dynamic app views; that way, you would build a view to just show the 'planned' projects.

I'll have to revisit this topic myself, as I thought they stayed planned once you set them.

Re,

Pete Brumm

Business Objects

08-15-2007 1:18 PM In reply to

Steve Thompson
Joined on 02-24-2006
Seattle, WA
Posts 414

Re: Capacity planner: Net availabilty toggle

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Pete, he is referring to the Net availability Toggle, not the Capacity Planned/Unplanned toggle.

Net Availability Toggle simply removes that project from the equation for 'what if' scenarios.

Set Capacity to Planned/Unplanned does in fact remain to whatever the user saves it as in that session or any session thereafter.

Steve Thompson | Solutions Consultant
Daptiv

07-09-2008 3:50 PM In reply to

RMaynard
Joined on 12-08-2006
Kansas City, MO
Posts 2

Re: Capacity planner: Net availabilty toggle

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Haven't visited this issue in awhile. I like the persistence that's now in the project view. Can you tell me where the Net avaialablity toggle persistence might be in Capacity Planner?

RHM

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