UniPhi leverages the dates entered in the lifecycle schedule to phase out resource effort and provide for managing the resource budget of a project. The Resource Planning page is accessed from the Resources module for a selected project. Select the Resource Planning tab.
The Resource Planning page for a new project will presented in the following structure.
On the left, there is present a Save, Bulk Add and Snapshot button. On the right, there are filters that can be applied to the resource plan. These filters are based on the tags associated with the users added to the resource plan.
Once a project has a project team (resources allocated to the project), the Bulk Add button can be used to populate this screen.
When adding the users, the resource plan parameters must be applied. This can be done in two ways, globally or individually.
To use the global settings, the parameters are to be entered in this section of the screen:
In this example, only by entering the Weeks, Hrs/Weeks & the Start Date will calculate the End Date and Total Hrs & copy this to all selected resources once you select Apply.
The % Allocation field is an alternative to Hrs/Week and will multiply the % with the Standard Hours of each resource multiplied by the weeks entered.
NB: For Arthur Williams, using the % Allocation method has not entered parameters as the Resource Start and Resource End dates as a resource (29/01/2018 – 31/07/2019) occurs after the dates entered for phasing (01/10/2019 – 28/10/2019). The Resource Start and Resource End dates will always overwrite any date should it be overlapped.
The lifecycle dropdown can be used if budgeting hours against a particular phase. By selecting a lifecycle phase, it will copy the start and end dates into each resource row. The lifecycle dropdown also has a Whole of Project selection which pulls the start and end dates of the project.
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