2024.R11

Resource Management

Retain Resource Capacity when Filtering Reports

Please note, the previous release of this feature was delayed, pending two small changes. This will now be enabled for all customers.

We are enhancing the treatment of Resources when Capacity Time Phased Data is included in a report and related to Labor or Staff Time Phased Data. 

There are three main changes:  

• It is possible to choose whether filters set on Labor or Staff Time Phased Data fields restrict the resources shown in a Report. If they do not, only filters defined using User/Capacity fields will determine the resources that are shown. 
• Resource Capacity is now shown for time periods where resources are not assigned to work items. 
• There are now two Advanced Logic filter sections split between Labor/Staff Time Phased Data fields and User/Capacity fields. Filters need to be contained in the correct section to pass the syntax check and cannot be mixed. This is so that customers can opt to restrict resources shown using User/Capacity fields only. 

The new functionality will apply only after a report is created or edited. Existing reports will behave as before until edited.  

User Placeholders 

[All Sandbox] 

User placeholders are entities in the application that you can configure and add to work entries to model work assignment needs in a project before assigning real resources. 

Project Managers tend to do initial planning using predefined User placeholder resources, since the names of the user resources are not yet known. These placeholder are assigned to Tasks and Projects to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes.

Learn more about User Placeholders

Asset Placeholders 

[All Sandbox] 

Asset placeholders are entities that you can add to work entries to model equipment or other needs in a project before assigning actual assets to it. 

In Production companies, Project Managers tend to plan the capacity of instruments, machinery or equipment on Work Item and manage financials independently from User resources. These placeholder are assigned to Tasks and Projects during the initial planning phase to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes.

Learn more about Asset Placeholders

Assets

[All Sandbox] 

Asset management considers the entire lifecycle of plant assets, such as equipment, parts, production lines, and the plant buildings themselves. It includes making decisions about asset use, asset investment and disinvestment policies, and managing the asset portfolio.

Assets allows you to manage independently Users and Assets on Work Items. Project Managers can plan the capacity of instruments, machinery or equipment on Work Item and manage financials independently from User resources. 

Learn more about Assets

Resource Planning

[All Sandbox]

Idle Time in Assignment Edits

The idle time for updates in Resource Planning is now set to 3 seconds, allowing more time for selecting and manually updating staffing requests and/or project/task assignments per resource per time phases before data is sent to the database and thus providing an enhanced user experience.

Data Science [New] 

Sentiment Analysis (to be enabled upon request & registration to Inner Circle)

We are excited to bring to you Sentiment Analysis to help you

• quantify previously unclassifiable unstructured textual data

• provide actionable insights and early indicators of risk on project delivery

• assess text inputs in seconds to gain the ‘opinion’ or ‘view’ of the work being carried out

• use natural language processing, text analysis, computational linguistics, and biometrics to identify, extract and quantify previously subjective information