Planning, Resource Management and Time Reporting Use Cases
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Use Case Summary
This information covers the seven most commonly adopted scheduling use cases. Much of the content is primarily relevant to those currently involved in the Planview Enterprise implementation process. However, you may find helpful hints for understanding how progressing works in your Planview Enterprise environment here as well.
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Use Case 4 - Resource Demand and Assignment Tracking Only |
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Business Outcome | Forward looking resource demand is available to drive capacity planning and work prioritization decisions. |
Description | High-level project plans drive capacity planning and resource assignment management, with auto-timesheet generation – answers the question; “who is assigned to which project.” |
Use Timesheets |
Yes, auto-Timesheet generation (timesheets which are automatically created based on planned assignments). For more information, see New in Progressing Engine Version 2.3.0. |
Use Action Items | Yes - for more information (including action item use cases), see Action Items Overview and Use Cases |
Run Progressing Engine? |
Yes, executed once per week / month, moving Time Now forward one week / month as required |
Min. Frequency of Financial Plan Forecast Version Load | Weekly / Monthly, post Progressing Engine |
Use Progress as Planned? | Yes |
Assignment Types | Requirements and Allocations |
Use Manual Status? | Yes |
Progress Allocation Option (WBS16) | Expire Effort |
Progress Reserves Option (WBS17) | Expire Effort |
Progress Requirements Option (WBS15) | Expire Effort |
Recommended Max. Utilization | N/A |
Use Case 5 - High Level Schedule, Resource Planning and Time Tracking |
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Business Outcome | Use Case 1, Use Case 2 and Use Case 4 |
Description | High-level project plans drive capacity planning and resource assignment management using a work breakdown structure based on Phases/Stages, high level planning/time tracking activities and milestones. Resource demand and assignments are tracked and resources report actual hours through timesheets against the high level planning activities. |
Use Timesheets |
Yes |
Use Action Items | Yes - for more information (including action item use cases), see Action Items Overview and Use Cases |
Run Progressing Engine? |
Yes, moving Time Now forward one week, each week |
Min. Frequency of Financial Plan Forecast Version Load | Weekly, post Progressing Engine, or Daily |
Use Progress as Planned? | Yes |
Assignment Types | Requirements and Allocations |
Use Manual Status? | Yes if non-time reported work items (milestones) |
Progress Allocation Option (WBS16) | Expire Effort |
Progress Reserves Option (WBS17) | Expire Effort |
Progress Requirements Option (WBS15) | Expire Effort |
Recommended Max. Utilization | 125% |
Use Case 6 - High Level Schedule, Resource Budget Management and Time Tracking |
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Business Outcome | Use Case 1, Use Case 2 and Use Case 4, plus consumption and forecasting of budgeted project hours. |
Description | High-level capacity planning and resource assignment management, with the planning and tracking of the consumption of budgeted project hours. Project hours are captured and are used to determine progress on the project. |
Use Timesheets |
Yes, using allocations |
Use Action Items | Yes - for more information (including action item use cases), see Action Items Overview and Use Cases |
Run Progressing Engine? |
Yes, moving Time Now forward one week, each week |
Min. Frequency of Financial Plan Forecast Version Load | Weekly, post Progressing Engine, or Daily |
Use Progress as Planned? | Recommended - with manual adjustment of exceptions |
Assignment Types | Requirements and Allocations |
Use Manual Status? | Yes (Milestones and non-time entry work) |
Progress Allocation Option (WBS16) | Respect Finish Date |
Progress Reserves Option (WBS17) | Respect Finish Date |
Progress Requirements Option (WBS15) | Maintain Effort |
Recommended Max. Utilization | 125% |
Use Case 7 - Mature Rolling Wave Activity Level Planning and Tracking |
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Business Outcome | Use Case 1, Use Case 2, Use Case 4, Use Case 6, plus detailed project schedule management |
Description | System supports a fully mature rolling wave planning process; role based demand, soft booking of resources and activity planning and tracking. |
Use Timesheets |
Yes, using allocations |
Use Action Items | Yes - for more information (including action item use cases), see Action Items Overview and Use Cases |
Run Progressing Engine? |
Yes, moving Time Now forward one week, each week |
Min. Frequency of Financial Plan Forecast Version Load | Weekly, post Progressing Engine, or Daily |
Use Progress as Planned? | Optional |
Assignment Types | Requirements, Reserves and Allocations |
Use Manual Status? | Yes |
Progress Allocation Option (WBS16) | Respect Duration |
Progress Reserves Option (WBS17) | Expire Effort |
Progress Requirements Option (WBS15) | Maintain Effort |
Recommended Max. Utilization | 125% |