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Planning, Resource Management and Time Reporting Use Cases

◄ Back to Understanding the Progressing Engine

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

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

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

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

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%