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Planview Customer Success Center

Example: Custom Contours based on Monthly Headcount

The following example uses this project calendar; working hours Monday through Friday from 9am to 5pm, with the following holidays:

calendar_staffing.png

Allocation Unit: Headcount
Contour Interval: Monthly

This example is almost identical to Example: Custom Contour Based on Weekly Headcount.

When you create an allocation in Headcount mode, initially the headcount value is placed uniformly across the date range. Allocations are in a custom headcount state if a user has made an edit to a contour, if, for example, a uniform headcount over the entire date range is not sufficient. The user might edit the value for a specific month (or months).

For example, create an allocation in Headcount mode, using monthly intervals. You'll start out with a contour of 1 in each interval (the Total Headcount value applied uniformly):

custom_head_month0.png

Now edit the headcount for each month:

custom_head_month1.png

And now let's view the allocation in Hours:

custom_head_month2.png

  • Sept 3 - Sept 30 has 20 working days, 160 hours of working time. 0.4 X 160 - 64 hours.

  • Oct 1 - Oct 15 has 10 working days, 80 hours of working time. 0.2 X 80 = 16 hours.

  • Total working time for the date range:

240 hours (64 + 16) / 240 = 80

80 / 240 = 0.33 (what you see in Total Headcount)

Shifting/Extending

Works like Example: Custom Contours Based on Weekly Headcount.