Resource allocation After resource requesters create a resource plan, resource managers can confirm the resources to move the plan to Confirmed state. Resource managers can then allocate resources to the plan and move it to Allocated state. Based on calendar and schedule information, resource managers view resource availability and select the resources under their management that can be confirmed and allocated to specific tasks. Soft and hard allocations When a resource plan moves to the Confirmed state, resource allocations corresponding to requested allocations are created automatically. The Booking type for these allocations is Soft. Soft allocations are like temporary allocations for the requested users and do not create any calendar events. When the plan is moved to the Allocated state, the Booking type changes from Soft to Hard. For a hard booking, the resource is assigned to the plan and is not available for other plans during the allocated times. The booked time also appears on the user calendar. If the requested resource cannot be allocated for the entire allocation duration, the allocation record booking type remains as soft. Note: The resource property com.snc.resource_management.allocation_interval_minutes enables the creation of soft and hard allocations with a decimal value. Calculation of hours for soft allocations Case 1: Proportional distribution For example, the requested allocation for a group with two resources when the Members preference value is set to All members or Specific members is as follows: Start date End date Requested hours Oct 03 Oct 07 40 The planned hours on the Resource Plan form are proportionally distributed among all the requested allocations based on number of working days for each requested allocation record. Resource Resource time off Available capacity (hours) Soft Allocation hours Resource 1 2 days 3 * 8 = 24 24 * 0.625 = 15 Resource 2 5 * 8 = 40 40 * 0.625 = 25 The following calculations are used: Total available capacity = Available capacity User 1 + Available capacity User 2 = 24 + 40 = 64 hours Hours to allocate per hour of available capacity = Requested hours/total available capacity = 40/64 = 0.625 hours Note: Multiple soft allocations could be created for one requested allocation for group resource plans. Case 2: Most available resource requested first For example, the requested allocation for a group with three resources when the Members preference value is set to Any member is as follows: Start date End date Requested hours Oct 03 Oct 07 40 The system finds the most available resources in the specified time frame and creates soft allocation for these resources. Resource Available hours Soft Allocation hours Resource 1 24 10 Resource 2 30 30 Resource 3 20 Resource 2 is the most available resource. The system creates soft allocations for resource 2 first until it consumes all available hours from resource 2. The system then moves to the next most available resource, and so on. Once available hours for all resources are consumed, and the requested hours are still left over after allocating across all members (from most available to least available), the remaining hours are equally distributed among all resources. Calculation of hours for hard allocations Case 1: Even spread Selecting Even as hard allocation spread type creates resource events for the resource by splitting the hours evenly across all working days. For example, for a resource requested for 20 hours in a week, the even spread hard allocation is as follows: Day of the week Monday Tuesday Wednesday Thursday Friday Available hours 6 4 6 6 Time off Allocated hours 5 5 5 5 0 Case 2: Front load Selecting Front load as the hard allocation spread type fills up all available resource slots from the start date of the allocation. Once the resource is fully allocated between start and end dates, the remaining hours are filled from the start date up to 24 hours. For example, for a resource requested for 20 hours in a week, the front load spread hard allocation is as follows: Day of the week Monday Tuesday Wednesday Thursday Friday Available hours 6 4 6 6 Time off Allocated hours 6 4 6 4 0 Event creation during hard allocation You can control the minimum unit for an event by modifying the Calendar Event Duration (minutes) (com.snc.resource_management.allocation_interval_minutes property). The default is 60 minutes. Example: 4 hours for 1 week, with an allocation interval of 60 minutes Creates a 60-minute block from Monday through Thursday. Monday Tuesday Wednesday Thursday Friday 60 mins 60 mins 60 mins 60 mins Example: 4 hours for 1 week, with an allocation interval of 30 minutes Creates a 60-minute block from Monday through Wednesday and 30-minutes blocks for Thursday and Friday. Monday Tuesday Wednesday Thursday Friday 30 mins+30 mins 30 mins+30 mins 30 mins+30 mins 30 mins 30 mins Time-off handling Resource events from a resource plan are not created for the days where the resource has marked time-off or engaged in other events (such as trainings and meetings). An administrator can manage the resource capacity and allocation with the property com.snc.resource_management.exclude_events_from_schedule to specify: Which events must be excluded for capacity calculations. For example, if a resource has time-off between Monday and Wednesday, the weekly capacity for the resource is calculated as 16 hours (as opposed to 40 hours). When the system must not create allocations. For example, if a resource is in training on Friday, the resource is not allocated for a task on Friday. Over-allocation Over-allocated resources are allowed. Over-allocating resources creates overlapping events in the user calendar within the user's scheduled hours. However, a maximum of 24 total hours can be allocated in any given day. Overlapping events appear overlapped in the calendar in the weekly view. In the monthly view, overlapping events appear above or below another event. For example, a user has a schedule that specifies the daily work day from 08:00 to 17:00. Event 1 is in the user's calendar from 08:00 to 14:00. If an additional five hours are added for the same day for Event 2, an event is created for the three hours of free time (14:00 to 17:00) . An overlapping event is also created for the remaining two hours, starting at the beginning of the day (08:00 to 10:00). Figure 1. Overlapping event from the monthly view Figure 2. Overlapping event from the weekly view Create a resource roleDefine project-specific roles for team members based on their skills and competencies.User resources and group resourcesWhen allocating resources, a resource manager may need to add a user or a group. By default, resource managers do not inherit the user_admin role that is required to create users and groups. Work with an administrator to create users or groups of the type pps_resource.Allocate with the Resource Allocations related listResource managers can create allocations using the Resource Allocations Related List.Reject a resource plan from the Resource Plan formResource managers can reject plans from the Resource Plan form or from the Resource Workbench.