Resource Analysis

• 1: Scheduled Resource Forecast Analysis
• 2: Resource Expected Achievements
• 3: Resource Amount Analysis
• 4: Resource Time Analysis
• 5: Time Entry Pattern

1 - Scheduled Resource Forecast Analysis

The Schedule Resource Forecast Analysis is a matrix based on work assignments on projects. You can choose to view estimated hours or total amount.

This tool is valuable as it allows you to gain insights into forecasted revenue, resource allocation and availability, which can help with project planning and decision-making. It also provides a clear and organized way to visualize resource forecasts and potential constraints, enabling users to better manage their project resources.

You can filter it by various criteria, such as resource groups, line manager, skills, global dimensions, project and project status. 

1. Choose the 🔎 icon, enter Schedule Resource Forecast Analysis, and then choose the related link.
2. Select a relevant page.
3. Select the filters that align with your specific requirements or preferences.

2 - Resource Expected Achievements

Resource Expected Achievements refers to the allocation and planning of work for a resource, related to project/resource managements.

It involves setting up various parameters for a resource, such as the number of hours they are expected to work, the percentage of those hours dedicated to customer-related work, the amount of time off (absence), and internal hours (work related to internal company matters).

The purpose of defining these expected achievements is to have a structured plan for how a resource’s time will be allocated and to ensure that the resource is working in alignment with the goals and objectives of the organization. By specifying these parameters and percentages, you can calculate and monitor how many hours the resource should be spending on customer-related tasks, internal activities, and their absence.

This approach helps in resource planning, workload management, and tracking progress toward specific objectives or contractual obligations. It also allows for more efficient and effective resource allocation, ensuring that resources are used optimally to meet project or organizational goals.

Expected Achievements Template

To calculate the expected achievements for resources, first it is needed to set up a template.

1. Choose the 🔎 icon, enter Resource Expected Achievements, and then choose the related link.
2. Create a template from Actions -> Expected Achievements Template.
3. Specify the Start Date and End Date of when the template is valid to calculate resource achievements.
4. Define resource management parameters in % such as Average Price, Absence %, Overtime%, Customer%, Internal %, Chargeable % ..etc.
5. The above parameters will be later used to calculate Resource Expected Achievements.

Resource Expected Achievements

To view the expected achievements fo each resource, you need to create them first.

1. From the Resource Expected Achievements go to Actions -> Create Resource Achievements.
2. Select the Template Name,and whether you will create the achievements for a Resource/Resource Group/Resource Sub Group.
3. Select the Period Type, Start Date and End Date corresponding to the period during which the expected achievements will start and end.
4. Select OK and the expected achievement lines will be created.
5. The hours for each of the parameters are calculated as a product of the total capacity for the selected period, and the % of each parameter from the template.
6. Depending on the calculated parameters, and the Average Price, Expected Revenue is calculated for the selected period.
7. You can filter on Resource, Resource Group, Resource Sub Group and Date, to retrieve the desired records.

3 - Resource Amount Analysis

Resource Amount Analysis refers to the process of examining and evaluating how cost is allocated and utilized by various resources within an organization. It involves analyzing the cost incurred on tasks, activities, or projects by individuals to gain insights into resource efficiency, productivity, and allocation. The goal of resource amount analysis is to optimize resource utilization, improve productivity, and make data-driven decisions to better allocate resources for achieving specific goals or objectives.

Resource Amount Analysis fetches resource data, filtered by the criteria specified on the page. This data includes the cost incurred, associated with each resource relative to their capacity. The specific filters used for data retrieval are outlined below, and are divided into list filters and total filters.

List Filters

1. Resource/Resource Group - specifies the filter on the resource/resource group, the number of the retrieved records is limited only to the specified filters. If empty, all records are retrieved.
2. Agreement Group - sets a filter to retrieve only the resources belonging to a certain agreement group.
3. Department - sets a filter to retrieve only the resources belonging to a certain department.
4. Show Blocked - if selected, both blocked and unblocked resources will be shown

Totals filter

1. Period Date Filter - specifies a filter on a certain period, within the fiscal year.
2. Year-to-date Filter (YTD) - specifies the filter until a certain date, within the fiscal year.
3. Agreement Group Filter - specifies the filter on agreement group on the data such as project ledger entries etc.

Resource Amount Analysis

Once the data is retrieved, you can view and drill down on the data for each resource. All the fields show the data in local currency. Some of the most important information that the amount analysis shows are:

• Resource - the resource for which all the below data are for.
• Exp. Invoice Amount Period (LCY) - shows the expected amount to be invoiced, for the specified period. Resource Expected Achievements needs to be updated first.
• Actual Invoice Amount Period (LCY) - shows the actual invoiced amount for this resource, for the specified period.
• Exp. Invoice Amount YTD (LCY) - shows the expected amount to be invoiced on customer-related projects for the YTD filter.
• Actual Invoice Amount YTD (LCY) - shows the actual amount invoiced on customer-related projects for the YTD filter.
• Actual Usage Sales Amount Period (LCY) - shows the amount to be invoiced on customer projects for the period filter.
• Actual Usage Sales Amount YTD (LCY) - shows the amount to be invoiced on customer projects for the YTD filter.
• Usage Amt. not Inv. Year Start - shows the usage amount not invoiced at the start of the year.
• Usage Amt. not Inv. Period End - shows the usage amount not invoiced at the end of the period.
• Net Change YTD (LCY) - specifies the calculated Net Change for the YTD filter.
• Average Invoiced Price Period (LCY) - the period average price invoiced, for the related resource.
• Average Invoiced Price YTD (LCY) - the YTD average price invoiced, for the related resource.

4 - Resource Time Analysis

Resource Time Analysis refers to the process of examining and evaluating how time is allocated and utilized by various resources within an organization. It involves analyzing the time spent on tasks, activities, or projects by individuals to gain insights into resource efficiency, productivity, and allocation. The goal of resource time analysis is to optimize resource utilization, improve productivity, and make data-driven decisions to better allocate resources for achieving specific goals or objectives.

Resource Time Analysis fetches resource data, filtered by the criteria specified on the page. This data includes hours associated with each resource relative to their capacity. The specific filters used for data retrieval are outlined below, and are divided into list filters and total filters.

List Filters

1. Resource/Resource Group - specifies the filter on the resource/resource group, the number of the retrieved records is limited only to the specified filters. If empty, all records are retrieved.
2. Agreement Group - sets a filter to retrieve only the resources belonging to a certain agreement group.
3. Department - sets a filter to retrieve only the resources belonging to a certain department.
4. Show Blocked - if selected, both blocked and unblocked resources will be shown

Totals filter

1. Period Date Filter - specifies a filter on a certain period, within the fiscal year.
2. Year-to-date Filter (YTD) - specifies the filter until a certain date, within the fiscal year.
3. Agreement Group Filter - specifies the filter on agreement group on the data such as project ledger entries etc.

Resource Time Analysis

Once the data is retrieved, you can view and drill down on the data for each resource. Some of the most important information that the time analysis shows are:

• Resource - the resource for which all the below data are for.
• Exp. Customer Hours Period - shows the expected customer hours for the resource, for the specified period. Resource Expected Achievements needs to be updated first.
• Actual Customer Hours Period - shows the hours incurred from the resource, for the specified period.
• Exp. Customer Hours YTD - shows the expected time spent on customer-related projects for the YTD filter.
• Actual Customer Hours YTD - shows the actual time spent on customer-related projects for the YTD filter.
• Invoiced Customer Hours Period - shows the invoiced time on customer projects for the period filter.
• Invoiced Customer Hours YTD - shows the invoiced time on customer projects for the YTD filter.
• Exp. Internal Hours YTD - shows the YTD expected hours for internal projects.
• Actual Internal Hours YTD - shows posted time entries on internal projects for YTD filter.
• Net Change YTD - specifies the calculated Net Change for the YTD filter.

5 - Time Entry Pattern

Time Entry Pattern

The Excel report provides detailed insights into time entries, allowing users to identify trends and make informed decisions.

To run report

1. Choose 🔎 icon, enter Time entry pattern, and then choose the related link.
2. Fill in the date or resource filter if it is needed.

Time Entry Pattern chart

The comprehensive report is now integrated into the Role Centers. This feature provides detailed insights into time entry patterns for either all resources or the current resource only. The chart also includes options to view data for the current and previous periods, as well as different types of periods. Additionally, there is a direct download option to export the data in an Excel file for the selected resource. You can find the chart in the bottom of Line Manager, Time and Expense, Project Executive and Project Manager role centers.