Page 34 - GC_Proj_Plan_Participant_GuideSDL

Reforecasting Projects for Resource Allocation
During the lifecycle, projects need to be reviewed for performance against key
metrics that are relevant for the project. Many times, the project is limited to the
contracted schedule, scope, and costs. In situations like this, if a team works
more or fewer hours than originally planned, the project manager may choose to
reforecast the remaining hours and move staff around to keep the project within
the original boundaries of schedule, scope, and cost. Unanet includes several
functions for reforecasting a project for hours and resource utilization.

Swapping

People Plans offer an option to “swap” the hours for one user to another user,
provided that the user receiving the hours does not already have a People Plan
with the same dates on the same project or task. Swapping resources can be
performed on a single plan or in the grid where all hours in the grid can be
swapped from one user to another.

The People Planner grid includes an option to search for users with specific
skills, which is helpful if you do not know which users have the same skills as the
person that currently has the hours in the plan. However, the fact that another
user has the skills needed does not mean that they are available to perform the
work. As such, the Resource Allocation report can be used to identify which
user(s) have both the necessary skills and availability based on plans or
assignments on other projects.

Overlapping assignments are not allowed. If the receiving
user does not show as an option when trying to swap, then
the receiving user already has an existing plan for that
period.

Shift Left/Right
Once plans and assignments have been created in the grid, they can be moved
to different time periods using the “Shift Left” or “Shift Right” buttons. This
functionality can move the contents of a row of cells to the right or left a specified
number of spaces but can only shift within the time periods displayed in the grid.
When the populated cell moves to a new period, all values in the cell, including
any associated overrides, will be moved. This feature may be helpful, for
example, if a project is delayed for one or several months and the project team
would like to shift existing entries without having to manually re-enter them.

The controls involved in this functionality include the leading check box on each
row, the “Shift Left” and “Shift Right” buttons, and the “Number of periods to shift

LESSON 3: EVALUATING PROJECT PERFORMANCE
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