Page 37 - Participant Guide - Unanet GovCon Managing Project Resources

be color coded to help flag those individuals that fall in a particular booked percentage
range.

Labor Category Allocation

The Project Periodic Forecast Report can provide a forecast of hours information in a
periodic layout. Using the available selection criteria, you can summarize the output by
a variety of attributes (e.g., by Project, Person, Labor Category, Expense Type, etc.),
the output can include key metrics such as hours and FTE information. By blending
actual labor with planned labor, you can get an accurate view of your forecast based on
current and forecast run rate.

Tour 5.1 – Review Performance, Forecast & Utilization Reports
Instructor is logged in as the Gus Lead. His relevant roles for this tour include
Project Lead and Manager.

Tour Highlights:
Review criteria and analyze key fields for the following reports

Part 1 Project Periodic Performance Report to see variances
Part 2 Project Periodic Forecast Report to see end state
Part 3 People Periodic Resource Allocation Report to see utilization

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 hours or less 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/cost. In this class, we focus
on reforecasting a project for hours and resource utilization. Below are some of the primary
methods to reforecast a project for resources and expenses.

Swapping
People Plans offer an option to move the hours for one user for another user provided
the user receiving the hours does not already have a people plan with the same dates
on the same project/task. This feature is commonly referred to as ‘swapping’.
Swapping resources can be handled on a single plan or in the grid where you can swap
all hours in the grid from one user to another.

The people planner grid allows for an option to search for users with particular skills.
This might be helpful if you do not know which users have the same skills as the person
that currently has the hours in the plan. The fact that another user has the skills needed

Lesson 5: Monitor & Control Phase
©2020 Unanet. All rights reserved. 36