Archive for Resource Management

As a project manager, you find yourself in the Projects Module a lot within OpenAir taking care of project planning, budget tracking and overall team management. Part of project management, however, often pertains to resource scheduling through either managing resource availability or requesting resources to fill out your project team. When these activities are required, many Project Managers navigate to the Resources module and lose their project view simply because they are now in a resource-centric module. Moving between the modules can be streamlined though! The Booking tab of the Resource module can also be added to the Projects module as another functionality tab. This allows Project Managers to stay within the Project module but be able to use all the same functionality of the Resource module by simply access a different tab.

When activated, the Booking tab will appear to the immediate left of the Projects tab in the Projects module. When you access the Booking tab, the same feature/functionality such as list, grid, and chart views are available. Once the tab has been selected, Project Managers are now able to create bookings per normal business process without moving to the Resources module. At the completion of resource management activities, the Project Manager can simply click back on the Projects tab (or other project module related tabs) to resume their Project Management activities.

To activate the booking tab within the resources module, contact OpenAir support and ask to show the resource booking tab under the project module

Bookings Tab in Projects Module

Last week we introduced User Entity Tags as a general approach for providing a date indexed field upon which reporting would depend. Items such as tracking promotion job code status, department or region or company reporting organization, etc. User Entity Tags are ideal to support any facet of a user that changes over time and may impact reporting results (i.e. VSOE reporting of average bill rate by seniority of job code).

There is another benefit provided by User Entity Tags which is actually NOT directly related to the date index capability, however. When User Entity Tags are defined, they automatically appear as search options within the Resources Profiles functionality (typically known as skill set profiles). Why is this important? If you are handling resource management in OpenAir, the skill profile setup functionality provides a mechanism to setup a variety of relevant resource need categories such as technical skills, languages, etc.. By leveraging the Quick Search or Custom Search functionality, a resource may be identified based on matches to defined skill categories. But what about those values that would need to be included in the search but to also provide reporting support – essentially a field value that covers both of these areas in OpenAir (resource search support and reporting filtering and date indexing). User Entity Tags do just that. They become a value that can be displayed in list view of Quick Search values or searched on quickly. They become values that can be used in Custom Searches for resource lookup. They also are available on Summary and Detail reports to filter users based on date indexed values. A truly flexible feature!

A great example is the physical location of the employee. Although you need to define set list of locations for the value list of the ‘user location’ entity tag value setting, this tag value would be set as a current value for the current with no date index. As you setup the entity tag group, make sure to check the option ‘searchable tag group’ as this will provide the Quick and Custom search support.

Now you can see this tag value shows up as a Quick search and Custom search option. It also appears as a value filter for reports. This feature crosses both worlds (resource mgmt and reporting)!

You may be asking why the user location value list would not be an option here as this is a standard field in OpenAir. Actually, this field is not something that can be included in the skill set searches but does appear on report filters, in certain reports. So the user entity tag option closes that functionality gap.

In this webinar recording you will learn more about

  • Approaches for resource management in OpenAir
  • Best practices based on the dynamics of your organization
  • Tips and tricks on adjusting utilization equations to match your company definition
  • Capacity planning and forecasting resource needs
  • Best-fit resource matches searching by key values

….and more!

Using the Booking Worksheet

Wednesday, January 19th, 2011

Did you know you can now use the Booking Worksheet to view and manage all bookings in OpenAir no matter the duration?

The booking worksheet (or grid) within the Resources module (or booking tab within the Project module) displays spreadsheet-like resource booking information in hours or percentage for a defined time period.  You can now use this view to see information in ANY time format and maintain this information down to even the daily level of granularity.   This requires some setup to use a Dynamic view and Consolidate the booking values.

Setup required:

  1. Select the worksheet or grid setting by navigating to Resources -> Bookings -> Worksheet (or Grid) -> Setting link.
  2. At the bottom of the form check the ‘Consolidate booking by day totals in each cell (dynamic worksheet only)’ and Save.
  3. Select the Worksheet link to view the grid and scroll to the bottom of the web page to change to the Dynamic view (if you are in the classic view which cannot resize columns).

At any time, you can select the settings link to modify the time period for data viewing.  Any changes to the grid will update the bookings such as splitting transactions to support changes within a single transaction time period.

Adding Location Details to the Booking Chart

Tuesday, January 11th, 2011

Did you know you can add location details to the Booking Chart?

The booking chart within the Resources module (or booking tab within the Project module) displays information related to resources and their workloads.  Booking types can be used to identify types of workloads or potential workloads such as tentative contracts.  But do you know where your resources are when performing the work?  Would you rather travel when someone is at a customer site vs. working from their office?  Would you like to know where resources are in general when determining who should work the project?  A feature is available to identify locations for the resource by booking transaction.  The location is a 2 character code displayed under each booking bar in the chart (limitation:  you must use the Color Coded by Time and Booking Type chart).  An example below shows the tracking of a resource and when he is ‘At a Client Site’ setup as a value of CS.

Setup of this feature requires:

  1. Setup of project locations under the Administration –> Applications Settings –> Project Settings –> Project Locations. For each location, set a 2 character state code and/or country code which will be displayed on the booking chart.
  2. Activate the booking location code for display on the booking chart by modifying your chart settings under Resources –> Bookings –> Chart –> Setting link and check ‘show location code.’
  3. Update bookings with a location value if desired. You can do this quickly in the Bookings Grid or Worksheet.

Tips and Best Practices: It is best to use this feature as an exception view if possible. If you set locations only to indicate when travel is being taken, for example, it is much easier to view information. By setting a location on every booking, all locations will be displayed under the booking chart bar and may cause confusion as to where the resource actually is located that particular day, week, or month. Another useful tip is to set bookings to the resource’s home location when creating a project then updating the booking to a travel or client site when travel is being taken. This will highlight when the resource is away from the home office and still provide information to the reviewer of where the home base is for the employee/subcontractor.

Did you know in OpenAir you can access the Resource module from within the Project module?

If part of your resource management process includes Project Managers creating bookings (or allocations, staffing, resourcing, or any other name you may have defined in your OpenAir system), you may be having them leveraging the booking grid functionality within the project itself or having them enter allocations directly in the Resources module.   Using the booking grid limits you to strict record time periods to ensure data is displayed properly (i.e. Monthly or Weekly).  Entering data directly into the Resource module requires moving between modules when a Project Manager which may be impacting adoption of your process.

To take advantage of booking entry, maintenance, and chart visibility within the Projects module, you can add the Booking tab directly to the Projects module tab list.  It will appear first next to the Projects tab and contain all of the List, Worksheet/Grid, and Chart functionality as found in the Resources module.   To implement this feature, contact OpenAir Support and ask for the internal switch.