Man Days instead of Percentage for Work Allocations (part 2) 1.3.0

Requires the following solutions to be installed:

• Man Days instead of Percentage for Work Allocations (part 1) (ab174736-0f33-4c6b-83f6-249b4fd34513)

You need to install one of the following solutions to have views with Man Days available:

• User Demand and Allocation in Man Days Views (e2b486c1-49e6-4550-838b-32bae5f2f0c1) (if you use Work Allocations for Users only)
• Team Demand and Allocation in Man Days Views (57c535fd-e7b9-4cb2-bbf7-507cebed389c) (if you use Work Allocations for Teams only)
• User and Team Demand and Allocation in Man Days Views (679c630f-ed6f-46d8-93d9-647bc7c4446a) (if you use Work Allocations for Users and Teams)

Important:

• Delete the following metrics before the solution installation:
  • Requested MD for Work Allocations
  • Requested MD for Demands

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Solution Overview

The solution is the second part of Man Days instead of Percentage for Work Allocations solution. It enables metric to calculate the Reserved MD for Availability, Reserved Capacity for Availability and Percentage of Work Allocations and Demands.

Reserved MD for Availability will be calculated based on Demands Requested MD; Reserved Capacity for Availability will be calculated based on Reserved MD and Total MD for Availability.

Percentage of Work Allocations and Demands will be calculated based on the Requested Man Days, as the following:

Percentage = ([Time Off, MD]+[Requested MD])/[Total MD]*100

It allows us to manage people's and teams' capacity and see if people will be overloaded based on the Requested Man Days and Time Off (Vacations, Sick Leaves and Public Holidays) they will take.

Solution Installation

Delete the metrics

Before the solution installation, please make sure the first part of the solution is installed and the following metrics are deleted:

• Requested MD for Work Allocations
• Requested MD for Demands

Now you can install the solution and use it for User and Team capacity planning.

Update Reserved MD Metric if needed

Reserved MD metric for Availability calculates how many days are reserved based on Requested MD from Work Allocations and Time Off entities. It works correctly ONLY for the case when you  ONLY use Users Demand and Allocation (no Team Demand and Allocation solution). So keep it as it is if it's your case.

If you use Teams Demand and Allocation solution ONLY, then the metric should be updated as following:

Demands.Sum([Requested MD])+Demands.AVG([Time Off, MD])+0

If you use both – Teams and Users Demand and Allocation – then it should be updated as the following:

IIF(ConnectedUser != null, Demands.Sum([Requested MD])+ 0, 
Demands.Sum([Requested MD])+Demands.AVG([Time Off, MD])+0)

To do that:

• Go to Settings -> Metrics
• Open Reserved MD for Availability metric
• Update the metric
• Save it

Version 1.3