User Availability in Periods 3.0.0 | Targetprocess - Enterprise Agility Solution

User Availability in Periods 3.0.0

Requires the following solution to be installed: Years, Quarters, Months, Weeks and Days (4fb0e9dd-40e7-4dd2-ba10-548b86ecebeb)  Requires the following solution, if you do capacity planning based on a Custom Period: Custom Period Enablement (73f495ed-64e6-43dd-8958-dc43f7afb6b7)  Demand and Allocation by Custom Period (b6de9541-35bb-4aad-8679-53b5fa6f5eab) -

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Requires the following solution to be installed:

  • Years, Quarters, Months, Weeks and Days (4fb0e9dd-40e7-4dd2-ba10-548b86ecebeb) 

Requires the following solution, if you do capacity planning based on a Custom Period:

  • Custom Period Enablement (73f495ed-64e6-43dd-8958-dc43f7afb6b7) 
  • Demand and Allocation by Custom Period (b6de9541-35bb-4aad-8679-53b5fa6f5eab) - please follow the description in this solution to enable Demand and Allocation solutions by Custom Period.

It is a component for the following solution:

  • User Demand and Allocation (e683fdf5-c716-43fa-8d42-05ce4415b889)

Note: Availabilities can only be generated for one type of Period: Year, Quarter, Month, Week or Custom Period.

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Solution Overview

The solution is used to track people Total, Reserved and Available Capacity per a Period: such as Year, Quarter, Month, Week or Period. It allows (with additional solutions installed) to see how much capacity a person has based on their planned Work Allocations or/and Times Off (Vacations, Sick Leaves, Public Holidays and Overtimes) during a period. It generates Availabilities for each User for the defined period, and allow to see Total, Reserved and Available Capacity per a Period.

After solution installation, a new tab Availabilities will appear on a User view. It will have no data in the beginning, so Availabilities need to be generated (please see the description below).

Total Capacity is set automatically and equal to 100% representing total User capacity available during a Period.

There are several ways to calculate Reserved Capacity:

  1. It can be calculated automatically based on Work Allocations created for a User. Let's say a User is allocated to a Portfolio Epic from April to August for 100%. Then the Reserved Capacity for these months will be 100% and Available Capacity - 0% (User Capacity Demand and Allocation solution enables this)
  2. It can be calculated based on Time Off taken by a User. For example if a User takes a vacation for a week during May, his Reserved Capacity will be calculated based on a vacation duration and number of working days in a month (Vacation Consideration in Capacity solution enables this)
  3. It can be calculated based on both - Work Allocations and Vacations (solutions from 1 and 2 need to be installed).
  4. Reserved Capacity can be entered manually. To enable this you need to make Reserved Capacity custom field non system (editable) in Settings -> Custom Fields. Now you can enter Reserved Capacity right from a User view.

Available Capacity will be calculated as Total Capacity - Reserved Capacity and show how much capacity is available.

Solution Configuration

  1. Install the solution from the Solution Library
  2. Go to Settings -> Automation Rules
  3. Open one by one the following rules and set the rule parameters:
    • Generate Availabilities for ConnectedUser (Periods)
    • Generate Availabilities when a new User is created
    • Set Connected User Availability Name
  4. Click Raw JSON View
  5. Customize the rule parameters:
    •  periodType – defines for which period you do capacity planning. Set it to YearPeriod, QuarterPeriod, MonthPeriod, WeekPeriod or Period.
    • useIsActive – true will generate Availabilities only for active users, false - for all users on the account
    • availabilitiesQuantity  – limits the Number of Periods we want to generate Availabilities for. It is set to 999 to cover all existing periods in future, but mostly used for solution testing purposes. Let's say you would like to see how the solution works without generating thousands of Availabilities for each User for each Period first. Just leave the number as set by default if you are sure you need this solution.
    • generateAvailabilitiesForPastPeriods – controls generating Availabilities for only current and future periods or for the past as well
  6. Enable and open the following rule:
    • Generate Availabilities for ConnectedUser (Periods)
  7. Click Save and Trigger Now button

Note 1: Rule will be triggered automatically on a weekly basis to generate more Availabilities to match the defined (or for all the available future Periods) in the rule parameters number.

Note 2: You may see Set Reserved Capacity to 0 for Availability rule throwing errors. Just leave it for some time. It'll start processing normally after it and will set zeros to the Reserved Capacity field.

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Version 3.0

Integrations

See how Targetprocess aligns and empowers business and IT with the help of powerful integrations.

Targetprocess facilitates enterprise agility at all levels by enabling both Business and IT to work in one holistic solution. To help ensure value flow visibility and collaboration across the entire enterprise, Targetprocess allows a powerful set of integrations covering use cases for different levels and roles within organization.

For Transparency above the Team Level 
 
EXPAND 2 INTEGRATIONS

Azure DevOps
Azure DevOps
Add Targetprocess on top of the team level tool: get visibility on Product and Portfolio level.
Atlassian Jira Software
Atlassian Jira Software
Ensure free data flow from Jira to Targetprocess for greater visibility for all team members.

For Continuous Integration and Continuous Delivery 
 
EXPAND 6 INTEGRATIONS

Azure DevOps
Azure DevOps
Automatically associate branches and pull requests with Targetprocess entities
GitLab
GitLab
Automatically link branches and merge requests to Targetprocess entities.
GitHub
GitHub
Automatically associate branches and pull requests with Targetprocess entities.
Phabricator
Phabricator
Link code revisions with any Targetprocess entity.
Bitbucket
Bitbucket
Automatically associate branches and pull requests with Targetprocess entities.
Jenkins
Jenkins
Connect Targetprocess entities with work items, reflect issues back as Bugs or User Stories.

For Product Management, ITSM, Sales and Marketing to Stay on the Same Page 
 
EXPAND 5 INTEGRATIONS

Miro
Miro
Centralize unstructured communication on Miro’s online whiteboard inside Targetprocess.
Microsoft Project Server
Microsoft Project Server
Provide visibility into high-level goals and details about implementation for all teams.
Salesforce
Salesforce
Synchronize customer service, sales, the PM office, and development teams.
Zendesk
Zendesk
Allow all team members to collaborate on shared artifacts from customer service tickets.
ServiceNow
ServiceNow
Collaborate on shared work items, consolidate reporting across the entire organization.