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Set available hours on individual users profile to pull into Resource Planning tools

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Level 8

17-09-2018

When calculating resource availability we are only given 2 options:

  1. Use the default schedule in the application which uses FTE and the system default schedule to calculate availability
  2. The users schedule is used to calculate availability and FTE is ignored.

Being a global company we can't use the default schedule in order to use the FTE function. Not a single user in our company has 40 hours of allocation as we account for other company let programs that require attention. Most users are set to 70%-80% allocation (.7 or .8 FTE) rendering the resource planning features difficult to use.

The other challenge is that in other countries globally the total working hours is not always 40 and it's a per person agreement in their contract. 2 users in the same office in the same country can have different working schedules. They then are at a 70% FTE off that full working schedule.

examples:

  • User 1 contract states 37 hours a week = 70% allocation for project work means 25.9 hours available for project work before they are over allocated.
  • User 2 contract states 40 hours a week = 70% allocation for project work means 28 hours available for project work before they are over allocated.
  • User 3 contract states 20 hours a week = 70% allocation for project work means 14 hours available for project work before they are over allocated.

All 3 users listed above sit in the same office with the same holidays and business schedule of 9-5 M-F. How do we account for this if we can't state the "Available Project Hours" on each users profile that the resource planning tool accounts for?

2 Comments

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Level 10

17-09-2018

Hi Kimberly, have you tried adjusting the FTE on each employee's profile? That is what we do for our global instance.

User 1 is an FTE of .6475

User 2 is an FTE of .7

User 3 is an FTE of ,35

That will then adjust the available hours for each. I do recommend that your default schedule is one without company holidays as different countries have different days off and that gets tricky.

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Level 8

18-09-2018

Hi Anthony,

How do you handle Bank holidays then? Does having a default schedule with no holidays set to say GMT impact a user who is located in EST US?

I see where a default schedule without holidays can make the FTE available I'm just concerned with having to go into each users profile and blocking of bank holidays.