Also took the survey but chiming in here as well. Basically we would have serious problems if we lost access to the flash based tools in the near future, especially as some of the features we need don't yet appear to be available in production. Such as the AVL, BDG, VAR, NET numbers in the Resource Planner - need these to be available before doing away with legacy. Also, we need sufficient time with the new tools once they are up and running to figure out how they actually work, and how we are going to restructure resource pools, apply the changes, and then change manage and re-train our users. So keeping the legacy flash at least through January and ideally through Q1 would be essential for us.
Business Case Resource Estimates : unclear on where we create the resource Budget - in Preview, it looks like we still use the old Flash biz case resource estimate tool for this? So does this Flash piece stay in place? We need to retain the ability to control when / if the initial biz case estimates (budget by Job Role) are to be replaced by the (hopefully better) estimates in the project schedule estimates. In some cases we keep the rough biz case estimates (BDG) in place indefinitely because project planning isn't completed in advance, but we want to have some resource placeholders for future quarters.
Resource Pool Capacity Planner - haven't yet figured out how we change priority of the projects in the new tool? Also, all we are currently seeing is numbers for the PLN column, when is AVL coming - or have I missed something in our setup to enable this? It would also be helpful if the Excel export from new Resource Planner / Resource view was a flat file rather than a hierarchical view, ie the project is repeated on each line beside the roles and hours, rather than on the first line (ie as a sort of section headers). With an Excel flat file, we can subtotal or pivot if we want to summarize by project, however this is impractical with the current formatting. We are looking for this because we export the Capacity Planner data and use it to analyze resource demand & supply by staff vs contract (using a custom form on User data, since Workfront doesn't distinguish natively between contract and staff resources).
Resource Grid - It looks like we can filter by Team, but not by Manager - is there a way to do the latter in the Resource Planner / View by User? Some of our Managers have 3 or 4 teams reporting to them. Our managers use the Resource Grid to see which of their people are fully or over committed (managers act as the Resource Manager for their own teams, PM's who want to use a Manager's resource need to get their OK first). Their current resource grid view is filtered so the manager sees only their own people, irrespective of which team they are in. The managers with multiple teams aren't going to want to select each of them one at a time.
However, I must say that we are super excited about:
Resource Planner / view by Role - shows the demand by each Project under each role - instantly answers one of the most commonly asked questions we get. Just awesome! Brian Cameron Alberta Energy Regulator
