Resource Planning

Jedox Model

Key Benefits

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✓ Supports combined bottom-up and top-down planning

process

✓ Integration with HR Model from Jedox Marketplace possible

✓ Holiday and Capacity Planning included

✓ Compare plan to actuals capacities

Process and Features of the Model

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Create work breakdown structure for project

Plan project details with resources (bottom-up)

Assign resources to projects (top-down)

Replan project according to assigned resources

Insert actuals for your project

Compare dispo and actuals

…

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The process of planning your resources

Before starting the process for the first time, openthe administration report and run both time load jobs.In addition to this initial run, we recommend to schedule the following job on a daily base:

→ irp_load_dimension_time

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The process of planning your resources

Creating a work breakdown structure

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To add a new project or to extend an existing one click “New element” while selecting the parent node of the new element.

To ensure you can plan on the project you have to set the value for “PlanningProject” to 1.

With this method it is possible to insert different projects with categories and sub-categories which reflect your work breakdown structure.

Project Planning – Select your project

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To plan the newly created project, access the project planning report and select the project you want to plan:

Project Planning – Select your resources

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After project is selected you can chose the resources which should be planned for the work. Already planned resources will be displayed by default.

Multiple selection is possible when holding ctrl and selecting the resources you want to add to the report.

Project Planning – Plan your project

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After selecting project and resources you can start planning by splashing into the cells:

Resource Planning – Selecting the project

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After planning in the project planning report you can change to the resource planning report for a top-down view on the project:

Here the planned resources are shown with the planned workloads.

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When the project is selected you can compare the planned values with the capacity of the resource and thus plan top-down with your resources:

Report shows Dispo and Plan values with the capacity of the resource left after planning (Evtl-Capa), the Capa which represents the resulting capacity after planning has been approved – also considering entered holidays.

Resource Planning – Checking the planning

Having finished checking plan values and remaining capacity the resource plan values can be confirmed by transferring them to Dispo via the shortcut “Copy from plan”:

This can be done in any Dispo cell, so for every possible knot

Note: Holidays do not need to transferred to Dispo, they are “published” automatically, as we assume that holiday approval process is independent from resource planning.

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Resource Planning – Approve the planning

Having finished checking plan values and remaining capacity the resource plan values can be confirmed by transferring them to Dispo via the shortcut “Copy from plan”:

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Resource Planning – Approve the planning

Enter values for actual spent time

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Entering actual values is done via the report “Enter Actual spent time per Employee” and selecting the resp. employee:

This can easily be extended to load the data automatically from your time tracking system.

Informational Reports

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On the holiday overview only planned resources are shown:

Dispo planning and Actual values for a selected resource:

The selection is made by double clicking the employee name or the label “All Employees”.

Job Administration

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The Job Administration report contains two buttons to start the following loads:

→ load the cube plan capa which contains the plan capacity

and

→ load of the dimensions time weeks and time calendar whichare important for reports witha relative time dimension