We are using HP PPM version 9.22. We are creating Requests using Demand Management. I have set up Time Management Activities for all possible Request work items and have associated the Activities with appropriate Requests
In the HP PPM Workbench, for each Demand Management Request Type, I have configured on the Resources Tab to 1) Use Time Management to track actuals, and 2) Activity is required for time logged against requests.
Once a Request is approved we would like to estimate the breakdown of hours by all Activities for the Request, at the level of each individual Activity.
I cannot find anyway to do this in HP PPM.
Request ABC has been submitted and approved
Manager indicates "Activity - Designing" will have an estimate of 40 hours for Request ABC
Manager indicates "Activity - Coding" will have an estimate of 80 hours for Request ABC
Manager indicates "Activity - Implementing" will have an estimate of 10 hours for Request ABC
Worker enters in time in Time sheet, selects Time sheet "Add Request" adding Request ABC, then selects line item Request ABC on Time sheet and selects "Line Details", and selects "Activity - Designing", "Activity - Coding".
Worker enters actual hours against the Activities line details.
That is the scenario. Then we wish to report Actuals vs Estimates by each Request, and each Request's individual Activities.
Hi There, I dont think you will be able to get the details at the activity level, having said that have you tried 'Analyze Assignment Load' portlet. It will give you the forecast along with the actuals.
You will need to have a staffing profile, set the demand and allocate a resource to it. Attached is the sample extract of a resource showing the capacity, demand and actuals. Rows highlighted in pink is the demand, the rows highlighted in green are actuals.
Have a look and see if that helps you.
Else you are better off doing some custom reports..
The main problem is Work Allocations only work at the Request level, when we want allocations of estimates at the Activity level within a Request. In addition, we have no fixed resources by Request or Activity, so that we can enter an estimate for a resource.
Currently we are only using the Demand Management and Time Management modules, so we are not running with Projects or Proposals being used.
Is there a way to provide entry of an estimate at the Activity level by Demand Request?
Ajay, again thank you so much for all your help on this matter.
From all of my research I had assumed that estimates at an Activity level, per Request, was not possible. You have provided me with specific information I was looking for so that I can report back to management and provide alternatives.
This has all been most helpful. And the tip on adding Resources to the Request form, I had not seen before, so that was another bonus from our conversation.