Project and Portfolio Management Practitioners Forum
cancel
Showing results for 
Search instead for 
Did you mean: 

Is there any impact to people allocated in a staffing profile whose resource pool has changed

Highlighted
ShravanK
Regular Collector

Is there any impact to people allocated in a staffing profile whose resource pool has changed

Hello All,

My Client Organization is going to change the resource structure and would like to understand impact on the resource pool changes.


Could you please let us know is there any impact to people allocated in a staffing profile whose resource pool has changed.

For ex, if one resource allocated in staffing profile until december 2017, if the user's resource pool has been changed in May 2017,  Is there any impact to existing allocations.

Do we need to resend the resource requests to new resource pools.


Best Regards,
Shravan

2 REPLIES
Amishra
Member

Re: Is there any impact to people allocated in a staffing profile whose resource pool has changed

Hi Shravan,

For Project Managers:

  • For all the existing positions including (new) they don’t have to worry about it, as they will be able to send requests to old pools, including disabled ones.
  • It will be status quo for them, they will not see any difference even for committed resources/positions.

 

For Resource Managers, they will have to manage:

  • The existing resource requests in the old pool either by forwarding to the appropriate new pool or by rejecting it (which goes back to the project)
  • The resources i.e. move them to the right pool.
  • The participation of the resources in the pools.
  • They will have to monitor the old resource pool for any new requests; as PPM doesn’t stop any one sending any existing resource requests to old/disabled pools (esp. for the ones which are already in ‘New’ status).

 

Hope this gives you some idea.

Ajay

ArunKr
Super Collector

Re: Is there any impact to people allocated in a staffing profile whose resource pool has changed

Yes, there is some impact if the resources switches Resource Pool and still working in the same project.

Consider Resource A is committed to a project from Pool X from Jan - Dec. He's committed from Pool X for the whole year. Now if he changes to Pool Y in Apr, his pool in the staffing profile will not automatically change.

  • The PM must end the position forecast till Mar and remove all the forecast from Apr-Dec
  • The RM1 of Pool X should remove the allocation of Resource A from the project from Apr-Dec
  • The PM must create a new position and send the resource request to the new Pool Y for Apr-Dec
  • Now, the RM2 of Pool Y should commit the Resource A

these are the steps to follow for ideal case.

 

If the PM changes the resource pool name from Pool X to Pool Y instead of creating a new postion and send the resource request, the RM of Pool Y will not be able to assign the same resource as the resource is already assigned, however he can assign a new resource to the same position.

 

If the RM transfers the request, it is also the same case. The resource pool name at position will change to new Pool Y but the RM of Pool Y will not be able to assign the same user.

 

In order not to create a new position, the RM1 (Pool X) can remove the resource A from the position and either he could transfer to new Pool Y or the PM can change the Pool name to Pool Y and send the resource request. As the Resource A was removed from the position, the RM2 could commit him now. 

 

If the assignment is not changed, the resource A is still considered as allocated from Resource Pool X and will impact his capacity and forecast.

 

let me know if you still have any questions.

//Add this to "OnDomLoad" event