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What happens to forecasts and actuals if resource is moved from one pool to another

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ShravanK
Regular Collector

What happens to forecasts and actuals if resource is moved from one pool to another

Hi,

We are using PPM 9.31 and Windows server.

We have 2 questions on Resource Management as below.

Can anyone please advise on solution.

1. If a resource is in a resource pool and allocated to a project/staffing profile request.

If the resource is now moved to a new resource pool (and removed from the old)…what happens?

Does the PM now have to recreate the request to the new resource manager for the new pool.
What happens to the previous forecasts and actuals for the resource on that project.

2. With Parent and Child pools

Pool A-> Pool A.1
Pool A-> Pool A.2
Pool A-> Pool A.3

Pool A.1-> Pool A.1.1
Pool A.1-> Pool A.1.2
Pool A.1-> Pool A.1.3


How can we report on utilization of resources for Pool A (parent pool to incorporate all resources)

Can anyone please advise on solution.


Best Regards,
Shravan

2 REPLIES
Erik Cole
Honored Contributor

Re: What happens to forecasts and actuals if resource is moved from one pool to another

Hi,

re: #1, The manager of the old pool should zero out any commitment as of the resource's transfer date, then forward the resultant outstanding demand to the new pool where that manager would make the commitments.

In practice, we have developed SQL scripts to do this process in order to support mass migrations triggered by large organization changes. But it's still a semi-manual process, in that the scripts need to be tailored each time depending on different factors.

re: #2 Can you elaborate on your requirement to "report on utilization"? The Analyze Assignment Load portlet will allow you to select a parent level pool and will give you the roll-up picture if you check the "Include children resource pools" checkbox in the portlet's preferences.

ShravanK
Regular Collector

Re: What happens to forecasts and actuals if resource is moved from one pool to another

Thanks Erik for your response. Can we have one child resource pool belongs to 2 parent resource pools.

If so, is there any impact on utilization of resources.

//Add this to "OnDomLoad" event