Representations of the Resources theme

This page details the various concepts used to represent and track resources.

References and targets
Workload
Loading and resource enhancement

References and targets

How do I define my resource targets, and compare initial scheduling with actual adjustments?

capacity (resource)

representation a number of days during which the resource can work. Example: 22. ⚙️ Formula: capacity is calculated in the resource screen. Resources - Capacities and costs tab as well as via a resource calendar.

target representation a budget, resource or indicator corresponding to the project's initial forecast. What we believe to be true at the start of the project. The target schedule is the "ideal" schedule imagined at the start of the project. It is likely to differ from the estimated schedule, which changes over the course of the project.

Re-estimated

⚙️ Formula: Reestimated = Cumulative completed + Overall AFR It is interesting to compare this re-estimate (what has happened on the project) with the target (what was originally planned).

availability

⚙️ Formula: availability = capacity -remaining work + completed) The calculation is completed from the current period to the end of the phase. In manual scheduling mode, the monthly value is taken into account. The remaining schedule or overall remaining work have no influence on availability.

Workload

What do my resources still have to do, and how can I distribute the remaining workload?

remaining work (RAF) / remaining work Global

⚙️ Formula: RAF = capacity - completed For resource scheduling : this is the estimated number of working days remaining for the resource to complete its mission on the phase, from the scheduling date.

Remains to schedule representation used only in manual scheduling mode for resources. ⚙️ Formula: Reste à schedule = remaining work - (∑ remaining work réparti).

detailed smoothed remaining work (RAFDL)

Quantity of work remaining to be done on a phase to which a resource is assigned, which is distributed automatically. The allocation is made on a monthly or daily basis. ⚙️ Formula: Smoothed detailed AFR = Overall AFR - Manual detailed AFR ⚙️ Formula: Daily value of RAFDL = (Global RAF - RAFDM) / (number of working days in the phase for which the resource is scheduled at the time of calculation - number of days for which RAFDM is entered)

remaining work detailed manual (RAFDM) Quantity of work remaining to be done on a phase to which a resource is assigned, which is distributed manually. The breakdown is done by months or days.

forecast total distributed The forecast total, like the remaining work, is one of the representations that make up resource scheduling . It is a "general" scheduling at the monthly level, calculated automatically. It is historized by period initialization each month. Unlike the remaining work, this representation is not decremented over time.

The forecast total works with a forecast rate (q).

⚙️ Formula : q = (sum of distributed forecasts for projects/phases to which the resource is allocated) / capacity

forecast total remaining ⚙️ Formula : ∑(distributed forecasts M, M+1, M+2, M+3...) (sum of distributed forecasts for projects to which the resource is assigned). representation for resources, used to manage resource allocation. It's a "general" scheduling at the monthly level, calculated automatically.

The forecast total remainingforecast total is a representation for resources, used to control resource allocation. It corresponds to the forecast total for the last month after period initialization. This month must be included in the choice of period displayed in the capacity plan .

Loading and resource enhancement

What have my resources accomplished, and how much does it cost?

completed

For budgets: representation corresponding to the amount of expenses booked (asInvoiced") For resources: representation of activity entries

completed cumulated

For budgets: representation corresponding to the amount of booked expenditure accumulated since the start of the project (asInvoiced") For resources: representation of activity entries since the start of the phase

cost Monthly resource cost. This cost is calculated via a monthly rate defined in the tab for each resource.

Resources - Capacities and costs tab . The aim is to add value to resources.