Non Effort Driven resourcing

 

If you have come directly to this topic, you may first wish to review the topic Forecasting resources.

 

Non Effort driven resourcing is best used in the following scenarios.

 

Scenario

Use Task Type

I know when my task must start and finish, I need to assign resources to complete the work between these two dates.

Non Effort Driven

I know when my task must start or finish, I know how many days I want to spend on the task, I need to assign resources to complete the work within this time period.

Non-Effort Driven

 

 

  1. Having set your task Start and Finish date, ProjectMinder initially calculates the number of Planned Work Days between these two dates.
    In the example below, there are 22 working days available.

  1. Tick the box against the Worker(s) you would like to resource to this task.
    Workers are assigned to the project team via the project summary page.
    By default, all workers will be assigned to work the total number of days available between the start and finish date and the percentage of time required by them to complete that number of days will be displayed.
    This number of days is based on the company standard working day, as set in Admin > Company Settings > Working Time.
    A resource who works more hours per day than the company standard will therefore have a lower than 100% utilisation figure.

Example:

 

Task Start

Task Finish

Work Days

Company Standard Day

User Standard Day

Days Resourced

% Utilisation

1 April 2009

14 April 2009

10

7 hours

7 hours

10

100%

7 hours

5

50%

8 hours

10

87%

 

A user who works the same number of hours per day as the 'company standard working day' (in this example 7 hours) will require 100% of their time to complete the 10 days work.
A user who works an 8 hour working day will not need 100% of their time to complete 10 'standard working days' within the 10 days available.

 

Note: You may wish to add Generic users to the project team and use these for your initial resource plans.
             This allows you to forecast costs without allocating exactly who will be needed to complete the work.
             You can later replace the generic users with actual staff from the project team.

 

  1. To amend the number of days you require a resource to work on this task, either adjust the % figure or update the number of Days.
    Adjusting one figure will automatically update the other.
    In the example below, adjusting the worker Khan, John to 50% has automatically updated his days work to 11 (50% of the available 22 days).

  1. The number of Planned Work days in the top section will update to show the total work days for all Workers resourced to the task.
    Note that although the planned work days updates, the task start and task finish dates remain as previously set.

 

Note: If you now manually change the number of Planned Work days, this will no longer change the Task Finish date (as it did prior to assigning workers to this task).
             Changing the number of Planned Work days will update the % and Days allocated to the task workers.
    
If you need to change the Task Start or Task Finish date, this can now only be achieved by updating these dates directly.

 

  1. If you want to extend the Task Finish date, use the calendar button to set the new date.

  2. The Planned Work days will remain fixed as previously set.
    The Worker Days will remain fixed as previously set.
    The Worker (%) will update, taking into account the increased length of time this task is now set to run for and therefore the reduced percentage of time this requires for each worker.

  3. If the Worker resources also need more Days to now complete this task, these must also be updated for each worker.

  4. Click Save when all updates have been made.

  5. You can now review resource assignments in the Project > Resources screen.

 

Note: Remember - Do not use the Resources screen to calendar resource workers if you want to maintain the task start and end dates previously set for this non-effort driven task.

 

 

 

 

  Was this topic useful? Click here to provide feedback.

  Need further help? contact support.