Perform this activity to analyze resource demands. When working with resources available to multiple projects, project managers and other activities there is a possibility of resources being over-allocated. In order to prevent that, the Resource Analysis page can be used to analyze all resource demands and to find overloads in the resource structure. In this page you can compare the total load with the total capacity for a resource or a resource structure.
The main purpose of analyzing resource demand is to uncover overload of resources, i.e., planning to use more resource capacity than is available. After the evaluation, you should try to remove the overloads, i.e., reschedule activities, assign more resources or lengthen activities.
You can analyze the demand for a resource graphically and compare it to the capacity of the same resource. The settings done in the Resource Analysis Parameters page will decide both what data to be shown in the graph but also how the data is grouped and visualized. These settings are stored per user so same settings can be used regardless of what resource, resource group or resource structure to be analyzed, such as:
Planning Horizon Offset
Use these parameters to set the
planning horizon for each tab in the Resource Analysis
page. It is possible to define values for Day, Week, Month, Quarter
and Year tabs.
Filter Options
The filter options could be used to narrow
down the data to show and analyze in the Resource Analysis
page. It is possible to filter on Company, Site,
Customer and Program. It is also possible
to filter the load data on its Demand Status.
Group Options
There are some options for grouping and
highlighting data in the graph.
To be able to highlight load from the resource
planning for one specific project, the Primary Project could
be used. This could be combined with the Forecast Version to
instead group and show the load from a resource forecast for the specified project.
The Category values are used for grouping on the project specific
Category 2 field. It is also possible to group the load data
on their Demand Status.
Filter and Grouping on Projects
This table is used to
group and filter on multiple projects and highlight them in the
Resource Analysis page. The Project Group Text
is used to describe the selected projects and will be shown in the
Resource Analysis.
To view the load data, click on a bar in the graph. The demand can come from different sources in Projects, Maintenance, Service, Human Resources, Manufacturing, Mobile Maintenance and Resource Management. Each such source has its own category in the graph:
| Category | Description |
| Project Categories | If you use project categories in the Parameters tab, they are used to group together all demand related to projects of that category. |
| Project Planning | Project resource planning not related to analyzed project categories. |
| Project Forecast | Demand from project forecast set as the active forecast. |
| Task Management | Resource demand from maintenance activities, e g work orders. |
| Request Management | Resource demand from work tasks used in Service. |
| Training | Training activities for trainers and trainees, registered in Human Resources. |
| Absence | Absence registered in Human Resources. |
| Shop Order | Open shop orders that are not connected to projects in analyzed project categories. |
| Production Schedule | Production schedule load calculated by the CRP. |
| Proposed Manufacturing | Load calculated by the CRP for shop order requisitions, unreleased DOP, promise orders etc. |
| PM Action | Preventive maintenance actions. |
| MM Work Task | Resource demand from work tasks in the mobile maintenance area. |
| Misc. Resource Allocations | Miscellaneous resource allocations of type absence or non-absence, registered in Resource Management. |
| Crew Member Allocations | Allocations for periods where members have been assigned to work on Resource Crews. |
N/A
None, except for the changes you make that are based on your evaluation.