Define Resource Analysis Parameters

Explanation

This activity is used to define analysis parameters for any resource, resource group or resource structure. You can analyze the demand for a resource graphically and compare it to the capacity of the same resource. The settings in the Resource Analysis Parameters page will decide what data to be shown in the graph and how the data is grouped and visualized. These settings are stored per user, so the same settings can be used regardless of what resource, resource group or resource structure is 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, Program and Resource Type. Filtering on Resource Type can be useful when analyzing data on a resource structure to be able to view the relevant data for a specific resource type. 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.

Prerequisites

N/A

System Effects

The resource can be analyzed given the selected analysis parameter.