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Using projeqtor without plannification

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06 May 2020 09:44 #1 by LongChair
Hello everyone,

We have been trying to use projector for a month to check how adapted it was to our way of working.

Our needs are :
- To have a global shared planning
- to get some data on people business / availability.

In the past month we have had a lot of misunderstandings by our users on the planification feature and i was wondering if there was a way to avoid part of it.
I have tried to check in the options, but couldn't fins anything that looks related to our need. So let me explain what we would need.

- Our engineer make a schedule for their project, using basically start date and duration.
- they also use link between tasks and this works fine.

Problem comes when some people work on several tasks at one time and when they are overbooked. this is like constant situation here which would require to adjust the planning way too often. What we have now is that when this happens, projeqtor will just move tasks around to avoid the surbooking, which cuases a lot of issues.
At the same time when people are overbooked and that we need to move tasks, it won't allow it and that will generate a lot of frustration as they need to find out why.

So here is the main question : Is there a way to have the planification feature ignore overbooking and just handle the relation ships with tasks, allowing you to move around tour tasks, but not doing that automatically ?

Thanks for your support.

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07 May 2020 19:58 #2 by babynus
So here is the main question : Is there a way to have the planification feature ignore overbooking
No, there is not way to ignore overbooking, but there is a way to allow some overbooking. Have a look at this feature available on each resource.

Babynus
Administrator of ProjeQtOr web site

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09 May 2020 19:58 - 10 May 2020 08:33 #3 by burgerzs
Hi,

On the one hand, I think this possibility to set overbooking on the resource level is very good.

On the other hand, I noticed that project managers also like to see an ideal state, how the project would go if the assigned people would only work on that specific project. (Don't ask me why.) If you would like to achieve this at the moment, you have to set overbooking one by one for each resource, and it may be inconvenient.

I have an evolution idea, and for that, I created a first version based on v8.4.4 :
I slightly changed the planning part to have a checkbox to calculate planning with "infinite capacity of a resource". If it is checked, then capacity is calculated almost as if for each resource 999 FTE was set for overbooking. (It behaves only almost as if we were setting overbooking one by one for each resource because currently if I set allocation of a resource for a project to e.g. 60% and I also set overbooking, then 60% is not taken into account anymore for a given project. In my version, 60% is taken into account for a given project on a weekly basis. For me, this latter seems to be more reasonable than how projeqtor works at the moment. Although, I don't know if my version calculates correctly in every case.)

I attached the files and two screenshots. It might be useful to add that kind of feature to the product.

File Attachment:

File Name: overbooking.zip
File Size:43 KB
Attachments:
Last edit: 10 May 2020 08:33 by burgerzs.

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10 May 2020 13:31 #4 by babynus
Hi,

Plan with "infinite" capacity (or at least 999 FTE) will work only for fixed duration or regular tasks.
It will give wrong calcultation for default "as soon as possible' planning mode as most tasks will be done in 1 day..

Babynus
Administrator of ProjeQtOr web site

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11 May 2020 08:20 #5 by burgerzs
If you set 999 FTE in the "Variations in resource capacity" block, then it really behaves as you described, so e.g., a 40 hours task will be planned to 1 day.

But if you set 999 FTE in the "Management of surbooking periods" block, then the maximum daily plan on one task will be a maximum of 8 hours. So a 40 hours task will be distributed to 5 days. In my previous post I was talking about this functionality.

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