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Feedback #69944: Feedback on customers expectations regarding capacity planning/ resource management
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Updated by Lucas Knechtel 26 days ago
### Feedback:
_Capacity planning is based on different layers and presupposes the ability to define and manage weekly working capacity per user_
Without claiming to be exhaustive, three levels are highlighted as examples:
* **Generic resources** similar to op’s placeholder users to visualize needed experts or non-human resources while planning
* When it comes to non-human resources, it is essential to to have numerical limitations of every resource that can be assigned, analog to personal users.
* **Group resources** which are based on grouped users and their merged working capacity, to identify available capacity before assigning
Ideally based on user groups so that LDAP group synchronisation can be utilised
* **User resources** which are based on its individual working capacity per week, lineary or dynamically distributed over days. days
* Recurring Repetitive tasks can build a „background noise“, project works cover the remaining capacity
* Unfavourable: Low or excessive utilisation
* Ideal: Medium to high utilisation
Scenario Planning ("Draft Mode" / "What-if" Mode):
* Introduction of a "Draft Mode" for resource planning
_When it comes to conduct simulations (e.g., planning scenarios without direct impact on ongoing projects) without real impact on productive data before role based approval
Visualization of Utilization:
* Visualization of utilization data, staggered by projects, based on current data or in case of "What if" scenarios (see above)
Resource requests vs. assignments
* Distinction between requested and assigned resources (e.g., use of placeholder users in resource management).
* Clearly defined process: One person non-human resources, it is responsible for approving requests, another makes the request, it could essential to be helpful able to map these information via LDAP take limitations into account in bigger organisations
Resources on Parent Work Packages:
* Resource allocation on parent work packages (not just at the lowest level)
Daily Business and Availability Factor:
* Solution for resources in daily business: Introduction planning. A machine cannot divide itself._
**Context of an availability factor to map capacities.
* Short-term absences (vacation, sickness): Clarification on how to adjust existing project plans.
Extending baseline comparison: user:**
* Multiple data points for comparisons
Write Access for Custom Fields especially in case of estimated work:
* Restrict write access for custom fields, but make them available for specific roles.
<br>
Context of user:
* [ ] Non-user
* [ ] Uses Community Edition
* [x] Tests OpenProject Enterprise
* [ ] Existing customer
* [ ] Enterprise Cloud
* [x] [ ] Enterprise on-prem
* [ ] BIM Cloud
* [ ] BIM on-prem
**Link to Odoo (if applicable)**
* [https://helpdesk.openproject.org/web#id=29765&menu\_id=200&cids=1&action=300&model=crm.lead&view\_type=form](https://helpdesk.openproject.org/web#id=29765&menu_id=200&cids=1&action=300&model=crm.lead&view_type=form)
* Decision maker has rated this priority as high and decisive (for that reason, I chose to set it as high)
_Capacity planning is based on different layers and presupposes the ability to define and manage weekly working capacity per user_
* **Group resources** which are based on grouped users and their merged working capacity, to identify available capacity before assigning
Ideally based on user groups so that LDAP group synchronisation can be utilised
* **User resources** which are based on its individual working capacity per week, lineary or dynamically distributed over days.
* Recurring
* Unfavourable: Low or excessive utilisation
* Ideal: Medium to high utilisation
Scenario Planning ("Draft Mode" / "What-if" Mode):
* Introduction of a "Draft Mode" for resource planning
_When it comes
Visualization of Utilization:
* Visualization of utilization data, staggered by projects, based on current data or in case of "What if" scenarios (see above)
Resource requests vs. assignments
* Distinction between requested and assigned resources (e.g., use of placeholder users in resource management).
* Clearly defined process: One person
Resources on Parent Work Packages:
* Resource allocation on parent work packages (not just at the lowest level)
Daily Business and Availability Factor:
* Solution for resources in daily business: Introduction
**Context
* Short-term absences (vacation, sickness): Clarification on how to adjust existing project plans.
Extending baseline comparison:
* Multiple data points for comparisons
Write Access for Custom Fields especially in case of estimated work:
* Restrict write access for custom fields, but make them available for specific roles.
<br>
Context of user:
* [ ] Non-user
* [ ] Uses Community Edition
* [x] Tests OpenProject Enterprise
* [ ] Existing customer
* [ ] Enterprise Cloud
* [x]
* [ ] BIM Cloud
* [ ] BIM on-prem
**Link to Odoo (if applicable)**
* [https://helpdesk.openproject.org/web#id=29765&menu\_id=200&cids=1&action=300&model=crm.lead&view\_type=form](https://helpdesk.openproject.org/web#id=29765&menu_id=200&cids=1&action=300&model=crm.lead&view_type=form)
* Decision maker has rated this priority as high and decisive (for that reason, I chose to set it as high)