Effort Forecast

This Document can be found in the following categories:

To view the effort forecast grid, click 'Portfolio Management' in the menu header and select 'Effort Forecast'

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You will be directed to the 'Effort Forecast' page which displays all resource and skill assignments for the nodes selected in the Get Data dialog. 'Save Data' is available if you  have R1 or greater resource rights, .

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Edit Assignment

Effort values and comments for existing assignments can be edited by clicking in the appropriate cell and changing the value. Click 'Save Data' to save the new values to the database.

Insert Assignment

Click the 'Insert Assignment' button to create a new resource ,skill, or Non-Labor assignment.

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A resource node and a project must be selected to insert an assignment.

Resource Assignments

After selecting a resource node the candidate list will populate with available resources from the selected node. 'Show Assigned' must be checked to view resources already assigned to the selected project. An asterisk in front of the name identifies resources assigned to the selected project.

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To narrow the results to resources with a specific skill, select the skill from the skill dropdown and place a check mark in the 'Filter by Skill' checkbox.

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Highlight the resource(s) to be assigned in the candidate list and click on the 'Insert Assignment' button.

Skill Assignments

To insert a skill assignment, toggle the Skills button and add an assignment as described for resources.

Inserting Effort Values

After the dialog has been closed the new assignments will be shown on the grid. Enter effort values for applicable periods.

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Note : Inserting a new assignment or changing the value in the comment or effort value fields will automatically check the box to the left of the row

Save Data

When the button 'Save Data' is clicked, all rows with a checkmark on the left will be saved to the database.

Save as Requests

When the button 'Save as Requests' is clicked, all rows with a checkmark on the left will be saved as requests to the database. New requests will stay visible in the effort grid until the data is refreshed by either moving to another page or initiating a Get Data.

Note: Unlike assignments, requests with no effort values can not be saved.

Note : The status of assignment requests can be viewed on the Assignment Request History Page.