Planning probability query

A forum for Deltek Vision Project Planning & Resource Management.
Matt Wilkin
Posts: 3
Joined: Tue Jul 10, 2012 1:33 am
Brief Company Description: Energetics - specialist in energy management and carbon reduction
Deltek Vision Version: 6.1
Number of Employees: 100
Company Position: Project Allocation Manager
Number of Offices: 0
Year Vision Installed: 2011

Planning probability query

Postby Matt Wilkin » Tue Jul 10, 2012 4:58 pm

Hi,

We have recently rolled out the planning module of Vision. I am keen to understand if anyone has a solution to the below

If I use the probability option when planning a project in the "project planning" module I can make a project disappear from the staff members resourcing line in "Resource Utilisation" module but the hours stay

So for example if I set the probability of a project to 50% and then goto the resource utilisation section and select only include plans with say probability of greater than 50% the project which is say 20% probability disappears from the individuals line but the planned hours for that project remain. This gives an inflated picture of a persons forecast utilisation. Is there a way to have those hours removed when using this type of probability planning?

Thanks

Matt

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Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Planning probability query

Postby Gerald Cox » Wed Jul 11, 2012 8:33 am

I see what you mean: Using the probability filters out the rows but does not effect total numbers. It shows a warning in the footnote area (which is enabled on the Legend tab) that says "Due to the query used in the search, values shown at the resource level are not supported by the plan levels shown below it."

I guess you could at least expand each employee to view the amounts listed for them and total that manually. Of course, this isn't particularly exactly what you're looking for or what you'd expect of a ERP system like this. It sounds like this is a question for support.

Sorry I couldn't be of help. Please let us know if you find a resolution.

Matt Wilkin
Posts: 3
Joined: Tue Jul 10, 2012 1:33 am
Brief Company Description: Energetics - specialist in energy management and carbon reduction
Deltek Vision Version: 6.1
Number of Employees: 100
Company Position: Project Allocation Manager
Number of Offices: 0
Year Vision Installed: 2011

Re: Planning probability query

Postby Matt Wilkin » Wed Jul 11, 2012 5:56 pm

Thanks Gerald. Will raise it with support.

We may use the alternative method of soft and hard bookings as that does make the changes in totals. It's problem is that the project managers cant see if staff members are hard booked when reviewing their project plans (they have to go to the resource management view) and you cant easily switch between showing hours for hard booked only and then combined soft and hard booked (to make this switch you have to change a system setting - ideally you could do it dynamically to enable easy viewing of potential and actual load at summary level). Isnt ideal as would like that indication to be given but I think it is lesser of two evils when compared to probability issue. Will just need to set some business rules in place to deal with it.

Thanks again

Matt

User avatar
Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Planning probability query

Postby Gerald Cox » Thu Jul 12, 2012 7:53 am

Matt, thanks for sharing the tip!

AliT
Posts: 100
Joined: Thu Apr 21, 2011 10:55 am
Brief Company Description: Marine consulting firm
Deltek Vision Version: 6.1
Number of Employees: 60
Company Position: Technical Aide
Number of Offices: 0
Year Vision Installed: 2010

Re: Planning probability query

Postby AliT » Thu Jul 12, 2012 11:43 am

One of the workarounds is to export the data out of Vision to Microsoft Project, as that's a much more robust resource allocation program than Vision's Planning. Of course, this seems redundant, but depending on how you want to slice and dice the info, it may provide a better snapshot for reporting purposes than Vision. In my experience with Planning, I've found that - at least for versions 5.0 and 6.x - it requires some tweaking to get it to provide the kind of forecasting and resource allocation data that is easily obtainable in MS Project. This isn't to say it can't be done, but it may require additional resources, such as paying for a custom report.

Matt Wilkin
Posts: 3
Joined: Tue Jul 10, 2012 1:33 am
Brief Company Description: Energetics - specialist in energy management and carbon reduction
Deltek Vision Version: 6.1
Number of Employees: 100
Company Position: Project Allocation Manager
Number of Offices: 0
Year Vision Installed: 2011

Re: Planning probability query

Postby Matt Wilkin » Sun Jul 15, 2012 5:11 pm

Thanks Ali. Will look into the exporting to Project but to me that is an absolutely against the principals of being able to use the system live, with real time data. We empower our staff (project managers, consultants, team leaders etc) to interact and update the system so it is critical that they get the best "view" of the system, not rely on reports etc to be run. We arent after detailed slicing and dicing yet just the basics which we should be able to get by using soft/hard bookings or probabilities etc. Thanks again for your reply - will see how project looks.

AliT
Posts: 100
Joined: Thu Apr 21, 2011 10:55 am
Brief Company Description: Marine consulting firm
Deltek Vision Version: 6.1
Number of Employees: 60
Company Position: Technical Aide
Number of Offices: 0
Year Vision Installed: 2010

Re: Planning probability query

Postby AliT » Mon Jul 16, 2012 1:57 pm

Matt,
You're welcome. Keep in mind that the way Vision is set up, it's designed around a mindset where the expectation is that someone will be generating reports for an executive to parse -- so if someone wants to see the data live as it is, not five minutes ago when I printed this report, it can be a little more challenging. Good luck!

Ali


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