Project People Plans

Import People Plans

The plans import feature provides the resource planner with the ability to load a list of planned work entries into Unanet (for the current project).  The file must be in the current Planned Work Import csv layout.  Supply the name of the file to be imported and click on the import button.

Field Descriptions (click on a link below for additional information)

Plan Set   (this criteria will only appear if the Plan Set feature is enabled) Plans

 

Warning and error messages are written to the screen.  See the Planned Work Import help page for more information about importing plans.

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Export People Plans

The Plans Export feature provides the resource planner with the ability to save a csv formatted file containing information about planned work entries on the current project (optionally filtering by user, person active status, or limiting to those entries intersecting the provided date range).  The layout of this output file will match the current Planned Work Import layout.

This feature may be useful if you would like to manipulate the plans in mass via an excel spreadsheet for example, or possibly create a similar set of plans for another project from this project's list of plans.  In these scenarios, the resource planner could export the plans, make any desired changes via a spreadsheet and then import the modified file using the Import Plans feature (described above).

Field Descriptions (click on a link below for additional information)

Plan Set   (this criteria will only appear if the Plan Set feature is enabled) Person Person Status Date Range  (include those entries intersecting the date range)

 

Permission Note:  When run by a non-administrative user from the Project Profile, a users ability to export bill or cost related fields is governed by each users Cost Rate and Bill Rate Manager role..  Bill and Cost related fields will be empty if the user does not have the corresponding role.

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People Plans Search / List

The Plan >> Search / List screen is used to list existing planned work entries for this project (by task).  Values in light grey text indicate default values (e.g. a person's default bill rate, person  organization, etc.), with other (darker font) values reflecting entries explicitly entered by the project manager.

Clicking on the List tab will display a complete list of existing planned work entries.  Using the various selection criteria on the Search tab, you can narrow down the resulting list.

Save Criteria

Selection criteria for specific lists can be saved by clicking the  () link after criteria has been entered.  This criteria can be later recalled on this screen by selecting a previously saved criteria from the Saved List drop-down.  Individual saved criteria list can be managed via the Reports >> Saved screen in the  My Lists  section.

Add Plans (bulk add/edit screen)

The add plan () icon will display the bulk planning screen.  This screen can be used to add one to many users to a project.  This screen can also be useful for affecting a mass update by un-planning a group of users and then re-planning them with the updated plan attributes.

Add Plans w/ Search

The add plan w/ search () icon will allow the resource planner to first narrow down the list of available users before proceeding to the bulk planning screen.  The resource planner can search for users based on availability or those having a particular skill set, or perhaps belonging to a particular organization.  

 

Field Descriptions (click on a link below for additional information):

Plan Set   (this criteria will only appear if the Plan Set feature is enabled) Person Person Status Location Task Date Range Budget In Column Options

 

Field Descriptions (click on a link below for additional information)

List - Icon Controls (add, update,copy, delete and delete all planned work entries) Plan Set   (this field will only appear if the Plan Set feature is enabled) Task Person Begin Date End Date Link Dates Labor Category Bill Rate Cost Rate Cost Element Location Request ID Plan Hours   (Note that these final three fields may instead reflect FTE values) Actual Hours Variance Hours

 

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Turning People Plans into People Assignments

Planned work entries can be copied into people assignments by navigating to the Project Profile >> Assign Plans screen where you can narrow down which plans you would like to copy into people assignment entries.

Edit Individual People Plans

The edit individual plan () icon will provide a screen for the resource planner to edit attributes for a single planned work entry.  This screen will resemble the lower portion of the bulk plan add screen.

 

Note about displayed Default Values

Keep in mind these default values may reflect date sensitive values (based on the currently displayed Begin Date of the plan) and thus are to be consider estimations.  The derived values used when reporting on plans will depend on the then current settings and work date.  Further, note that changing the Plan Dates will not trigger the screen to refresh displayed default values based on that new date.

Field Descriptions (click on a link below for additional information)

Change Person Plan Set  (this criteria will only appear if the Plan Set feature is enabled) Task Plan Dates Begin Date End Date Link Dates to Project / Task Dates Block Out as unavailable for other plans Plan Labor Hours or Utilization Bill Rate Cost Rate Miscellaneous Cost Element Labor Category Location

  

Note that a users ability to view bill or cost rates is governed by each users Cost Rate Manager and Bill Rate Manager role assignments.  Further, the Allow Bill Rate Edit (unasource.allow_bill_rate_edit) and Allow Cost Rate Edit (unasource.allow_cost_rate_edit) properties can be used to control whether these fields are view only or editable.

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Turning People Plans into People Assignments

Planned work entries can be copied into people assignments by clicking on the Save/Assign button from this screen, and further specifying which entries should be copied.  This will navigate you to the People Plans to Assignment screen.

You can also navigate to the Project Profile >> Assign Plans screen where you can further narrow down which plans you would like to copy into people assignment entries.

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Add People Plans (bulk add/edit screen)

The add plan () icon will display the bulk planning screen.  This screen can be used to add one to many users to a project.  This screen can also be useful for affecting a mass update by un-planning a group of users and then re-planning them with the updated plan attributes.

Add Plans

To add new planned work entries, use the filter to populate the Available People list.  Select one or many Available People, optionally one or many Tasks and click on the right arrow button.  You can then fill in the details in the lower portion of the screen to identify other planning attributes.

Remove Plans

Similar to adding planned work entries, in order to remove entries, simply select the desired items in the Plans for <Project> window and click on the left arrow button.

Field Descriptions (click on a link below for additional information)

Plan Set   (this criteria will only appear if the Plan Set feature is enabled) Available People Task for <Project> Plans for <Project> Plan Dates Begin Date End Date Link Dates to Project / Task Dates Block Out as unavailable for other plans Plan Labor Hours or FTE Bill Rate Cost Rate Miscellaneous Cost Element Labor Category Location

 

Note that a users ability to view bill or cost rates is governed by each users Cost Rate Manager and Bill Rate Manager role assignments.  Further, the Allow Bill Rate Edit (unasource.allow_bill_rate_edit) and Allow Cost Rate Edit (unasource.allow_cost_rate_edit) properties can be used to control whether these fields are view only or editable.

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Turning People Plans into People Assignments

Planned work entries can be copied into people assignments by navigating to the Project Profile >> Assign Plans screen where you can narrow down which plans you would like to copy into people assignment entries.

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Add People Plans w/ Search

The add plan w/ search () icon will allow the project planner to first narrow down the list of available users before proceeding to the bulk planning screen.  The project planner can search for users based on availability or those having a particular skill set, or perhaps belonging to a particular organization.  

After supplying the desired selection criteria, click on the List tab to display the matching users.

Field Descriptions (click on a link below for additional information)

Plan Set   (this criteria will only appear if the Plan Set feature is enabled) Plans from Other Projects (Included in Availability Calculation)   (this criteria will only appear if the Plan Set feature is enabled) Person Date Range Budget In Include Unavailable Labor Category  (Person's Default) Location  (Person's Default) Skills Show Skills

 

The resulting list of matching users will resemble the following.

Field Descriptions (click on a link below for additional information)

List - Icon Controls (include one, several or all) Plan Set   (this field will only appear if the Plan Set feature is enabled) Person Plan Hours Actuals Available Hours Labor Category Location

 

Choosing to add an individual user from this list () will present the project planner with a screen that will resemble the lower portion of the bulk planning screen above (Plan Overrides section and below).

Choosing to add multiple users at once () will present the project planner with a screen similar to the bulk add screen, without the ability to further filter the left (Available People) window.

Note that a users ability to view bill or cost rates is governed by each users Cost Rate Manager and Bill Rate Manager role assignments.  Further, the Allow Bill Rate Edit (unasource.allow_bill_rate_edit) and Allow Cost Rate Edit (unasource.allow_cost_rate_edit) properties can be used to control whether these fields are view only or editable.

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Turning People Plans into People Assignments

Planned work entries can be copied into people assignments by navigating to the Project Profile >> Assign Plans screen where you can narrow down which plans you would like to copy into people assignment entries.

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Plan with Grid

The Plan with Grid feature is available for customers that prefer to manage planned work entries on a periodic basis.  In addition to entering hours in a convenient matrix layout, this screen also has powerful editing capabilities which can be used to modify planned work details for one or many users.  This screen is comprised of Search and Plan tabs.   

See Forecast >> People Planner for more information about planning users via a grid like screen across multiple projects at once.  

 

Search Tab

Using the various sections on the Search tab, the Resource Planner can control who will be included and how the grid will be laid out.

• Plan For -- Defines how the grid will be laid out (e.g. Tasks by People, People by Tasks, etc.), what each cell will represent in terms of weeks, months, etc., how many periods will be included, beginning with what date and whether the grid will reflect Hours or FTEs (full time equivalents).

• People to Plan -- Defines which users will be included in the resulting output.  By default, all users that have existing planned entries for the project or specified task will also be included in the resulting grid (even if they do not have an entry for the time frame specified).

• Grid Contents -- Determines additional display and filtering options.

• Resource Utilization -- Provides for the ability to display user utilization by user defined color scheme (across projects), to enable the planner to quickly see where users may have availability.  To understand what a user is specifically planned for in a period (on this and other projects), you can view the same user in a Resource Allocation report (perhaps in another browser tab).

Save Criteria

Selection criteria for specific lists can be saved by clicking the  () link after criteria has been entered.  This criteria can be later recalled on this screen by selecting a previously saved criteria from the Saved List drop-down.  Individual saved criteria list can be managed via the Reports >> Saved screen in the  My Lists  section.

After supplying the desired selection criteria, click on the Plan tab to display the resulting grid.

 

Field Descriptions (click on a link below for additional information)

Plan For Plan Set   (this field will only appear if the Plan Set feature is enabled) Plan View Task Name Planning Periods Budget In People to Plan Person Labor Category  (Person's Default) Location  (Person's Default) Skills Grid Contents Resource Utilization

 

Plan Tab

The resulting grid will resemble the following.  The cells in the grid will reflect the number of existing planned work hours for a particular time period (e.g. month).  Additionally, the resource planner can quickly add or change hours via these cells.

When saved, these cell values will be translated into individual planned work entries having a date range from the beginning of the period to the end of the period (e.g. a monthly Jan-20 entry will be saved as 1/1/20 --> 1/31/20).  These entries can be viewed and edited via the other planning screens such as the People Plans >> List .

Additional planned work details for each cell can be manipulated via the grid by double clicking on a cell, a person's name, a column header or the upper left "Person" label (to edit the entire grid).  

 
 

Field Descriptions (click on a link below for additional information)

Plan Set  (this criteria will only appear if the Plan Set feature is enabled) Plans for Column Headers Grid Cells

 

Edit Plan Details

The grid allows for easy entry of hours values, but can also be used to update other planned work entry attributes.  The editing of these details can be accomplished by double clicking on a:

Single Cell  (supply details for an individual cell in the grid)

Entire Row  (supply details for all displayed cells for a particular person)

Entire Column  (supply details for all displayed cells for a particular period)

All Cells  (supply details for all displayed cells in the grid)

 

When adding additional hours to empty grid cells, the plan details supplied will be copied from the next populated grid cell to the left of the current cell (unless explicitly overridden by one of the Edit Plan Details methods described above during the same edit session).

 

 

 

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Turning People Plans into People Assignments

Planned work entries can be copied into people assignments by clicking on the Assign button from this screen, and further specifying which entries should be copied.  This will navigate you to the People Plans to Assignment screen.

You can also navigate to the Project Profile >> Assign Plans screen where you can further narrow down which plans you would like to copy into people assignment entries.

 

Copy People Planned Work Entries to People Assignments

In the event that you have created planned entries that you would now like users to be able to begin charging against, you can use the Assign feature.  This feature allows a Resource Assigner to create assignments from planned work entries (essentially, cloning plans into assignments).  

These screens will show one or many planned work entries.  Each may have an accompanying set of zero to many existing assignments that overlap the planned work entry. If you have more than one existing assignment for a single planned work entry, do note that upon updating the system with the new assignment information, the existing assignment entries will be replaced.

Planning at the Project or Task Level

If the project is identified as requiring project level assignments but the planning was done at the task level, the user will not be permitted to create an assignment from the planned entry.

If the project is identified as requiring task level assignments but the planning was done at the project level, the user will not be permitted to create an assignment from the planned entry.

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You can access this screen by clicking on the Assign button from one of the plan work add/edit screens or from the Assign icon along the top of the plan list screen.   To make the assignments, click the check box next to each planned work entry that you would like to make an assignment from and then click on the Save button.  Note that you can also click on the select all / de-select all check boxes at the top of the Assign and Exceed columns.

Once the assignment as been created from the plan (or if an assignment had previously been created from a plan) the check box will no longer be active and a message will indicate that a matching assignment exists for that plan.

Field Descriptions (click on a link below for additional information)

Person Begin Date End Date Link Dates Labor Category Bill Rate Cost Rate Project Organization Person Organization Cost Element Location Hours Exceed Email Notifications

 

Important Note: When you modify or remove an assignment, any non-EXTRACTED/non-LOCKED timesheets are immediately updated with the modified assignment attributes (or person's default attributes in the case of an assignment removal).  

For example, if you modify a user's bill rate, once you hit save, any timesheets that overlap the date range for the changed assignment will have the bill rate updated immediately.

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