Resource planning with user allocations

This application is an Additional Feature. You can find the corresponding config set here.

Application

Plan for User-phase-allocation

As an alternative to normal resource planning, it is also possible to plan for the assignment of users to the phases (so-called User-phase-links).

In the System settings under resource planning, this additional feature creates the property Resource planning type with conversion from Standard to User-phase-allocation.

Resource planning is then based on the assignment of users to phases:

• The allocation of users to phases has new attributes Start date and End date.
• The calculated (derived) attributes Start date and End date on project phases take into account the data of all user allocations, analogous to the activity assignments.
• The Start date and End date on the phase can be overwritten by individual information on the phase-users-link. However, it is mandatory to specify a start and end date.

An effort budget is set on the allocation of an user to a phase. In this example, Lars Sorenson is scheduled for 120 hours for the introduction phase from 01.09.2025 to 31.12.2025 and Judith Feller for 100 hours in the individual period from 01.09.2025 to 31.12.2025.

In the resource planning view, you can see the distribution on the phase:

The following rules apply:

• Planning is always carried out in the user-phase-allocation. No plan data can be entered in the Time and pivot tables of the resource planning. In this case, these are read-only.
• The workload of an employee assigned per user-phase-allocation is calculated from the budget of the user-phase-allocation. The time distribution of the workload results from a distribution over the duration of the user-phase-allocation (start-end date).
• The Utilization graph shows numbers from user allocations to phases if the Utilization dimensions are correctly configured for user-phase-allocation.
• The distribution to the individual planning intervals (day, week, month) is calculated via resource time. For each interval, the resource time is calculated and thus the percentage of the interval in the total phase run time is determined.
• User-phase-allocation without budget are included in the invoice with 0 minutes. Phase budgets are not distributed to users.
• User-phase-allocation without start and end dates are not considered.
• For the display of planned values from user-phase-allocation in the resource planning views, the objects that are relevant for the shown period on the basis of their start and end data are taken into account.
• No Planning workers can be assigned. The scheduling is carried out exclusively on project users.

Requirements and download

• The modules budget & phases and resource planning must be licensed.

Important information before importing can be found in the article Interesting facts about the additional features. Please note that config sets change data in Vertec, which may result in existing data being overwritten.

The exact import process can be found in the Articles about the config sets.

Download the additional feature with the following link:

The following objects are created by importing the config set: