People analysis

The Resources → People analysis screen provides an overview of people assignments across all selected plans in a single, normalised calendar view. This can help identify resource over- and under- utilisation.

Note

The analysis runs the scheduler across each selected plan independently. It does not re-balance or attempt to schedule people across plans. The same person can appear on more than one plan at the same time if the individual plans schedule them that way.

Select each plan’s scenario

Open the Resources → People analysis tab. Expand the Select scenarios section at the top of the screen. For each plan confirm whether it should be included in the analysis, and if so the scenario to model:

Run the scheduler across all plans

Click Analyze schedules to run the scheduler across all selected plan scenarios.

This may take some time to complete depending on the number of plans selected and the complexity of the scenarios. The progress bar will show how many plans have been analysed as the scheduler works.

View consolidated people assignments

Plans with different duration types are normalized to calendar days in this screen, regardless of their plan time period formats:

Note

Dates in column headers are formatted and localized to match your web browser language/locale setting

Analyse different scenarios

Select different scenarios for the plans in the Select scenarios section. This will clear any generated schedules. Click Analyze schedules to run the scheduler with the new selections.

Scheduling issues

Expand the Scheduling issues section to view a consolidated list of any scheduling errors or warnings:

Export the analysis

Click the Export assignments button to download the current analysis results as a Comma-Separated Value (.csv) file. Where a person is assigned to more than one work stream on the same day, that information is combined in the same CSV cell.