Using resource plans within data analysis

[James Triggs]

Hi,

How can you get reports in data analysis to show the correct resource
utilisation taking into account either the resource plan (if one exists) or
otherwise calculate it from the schedule?

We have some projects using resource plans and others just using the
schedule, but at the moment we cannot consolidate this down into one field in
data analysis. We are trying to show forecast work by month across all of our
resources.

I can also identify projects that use a resource plan by a custom project
level field. Is it possible to write an MDX expression for forecast work?

Thanks in advance for your help.

James

 

[Jonathan Sofer [MVP]]

It is an issue with data analysis that the resource plan utilization is
stored in a separate field than the project utilization if you are using a
mixture of both on different projects. It gets more difficult when you set
the resource utilization to switch from the project plan to the resource
plan at a certain date.

If you have a custom field showing up in the data analysis cubes and you
don't use the option in the resource plan to switch over at a certain date
then you should be able to use an MDX expression to create a single resource
utilization field. You might want to ask for the MDX formula and syntax in
the project.developer newsgroup.

I have used SQL reporting services to more intelligently pull resource
utilization based on the resource plan flag and the switch over date.

Jonathan

 

[Silly_King]

Where is the resource plan flag stored? if you know, it'll save me some
digging

 

[Jonathan Sofer [MVP]]

In the reporting database it is found in the project table/view. Here is a
sample query:

SELECT ProjectName, ResourcePlanUtilizationType,
ResourcePlanUtilizationDate
FROM MSP_EpmProject_UserView

If you look in the reporting schema which comes with the SDK, you will see
the following:

ResourcePlanUtilizationType - Type of resource plan usage,
FromProjectPlan=0, FromResourcePlan=1, FromProjectPlanThenResourcePlan=2
ResourcePlanUtilizationDate - Start date for use of the resource plan. Can
be different than the project start date.

Hope this helps,

Jonathan Sofer