Work Allocation Forecasted Hours and Cost based on Team Rates

Requires the following solutions:

• Team Demand and Allocation (868e93a9-2211-4b45-b207-4399b3e9d9ce)
• Team Rate (9c1a0d08-1456-45d3-bae2-c0895e373cc6)

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Solution Overview

The solution extends Team Demand and Allocation solution. It allows calculating Total and Remaining Allocated Hours and Costs for Work Allocations. It's needed when you want to see how many Hours a Work Allocation includes based on its Planned Dates, Percentage and Connected Team, and calculate how much it may cost considering Team Rates.

After the solution installation, you will see new fields on a Work Allocation:

• Total Allocated Hours
• Remaining Allocated Hours
• Total Allocated Cost
• Remaining Allocated Cost

Hours will be calculated based on:

• Planned Start and Planned End dates of Work Allocation
• Percentage of Work Allocation
• Count of hours based on Man Day value (8 by default)

Costs will be calculated based on Team Rates active for Work Allocation Planned Dates.

Total Allocated Hours and Total Allocated Costs are calculated based on Work Allocation Planned Start and End Dates. Remaining Allocated Hours and Remaining Allocated Costs consider the Current Date and Planned End Date of a Work Allocation.

Note: Remaining Allocated Hours and Remaining Allocated Costs will be recalculated automatically daily.

Solution Configuration

If your company has a different from 8 Hours Man Day value, you need to adjust several automation rules. To do that:

• Go to Settings -> Automation Rules
• Open the following rules one by one:
  • Calculate Hours and Costs for Demands;
  • Update Hours and Costs for Demands when a Team Rate is updated;
  • Update Hours and Costs for Demands daily.
• Update MDValue = 8 to the needed amount of hours
• Click Save button

Calculate Hours and Costs for existing Work Allocations

When the parameters are updated in all the automation rules, you need to trigger the calculation of Hours and Costs for existing in the system Work Allocations.

• Open the Update Hours and Costs for Demands initially and daily automation rule.
• Click Save and Trigger button.

Note: if there are more than 1000 Work Allocations in the system, you'll need to trigger this rule several times until all the Work Allocations are processed. Check Rule Runs logs to see if all the Work Allocations are processed. There should be no more matches meaning all the Work Allocations have been processed.