Demand and Allocation Core v.3.0

Requires at least one of the following solutions to be installed:

• Years, Quarters, Months, Weeks and Days (4fb0e9dd-40e7-4dd2-ba10-548b86ecebeb)
• Custom Period (963a4e5b-e5da-428f-9eea-ee6932364e73)

The solution is a required component of the following solutions:

• User Demand and Allocation (6d990828-2bd0-45af-afaf-e68d45b6a148)
• Team Demand and Allocation (64f866ef-fdcf-41cb-b6e6-bb56330fc4d1)
• Agile Release Train (ART) Demand and Allocation (48b8f89a-308a-4cce-93da-8df4cd789fb9)

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Solution Overview

The solution keeps the common rules for User, Team and ART Demand and Allocation solutions. It allows to use any combination of those solutions, based on who – Users, Teams or/and ARTs – you need to define demand and perform capacity planning.

Depending on what periods (Years, Quarters, Months, Weeks or custom periods as Program Increments or Team Iterations) you'd like to do capacity planning, one of the following solutions need to be installed:

• Years, Quarters, Months, Weeks and Days (4fb0e9dd-40e7-4dd2-ba10-548b86ecebeb)
• Custom Period (963a4e5b-e5da-428f-9eea-ee6932364e73)

Solution Configuration

Install the needed solutions

Before configuring this solution, please decided who you need to create Work Allocations for – Users, Teams or/and ARTs – and install the needed solutions:

• User Demand and Allocation (6d990828-2bd0-45af-afaf-e68d45b6a148)
• Team Demand and Allocation (64f866ef-fdcf-41cb-b6e6-bb56330fc4d1)
• Agile Release Train (ART) Demand and Allocation (48b8f89a-308a-4cce-93da-8df4cd789fb9)

Adjust Allocation Type custom field

By default the custom field Allocation Type contains three values – User, Team, ART – to support all the solutions for User, Team and ART Demand and Allocation. The values in the fields need to be adjusted to match the allocation types you use, i.e. you need to delete those which are not in use, and only leave those which are needed. To do that:

• Go to Settings -> Custom Fields
• Click Edit button next to Allocation Type custom field
• Delete the values that are not needed
• Set default value equal to the type of allocation you need if only one of them (User, Team or ART) is used

If you use Work Allocations for two or more solutions you need to leave there 2 or 3 needed values: User, Team or ART and leave the default value empty, so people have to choose the needed value when create a Work Allocation.

Adjust Quick Add (needed only if you use 2 or more Demand and Allocation solutions)

How to adjust Quick Add:

• Go to Settings -> Quick Add
• Select Work Allocation in the list
• Delete Connected User, Connected Team, Agile Release Train fields
• Add new configured Connected User, Connected Team, Agile Release Train fields (select which necessary)

Known Bug: Connected User, Team or Agile Release Train may not appear in Quick Add customizer. Please contact us to fix the issue.

Add Percentage editable unit

To enable the possibility to edit Work Allocation Percentage on roadmaps you need to create an editable unit for the Percentage field.

• Go to Settings -> Custom Units
• Add Percentage field

After this, you'll see Percentage on Work Allocation cards on roadmaps and will be able to adjust by clicking it.

Adjust Period

The solution is installed for Months by default. However, if you prefer to use Weeks, Quarters or Years instead, you need to adjust Automation Rules in the solution:

1. Install the solution from Solution Library
2. Go to Settings -> Automation Rules
3. Open the following rules one by one:
   1. Connect Demands to Availabilities by Periods
   2. Generate Demands and connect Periods based on Planned Start / Planned End Date of Work Allocation
4. Click JSON tab
5. Adjust PeriodType parameter based on the period type you need: WeekPeriod, MonthPeriod, QuarterPeriod, YearPeriod or Period

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Version 2.0