Suggested Adjustments Window Fields

The Suggested Adjustments window enables you to view and provisionally apply suggested adjustments to future project hours to match each resource's current capacity run rate. It provides an overview of how you can reschedule your resource's assignments to reflect the correct level of effort required to complete them successfully.

Summary Cards

The summary cards offer you a quick overview of the impact of the suggested hours adjustments on your project's KPIs. The individual resources and assignments selected in the Rescheduling to Match Capacity Run Rate table determine the values displayed in the summary cards. The following table describes the summary cards available in the Suggested Adjustments window.

Summary Cards in the Suggested Adjustments window
Summary Card Description
Predicted Impact on Cost The impact of the suggested hours adjustments on costs at project level. This is the accumulated total of all of the values in the Impact on Cost field for all of the resources and assignments currently selected in the Rescheduling to Match Capacity Run Rate table. For more information, see Impact on Cost.
Impact on Revenue Revenue at project level. This is the accumulated total of all of the values in the Impact on Revenue field for all of the resources and assignments currently selected in the Rescheduling to Match Capacity Run Rate table. For more information, see Impact on Revenue.
Suggested Adjustment The recommended increase or decrease in hours required to match the current capacity run rate at project level. This is the accumulated total of all of the values in the Suggested Adjustment field for all of the resources and assignments currently selected in the Rescheduling to Match Capacity Run Rate table. For more information, see Suggested Adjustment.

Columns

The following table describes the columns displayed in the Rescheduling to Match Capacity Run Rate table of the Suggested Adjustments window.

Columns in the Rescheduling to Match Capacity Run Rate Table
Column

Description
Impact on Cost

The impact of the suggested hours adjustment on project costs at resource and assignment level. Values are displayed in the currency of the project and are calculated as follows:

Suggested Adjustment * Assignment Cost Rate (Project Currency)
Impact on Revenue

The impact of the suggested hours adjustment on project revenue at resource and assignment level. Values are displayed in the currency of the project and are calculated as follows:

Suggested Adjustment * EVA Scheduled Bill Rate (Project Currency)
Name The name of the resource assigned to the project. Click next to the resource's name to view the details of all of the resource's assignments on the project.
Predicted Variance

The percentage capacity adjustment that is required to match future hours to the current capacity run rate. Calculated as the variance between the scheduled capacity run rate and the actual capacity run rate. Calculations are as follows:

Project actual capacity run rate % - Project scheduled capacity run rate %

Where:

Project actual capacity run rate % = Sum of actual hours up to the end of the previous week of the assignment / Sum of filtered calendar hours for the history of the assignment

Project scheduled capacity run rate % = Sum of estimated hours for the remainder of the project from the start of the following week until the end of the assignment / Sum of filtered calendar hours for the remainder of the project

Predicted variance is calculated at assignment level and rolled up to resource level by adding all of the resource's assignment hours together to produce an overall predicted variance.

For example, a resource has two assignments, as follows:

  • Assignment A has 210 scheduled hours remaining across a total of 900 calendar hours, which represents a scheduled capacity rate of 23%. However, the actual capacity run rate on this assignment is 33% (400 actual hours across a total of 1200 calendar hours). Therefore, the future predicted variance for this assignment is 33% - 23% = +10%. When applied to the calendar hours, this gives a suggested adjustment of +90 hours. Therefore the new scheduled hours after the adjustment are 210 + 90 = 300.
  • Assignment B has 10 scheduled hours remaining across a total of 300 calendar hours, which represents a scheduled capacity rate of 3%. However, the actual capacity run rate on this assignment is 25% (100 actual hours across a total of 400 calendar hours). Therefore, the future predicted variance for this assignment is 25% - 3% = +22%. When applied to the calendar hours, this gives a suggested adjustment of +65 hours. Therefore the new scheduled hours after the adjustment are 10 + 65 = 75.
  • In total, the resource has 220 scheduled hours remaining (210 + 10) across a total of 1200 calendar hours, which represents a scheduled capacity rate of 18%. However, the actual capacity run rate for the resource is 31%. Therefore, the predicted variance for the resource is 31% - 18% = 13% (actual capacity run rate - scheduled capacity rate).
Scheduled Hours The remaining scheduled hours for the project at resource and assignment level.
Suggested Adjustment

The recommended increase or decrease in hours required to match the current capacity run rate at resource and assignment level. The suggested adjustment for the resource is aggregated from the total suggested hours and the existing scheduled hours on each of their assignments. This is calculated as follows:

Predicted Variance % * filtered calendar hours for the rest of the assignment

Where filtered calendar hours = EvA Resource Weekly Capacity Hours filtered for the weeks that have scheduled hours.

Buttons

The following table describes the buttons available in the Suggested Adjustments window.

Buttons in the Suggested Adjustments Window
Button

Description
Apply

Provisionally applies the suggested hours adjustments to the Record Work Planner.