Suggested Adjustments Window Fields

The impact of the suggested hours adjustments on the project's margin, expressed as a percentage. This value changes depending on the resources and assignments selected in the Rescheduling to Match Capacity Run Rate table, and is calculated as follows:

Predicted new margin % - Projected existing margin %

Where:

Predicted new margin % = ((Projected revenue + Predicted Impact on Revenue) - (Actual costs to date + Scheduled costs + Predicted Impact on Cost)) / (Projected revenue + Predicted Impact on Revenue)

Projected existing margin % = (Projected revenue - (Actual costs to date + Scheduled costs)) / Projected Revenue

Where:

Projected revenue = (Billings Value (Project Currency) filtered by subtype = Actual) + (Billings Value (Project Currency) filtered by subtype = Scheduled, for billings greater than or equal to today's date). Billings Value (Project Currency) is a field in the Billings dataset in PS Cloud Core Analytics. For more information, see Billings Dataset PS Cloud Analytics Output Fields.

For more information on the predicted impact on revenue, see Predicted Impact on Revenue.

Actual costs to date = Project Total Costs, which is a field in the Billings dataset in PS Cloud Core Analytics. For more information, see Billings Dataset PS Cloud Analytics Output Fields.

Scheduled costs = EvA Scheduled Costs (Project Currency) filtered by EvA Time Period Type = Weekly, for EvAs greater than or equal to today's date. EvA Scheduled Costs (Project Currency) is a field in the Project Reporting dataset in PS Cloud Core Analytics. For more information, see Project Reporting Dataset Output Fields.

The impact of the suggested hours adjustments on the project's budget. This value changes depending on the resources and assignments selected in the Rescheduling to Match Capacity Run Rate table and is calculated as follows:

Total of revenue budgets - (Projected revenue + Predicted Impact on Revenue)

Where:

Total of revenue budgets = Billings Value (Project Currency), filtered by type = Budget, and grouped by the following subtypes:

• Customer Purchase Order
• Customer Purchase Order Change Request
• Work Order
• Work Order Change Request

Projected revenue = (Billings Value (Project Currency) filtered by subtype = Actual) + (Billings Value (Project Currency) filtered by subtype = Scheduled, for billings greater than or equal to today's date). Billings Value (Project Currency) is a field in the Billings dataset in PS Cloud Core Analytics. For more information, see Billings Dataset PS Cloud Analytics Output Fields.

For more information on the predicted impact on revenue, see Predicted Impact on Revenue.

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)

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)

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).

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.

You can edit this field at assignment level only. Updating the suggested adjustment also updates the scheduled hours after adjustment, average adjustment per week, impact on cost, and impact on revenue at assignment and, where applicable, project level. You cannot make adjustments that equates to the assignment having more than 24 hours or less than 0 hours in a working day.