Hi,

The original design of resource analysis was so that absences would be seen as just another demand and therefore, rather than reduce capacity, they would, instead, be shown as a demand with the capacity being based just on the planned schedule/shifts.

If the requirement is only a visual one in Resource Analysis then it might be possible to adjust the views used so that the values from Resource Capacity are offset by the Resource Activity Allocation Loads created by the absence demands, with those then being excluded from being displayed as demands – however the capacity data will still persist based on the planned schedule regardless of any reduction caused by absence and these values are used when rolling up the capacity to the parent resource group(s) if their capacity calculation basis is set to Individual, therefore when using Resource Analysis and selecting a Resource Group node it would give odd results as the absence demands would not be being shown but the capacity of the group would be based on the non-adjusted individual resources’ capacity. So therefore there might need to be changes to how the capacity values are rolled up to the parent groups.

It might be possible to reduce the parent group’s capacity by a sum of the absences of its child resources but that might also need to consider the percentage per group setting on the individual resource as currently the absence demands are reduced accordingly when selecting a group node.

A different approach, albeit one that might have a wider impact and maybe cause other inconsistencies, might be to adjust the resource’s availability shifts based on the absence, this would then directly reduce the capacity of the individual resource and therefore would also be taken into account when rolling up to the parent group(s) but again this would also need the absence demands to be excluded from the resource analysis data.

I don’t think either of these options would be simple ones and there might be other touch points that haven’t been considered.

Hi Hugh!

Thank you for the clear explanation. This is really helpful even though we can visually make any adjustment to the capacity line. Need one more clarification. Does the absence applied in the absence calendar be connected with the resource analysis and employee availability windows?

Hi,

I am not sure about the Employee Availability page as that sits outside of the Resource Management functionality that I am familiar with but absences registered in the Absence Calendar should be registered within Resource Activity – albeit with a slight condition as there are some gateways that need to be passed before this data moves over to ResourceActivity.

Firstly the person connected to the employee must be a Person Resource (might be stating the obvious as they would not appear in Resource Analysis otherwise but worth mentioning just in case the resource was created for the person after the absence was registered).

Next I do not think Absence Plans get transferred to Resource Activities but Absence Requests should, however only once they have been authorised.

There might be other conditions that must be met before absence data is registered in ResourceActivity, and therefore gets displayed in Resource Analysis.

Thanks and regards

Hugh

Thank you for sharing your knowledge, Hugh. Truly helpful.