Resource Allocation at a given date

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Hello All,

I need to schedule the resources allocation as part of an integration project where the workload is the same across the defined period (eg: engineer is working 55% of his time between January and April). We only calculate resource allocation on a monthly period and man days per month.

I created a table where I choose the task that gives me the utilisation and I pick the starting month which based on a predefined duration (in month) will give me the end date.

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I obviously allocate several tasks for the project.

So I have the following value for now:

  • task (manual)
  • starting date (manual)
  • Duration (predefined - in months - task attribute)
  • end date (calculated based on starting date and duration)
  • Workload (predefined - pourcentage - task attribute)

What I would like to achieve is to be able to get the utilisation of a resource at any chosen date for all the tasks (additional filters might be added like company, project, etc).

Is it something achievable?

Thank you in advance again for your assistance,

Johan

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Thinking differently - Would it be possible to fill the column with utilisation if the title of the column (not necessarily the value tested) is between the task period

I detailed my thought in bellows screenshot

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Got it to work with the following formula.

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Not sure it is the most efficient one, any recommendation?

I have a date database that can be used but not sure how - for example Jan 21 column could pick the Jan 2021 date

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Just bumping up the post because it’s a very interesting topic and I didn’t see any example so far.

I’m stuck in the same situation where I have a Team Table with Task, Dates and Occupation %, and I’m trying to recreate something similar to a Capacity Planner I once saw in a video from @Scott_Collier-Weir.

The only problem I have is I cannot put together an helper column with all the week numbers and the Team table…

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5

hi @Diego_Delfino , your doc cannot be found (something in your settings I guess), my feeling is that this blog post I wrote recently may help you out since it seems to talk about a comparable issue (resource planning).

Today I wrote a follow up blog on it, you find here:

I hope it helps, if not feel free to adapt your settings so members of the community can have alook at your doc and help you out.

cheers, christiaan

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Hi Christiaan,

Now I think the doc should be visible…

Thank you for the links, I’m actually subscribed to your Medium account and I’m going through them as I’m learning Coda. They are very useful :smiling_face:

I’ll try to have a look at the links and see if I can make some progress.

Cheers

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it is indeed visible, it is evening here maybe I have some time tomorrow or skilled people like @Pablo_DV can maybe help you out :wink:

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