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Porfolio Analysis - New Model configuration question RRS feed

  • Question

  • When creating a new Portfolio Analysis model, I would like to set it up to us the COST derived by the Resource plans of my selected projects.  What is the name of that cost field.  I have done this in the past using Project 2010, but my memory evades me.

    I know that there is another such cost field that provides any combined Resource Plan and Project Plan if you have chosen this.  when setting up your project in PWA.  By default it is usually the "project" that drives the resource requirements/ cost.

    FWIW, I am using Project Server 2013 On-line.

    I presume, once I have the name of these cost fields, I can apply the one I desire to a custom enterprise cost or numeric field, and then they will be available and appear in my cost constraint drop down field in my Portfolio Analyzer new model config page.

    Thanks in advance.


    \Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)


    Friday, May 30, 2014 7:30 PM

Answers

  • Spiro,

    As far as I can tell, Resource Plans do not roll-up to Cost, even if the resources have cost associated with them.

    1) One option for you is to use a custom field for capturing the total cost, and use it as a cost constraint,

    2) and the other option is to use a schedule with high level tasks, and assign resources to them, to capture cost. In this case, you will have to create a cutsom field and set it be equal to [cost].


    Prasanna Adavi,PMP,MCTS,MCITP,MCT http://thinkepm.blogspot.com

    Friday, May 30, 2014 7:49 PM
    Moderator

All replies

  • Spiro,

    As far as I can tell, Resource Plans do not roll-up to Cost, even if the resources have cost associated with them.

    1) One option for you is to use a custom field for capturing the total cost, and use it as a cost constraint,

    2) and the other option is to use a schedule with high level tasks, and assign resources to them, to capture cost. In this case, you will have to create a cutsom field and set it be equal to [cost].


    Prasanna Adavi,PMP,MCTS,MCITP,MCT http://thinkepm.blogspot.com

    Friday, May 30, 2014 7:49 PM
    Moderator
  • If you can not pull out cost from the resource plans then i guess I was confusing it with pulling out the work-related values i used in the Business Intelligence views I had created in 2010. I remember being able to get to resource plan related data. So it must be that. If it is, do you know what the named of those work-related fields are that gives you access to project, and/or resource plans work?

    \Spiro Theopoulos PMP, MCITP. Montreal, QC (Canada)

    Friday, May 30, 2014 10:20 PM
  • Spiro,

    In Project Online, you need to be looking for "ProjectResourcePlanWork".

    The easiest way to look at all metadata available in Project Online Odata, is to just type this in the browser.

    https://<Your Project Online PWA address>/_api/ProjectData/$metadata

    You need to be logged in, first to bring this up.


    Prasanna Adavi,PMP,MCTS,MCITP,MCT http://thinkepm.blogspot.com

    Saturday, May 31, 2014 11:45 AM
    Moderator
  • Hi Spiro,

    In addition to this, I'd mention that in the resource plan itself, you have the "calculate capacity from" parameter that allows you choosing:

    • From the resource plan: then the work will go the the [ResourcePlanWork] field,
    • From the project plan: then the work will go fhe the [work] field,
    • From the project plan up to[date]: then the work will split between the 2 above fields based on the date specified in the parameter.

    Note that there is a 3rd field [combined work] which calculates the combined work of both resource plan and project plan based on the above capacity calculation parameter.

    Cheers from Québec.


    Hope this helps,


    Guillaume Rouyre, MBA, MCP, MCTS |


    Saturday, May 31, 2014 12:14 PM
    Moderator