Viewing the resource load

View the resource loading required for the current PM forecasting session to determine the number of resource days required to complete the work. View the number of estimated hours and resource days required by trade per month, week, or day in the forecasting session. Modify the date ranges to plan PMs for a specific time period, and then make changes to the underlying PM forecasting session to balance the resource load. This popup considers both Released and Forecasted PMs.

To view the resource load:

  1. Open the PM Forecasting form.
  2. Choose to create a new PM forecasting session or work with an existing PM forecasting session.
  3. Click View Resource Load.
  4. Start Date—Enter the starting date for the current PM forecasting session.
  5. End Date—Enter the ending date for the current PM forecasting session.
    The system automatically populates Work Hours per Day based on the value on the Parameters page.
  6. Select one of the following options:
    • Group by Day—Select to group the defined date range by days. The system displays the time period in days. Group Start Date matches Group End Date for each record. The system calculates Estimated Hours, Resource Day Requirements, and Total Resource Day Requirements by this selection
    • Group by Week—Select to group the defined date range by weeks. The system displays the time period in weeks. The system calculates Estimated Hours, Resource Day Requirements, and Total Resource Day Requirements by this selection.
    • Group by Month—Select to group the defined date range by month. The system displays the date range records until the End Date is the same as Group End Date.
    Note: The system calculates Resource Days Required as:

    Resource Days Required = Estimated Hours ∕ Work Hours per Day

    The system calculates Resource Days Required as the number of person-days required for the trade for the defined date range.

  7. View the current resource load. Modify the PM due dates in the underlying PM forecasting session.
  8. Click Refresh Resource Data.

    The system automatically populates Date Last Refreshed and refreshes the data on the popup based on the current PM forecasting session

  9. Click Close.
    Note: The system does not automatically display the changes to the PM forecasting session made while the View Resource Load popup is open. To view the changes made in the grid, click Refresh Resource Data.