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Simulation MOD009CTG New from DB 39.5.10

Access path

Information

  • In this module, the planning data of the portfolio planning objects can be simulated.
Simulation means the running-through of different planning statuses (via date changes) in order to achieve a change in the utilization situation of the resource.
  • Furthermore, the completed simulations in this module can be
    • copied,
    • printed,
    • exported to Microsoft PowerPoint,
    • deleted, and
    • be defined as a road map if the simulated data is to be considered a benchmark for planning. The key data of the road map is then displayed parallel to the live data of the planning objects in the Project Core Data and/or Proposal Core Data modules, so that the project manager can use the, for orientation.

Notes

  • The data displayed in this module is a copy of the data from the frozen planning object statuses and have no relation to live data.
  • Any adjustment in this module only causes the copied status report data to be changed. These changes do not affect live data and data of the status reports themselves.

Carry Out Simulation

Define Simulation Header Data

Procedure
  • Name the simulation in the field with the -Please enter a name- entry.
  • Define the required time period in the from and to fields.

Details on the period

From DB 39.5.13

  • The period defined here
    • defines the date scale, the scale of the utilization diagrams in the Simulation: Utilization module (for information on the module, see further below), and the print preview.
    • NEW has an influence on the overload traffic light Overload in the period. The traffic light is only red if there are overloads in the defined period.
    • has no influence on the overload traffic light Total overload, i.e. if a department has no overload in the defined period but outside the period, the traffic light turns red.
  • The period is set from the first day of the previous quarter up to the end of the 18th month (calculated from today) by default.
  • The scale of the utilization diagram is not only defined by the simulation period but also by the periods.
    • If the end of the simulation period is, e.g., 06/30/19, but the periods of the department end on 12/31/18, the scale of the utilization diagram only extends up to 12/31/18. In this case, the date scale does not match the scale of the utilization diagram.

Up to DB 39.5.13

  • The period defined here
    • defines the date scale, the scale of the utilization diagrams in the Simulation: Utilization module (for information on the module, see further below), and the print preview.
    • has no influence on the overload traffic light, i.e. a red traffic light is also displayed for a department if the overload lies outside the simulation period.
  • The period is set from the first day of the previous quarter up to the end of the 18th month (calculated from today) by default.
  • The scale of the utilization diagram is not only defined by the simulation period but also by the periods.
    • If the end of the simulation period is, e.g., 06/30/19, but the periods of the department end on 12/31/18, the scale of the utilization diagram only extends up to 12/31/18. In this case, the date scale does not match the scale of the utilization diagram.

    • Note

    • Please note that from a certain point on the period extension in the Simulation module is no longer reflected in the utilization diagram in the Simulation: Utilization module, since the length of the utilization diagram is restricted.

    Simulate Data

    From DB 39.5.14

    Procedure
    • Change the dates of the planning objects as required
      • either by moving the bars in the Date scale area
        • Shifts of less than one month do not provoke any change.
      • NEW or by clicking on the - or + button in the Simulation: start or Simulation: end areas. This way, project start or project end can be moved forward or backwards in simulation in one-month increments. The project can also be extended or shortened with respect to its duration.
        • When extending runtimes, fields are created in which effort for the new months can be entered. When reducing runtime, the values outside the new dates are not deleted but only hidden.
    • Change the priority of the planning objects if necessary.
      • This influences the unloading of the planning objects in the department chart. Projects with low priority create overload first, hence they are virtually piled up in the charts "top down".
    • Save.
    • Check the change of the utilization situation in the Simulation: Utilization module.
      • To do so, click on the Show utilization diagram button in the Department area of the required department.

    Up to DB 39.5.14

    Procedure
    • Change the dates of the planning objects as required
      • either graphically by moving the bars in the Date scale area
        • Shifts of less than one month do not provoke any change.
      • or in tabular view by changing the values in the Simulation: start and Simulation: end fields in the Planning objects area.
    • Change the priority of the planning objects if necessary.
      • This influences the unloading of the planning objects in the department chart. Projects with low priority create overload first, hence they are piled up in the charts "top down".
    • Save.
    • Check the change of the utilization situation in the Simulation: Utilization module.
      • To do so, click on the Show utilization diagram button in the Department area of the required department.

    Details on further parameters (by area)

    From DB 39.5.14

    Area Description Parameter
    PLANNING OBJECTS In this area, the planning objects available for simulation are displayed by their priority in descending order.
    NEW Below the projects, the respective department resources can be expanded. Below the departments, the respective monthly effort values are displayed and can be edited. The effort values serve as a basis for the utilization diagrams.     		Simulate: This parameter can be used to deactivate planning objects for simulation. If a planning object is deactivated, its date bar is neither displayed below the scale nor is the planning object itself considered in the utilization diagrams in the Department area. By default, all projects form part of the simulation.
    Color in simulation: The parameter determines the color of the planning object in the date scale and in the utilization diagram.
    Actual values: The checkbox indicates whether there is already actual data (postings) in a planning object (activated checkbox). Manual activation/deactivation of the checkbox is not possible here.
    Overload in the period: The traffic light indicates whether the respective planning object has overload in the selected period in the current simulation situation.
    Total overload: The traffic light indicates whether the respective planning object has overload in the current simulation situation as a whole.

    DATE SCALE In this area, date bars for the planning objects listed in the Planning objects area are displayed below the scale. For bar details, see legend under:

    		 
    DEPARTMENTS In this area, departments which themselves (or the resources of which) are planned in the planning objects which were considered in the simulation. In order to be displayed here, the respective department must additionally have the Display in utilization ≠ "no display" parameter.
    NEW Below the departments, the respective monthly availability data is displayed and can be edited. The effort values serve as a basis for the utilization diagrams.     		Overload in period The traffic light indicates whether there is an overload for the department in the current simulation situation for the selected period.
    Total overload The traffic light indicates whether there is an overload for the department in the current simulation situation as a whole.

    From DB 39.5.13

    Area Description Parameter
    PLANNING OBJECTS In this area, the planning objects available for simulation are displayed by their priority in descending order. NEW Simulation: This parameter can be used to deactivate planning objects for simulation. If a planning object is deactivated, its date bar is neither displayed below the scale nor is the planning object itself considered in the utilization diagrams in the Department area. By default, all projects form part of the simulation.
    Color in simulation: The parameter determines the color of the planning object in the date scale and in the utilization diagram.
    Actual values: The checkbox indicates whether there is already actual data (postings) in a planning object (activated checkbox). Manual activation/deactivation of the checkbox is not possible here.
    NEW Overload in the period: The traffic light indicates whether there is an overload for the respective planning object in the current simulation situation for the selected period.
    NEW Total overload: The traffic light indicates whether the respective planning object has overload in the current simulation situation as a whole.
    DATE SCALE In this area, date bars for the planning objects listed in the Planning objects area are displayed below the scale. For bar details, see legend under:  
    DEPARTMENTS In this area, departments which themselves (or the resources of which) are planned in the planning objects which were considered in the simulation. In order to be displayed here, the respective department must additionally have the Display in utilization ≠ "no display" parameter. Overload in period The traffic light indicates whether there is an overload for the department in the current simulation situation for the selected period.
    Total overload The traffic light indicates whether there is an overload for the department in the current simulation situation as a whole.

    Up to DB 39.5.13

    Area Description Parameter
    PLANNING OBJECTS In this area, the planning objects available for simulation are displayed by their priority in descending order. Color in simulation: The parameter determines the color of the planning object in the date scale and in the utilization diagram.
    Actual values: The checkbox indicates whether there is already actual data (postings) in a planning object (activated checkbox). Manual activation/deactivation of the checkbox is not possible here.
    		  
    DATE SCALE In this area, date bars for the planning objects listed in the Planning objects area are displayed below the scale. For bar details, see legend under:  
    DEPARTMENTS In this area, departments which themselves (or the resources of which) are planned in the planning objects which were considered in the simulation. In order to be displayed here, the respective department must additionally have the Display in utilization ≠ "no display" parameter.
    		The Overload traffic light signalizes immediately after saving whether there are overloads in the current utilization situation. The traffic light refers to the entire department and not to the possibly existing overloads of individual resources within the departments.

    Legend: Simulation

    From DB 39.5.14

    Symbol Meaning Color Comment
    WunschDB14.png Requested dates   Requested start and Requested end of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.
    Sim.PNG Simulated dates The color of the bar is determined by the selection made in the Color in simulation field. Changed (simulated) dates (Simulation: start and Simulation: end) of a planning object
    KalkSim.PNG Calculated dates   Calc. start and Calc. end of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.
    ActDB12.png Actual dates The bar is shaded in white. The background color is determined by the selection made in the Color in simulation field. Actual start and Latest time recording date of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.

    From DB 39.5.13

    Symbol Meaning Color Comment
    Wunsch.png Requested dates   Requested start and Requested end of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.
    Sim.PNG Simulated dates The color of the bar is determined by the selection in the Color in simulation field Changed (simulated) dates (Simulation: start and Simulation: end) of a planning object
    KalkSim.PNG Calculated dates   Calc. start and Calc. end of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.
    IstTermine.PNG Actual dates   Actual start and Latest time recording date of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.

    Up to DB 39.5.13

    Symbol Meaning Color Comment
    Wunsch.png Requested dates   Requested start and Requested end of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.
    Sim.PNG Simulated dates The color of the bar is determined by the selection in the Color in simulation field Changed (simulated) dates (Simulation: start and Simulation: end) of a planning object
    KalkSim.PNG Calculated dates   Calc. start and Calc. end of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.
    IstTermine.PNG Actual dates   Actual start and Latest time recording date of a planning object in the simulation/road map. The dates stem from the status report which was used as a source for the simulation.

    Notes

    • For "Other Projects" in the simulation, the following applies: Only data from projects which have a released status report are displayed. In the creation of a simulation, no automatic status reports are created for "other projects" if they do not possess them. This may cause different displays in portfolios for a department if it is, e.g., planned in two different projects which belong to different portfolios.
    • If a resource or department is planned for a period in which he/she has no availability (e.g. when he/she has not yet extended the periods), the effort of this resource is not considered in the utilization chart (see Simulation: Utilization) module.
    • If a project which has been considered earlier in the overload display is moved to period in the simulation in which there is no availability for the department, this project is no longer considered in the overload calculation.

    Further Functions for Simulation

    Information
    • Via the buttons in the header bar, the following actions can be carried out for the simulations created or opened in this module:

    From DB 39.5.13

    Button Action
    Roadmap Converts the simulation to a road map
    • A road map is the approved and thus frozen version of a simulation and unlike simulations it cannot be changed.
    Copy simulation NEW Copies the selected simulation
    • This enables the creation of several variants of a simulation.
    Open print view Opens a print version of the module
    Export to Microsoft PowerPoint Exports the simulated dates to Microsoft PowerPoint and visualizes them in a previously defined template
    • This enables you to export the planning object data as a group. After you have clicked on the button, a query will be displayed asking you whether the data is to be exported in groups.
      • If you answer the query with Yes, a dialog module will be opened in which the planning objects can be grouped by the required criterion. Subsequently they are exported to PPT in accordance with the selected grouping.
      • If you answer the query with No, the planning objects are exported just as they are displayed in the simulation.
    Delete Deletes the simulation or road map

    From DB 39.5.11

    Button Action
    Roadmap Converts the simulation to a road map
    • A road map is the approved and thus frozen version of a simulation and unlike simulations it cannot be changed.
    Open print view Opens a print version of the module
    Export to Microsoft PowerPoint Exports the simulated dates to Microsoft PowerPoint and visualizes them in a previously defined template
    • NEW This enables you to export the planning object data as a group. After you have clicked on the button, a query will be displayed asking you whether the data is to be exported in groups.
      • If you answer the query with Yes, a dialog module will be opened in which the planning objects can be grouped by the required criterion. Subsequently they are exported to PPT in accordance with the selected grouping.
      • If you answer the query with No, the planning objects are exported just as they are displayed in the simulation.
    Delete Deletes the simulation or road map

    Up to DB 39.5.11

    Roadmap Converts the simulation to a road map
    • A road map is the approved and thus frozen version of a simulation and unlike simulations it cannot be changed.
    Open print view Opens a print version of the module
    Carry out export to Microsoft PowerPoint Exports the simulated dates to Microsoft PowerPoint and visualizes them in a previously defined template
    • If you use database version 39.5.10, this PowerPoint export function is only available in combination with S 39.5.25 and Client 39.5.25.
    Delete Deletes the simulation or road map
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