We've got a couple of problems and suggestions regarding resource allocation and project management in Replicon. Here goes:
If a project start date changes within Replicon then currently tasks dates and resourcing need to be altered manually. This leads to unnecessary administration as this could be automated. For example, a simple project with 10 tasks and 5 users allocated to each can take more than an hour to reorganize. Projects with more tasks/users take even more time.
The ideal situation would see all tasks and resource allocation updated automatically in line with the alteration of the start date. As a consequence, resource managers would need to approve the change in the resource allocation so that records are kept up to date for the projects. Allocation conflicts should be visually managed and both project managers and resource managers able to negotiate the resource allocation.
Resource negotiation can be difficult inside of the organisation for Project Managers. A resource manager is responsible for the assignment of the resources, so may switch a more senior resource originally assigned for a more junior resource. This causes problems for the PM as they need to manage the expectations of the customer, but currently there is no way of knowing this without looking at the resource plan on a regular basis.
A notification is sent to the Project Manager of the allocated project when an assignment change is made. This could be in the form of an email, or a notification inbox within the product.
There is currently little accountability for the resource managers, as the changes of resources are not tracked within Replicon and Project Managers do not have direct control over the resources.
An audit trail should be kept of the changes to resources on a project, with reasons for the change captured.
Resource managers can currently allocate resources across the organisation. As the RM’s have specific set of teams to look after, this can cause issues when managing the resources for the correct projects. Also, a given resource manager can change the allocation of a resource that another resource manager previously allocated, without the authority to do so.
You should be able to assign specific business units to the resource managers. This would allow them to pick resources from specific pools of people, rather than across the whole company and would reduce the amount of errors made when allocating resources to projects.