New planning features in Tempo Cloud

Read about the new planning features in Tempo Planner for Server here.


About new planning features in Tempo

As announced earlier in March (view announcement), new resource planning features are coming to Tempo Planner. These changes also benefit how users plan for themselves in “My work”.  

With this release, you now plan using fixed hours for user plans, instead of a percentage of their workload capacity, and have the option to include non-working days in your plans. Users can also take advantage of these features in ‘My Work’ using the updated ‘Plan Work’ dialog.

Key changes are as follows:

  • You now plan time for team members using fixed hours, instead of a percentage of their workload capacity - this allows for different workload and holiday schemes, and changes to individual workload schemes when planning for a team.
  • Team leads and users can now opt to include non-working days in their plans as needed.
  • Individual users can quickly plan for a period in ‘My work’ using hours per day or by selecting total hours when required, then see the resulting planned hours per day reflected in their Calendar in an instant.

You can also read more detailed information based on specific examples you may encounter during the transition here.

The comparison table below gives you a quick reference to help you understand the changes.

As always, our Helpdesk team is available to help guide you through the changes, receive your feedback and answer any questions you may have.

 

Comparison Table

 

Before

After

General

 

Team plans and user plans are both based on % of workload.

Team plans remain % of workload while user plans changes to fixed hours.

   

Team plans serve to calculate the capacity of the team at the time when the plan is created

APIs

 

REST endpoints, allocation resource and plans resource, accepted commitment as input

REST endpoints, allocation resource and plans resource, accept both commitment and seconds as input to ensure  backwards compatibility, will return error if both empty.

Planning on users

 

When planning for a user you can select percentage or hours. Hours calculated as a percentage of workload.

When planning for a user you can select hours per day or total hours for a period

 

Non-working days not included when planning on period

Users can choose to include non-working days when planning for a period that extends over non-working days.

 

Changing workload scheme of a team member will change previously created plans. More hours per day in the workload scheme → Plans will be bigger.

Changing the workload scheme for a team member will not affect existing plans, hours are fixed.

 

My work: Users can only plan single day plans

My work: Users can plan on periods

 

My work: Editing a period plan, will edit only the selected day and split the plan to separate plans.

My work: Editing a period plan, will edit only the selected day and split the plan to separate plans. → Note allowing users to edit whole period plans in My work will be implemented later.

 

My work: Deleting a period plan, will delete only the selected day

My work: When deleting a period plan the user can choose to delete only the selected day or the whole plan.

Planning on teams

 

When planning on a team you can select percentage of team availability

No change

 

Team plans are reflected ie calculated onto team members based on workload and other user plans at the time of calculation.

No change

 

Change of availability of individual team members will not affect size of reflected plan of others.

No change

 

Less availability (user plans added, workload changed) of individual team members after team plan is created will reduce the size of the team plan.

No change

 

Reflected Team plans are visible in Resource Overview and Team Timeline

Reflected Team Plans will only be visible in Team Timeline going forward as we continue implementing Planning features in the Resource Planning view.

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