itd Advanced Resource Planning is the most popular tool for efficient resource planning in Clarity PPM – developed by itdesign. In order to adapt itd Advanced Resource Planning to your specific requirements, we are continuously developing new features and fixing bugs. We include your feedback in our new releases to achieve the best fit between your wishes and the tool.
Release Notes for itd Advanced Resource Planning
We are continuously working to optimize our most popular add-on for Clarity PPM.
itd Advanced Resource Planning 8.4.0
In the Assignments by Resource and Allocation by Resource Views, Resources and Roles without Team Entries Are Still Displayed with Default Filters
In the Assignments by Resource and Allocation by Resource views, resources and roles without any team entries were filtered out when any of the following three default filters were applied:
- Hide Project Templates
- Hide Inactive Investments
- Hide Investments from the Past
However, it is usually desired to manage all resources in these views. We have therefore adjusted the behavior to not filter out resources and roles without team entries when these default filters are applied.
The behavior for saving filters was changed:
- The saved filters are now always sorted alphabetically.
- After pressing Save Filter, the focus is now set correctly.
- When saving a new filter, an existing filter can be selected to overwrite that filter.
Adjusted Colors to Match Clarity PPM New UX Design
We adjusted the colors in itd Advanced Resource Planning to provide a matching user experience with new Clarity PPM versions.
We extended the Welcome Tour for new users of itd Advanced Resource Planning to give a quick introduction about the core features and how they can be used.
Allow Editing of Allocations for Roles without Assigned Resources
When a role has no assigned resources (having that role as their primary role), it has no availability. Therefore it wasn’t possible to enter allocations for such roles. Similar to Clarity, we now also allow editing allocations of roles without assigned resources.
Governor Configuration Moved to a Custom Lookup
The governor properties (e.g. query limits) can now be managed via a custom lookup instead of a file in the file system. Changes made to the file are not automatically migrated to the new lookup. Contact us if you want to make any adjustments to governor properties.
Fixed Duration on Tasks Was Not Considered When Shrinking, Extending or Moving Tasks and Phases
When shrinking, extending or moving a task or phase, the Fixed Duration flag was not properly considered and the task was not shrunk, extended or moved correctly. There are still some smaller remaining issues in the preview when editing assignments on tasks with the Fixed Duration flag. However, such tasks are always saved correctly after editing them.
Histogram Investment Overview Flyout Showed Inactive Investments and Ignored the “Include Only Approved Investments” Option
The investment overview flyout in the histogram view included inactive investments (although they’re not included in the histogram figures) and ignored the Include Only Approved Investments option. Both issues are now solved.
Resource or Role Histogram Was Green Even Though a Resource Was Overbooked
When an overbooked resource or role had more than twice the availability of the default base calendar on that day, the red bar was not displayed. We adjusted the rendering, such that overbookings can always be clearly detected by ensuring that there is always space for the red bar.
Using Default Sorting of Investments Caused an Error on MSSQL Server
With the introduction of itd Advanced Resource Planning 8.2, it is possible to configure the sorting order of investments. With MSSQL Server, an error occurred. This feature now also works with MSSQL Server.
Creating Team Entries in Assignments by Resource View Caused an Error
Creating additional team entries for a resource in the Assignments by Resource view caused errors in some cases. These errors no longer occur.
OBS Filter Never Considered Custom Investments
The OBS filter always filtered out custom investments, even if the filter matched. Now such investments are still displayed with an OBS filter if they match.
Open Properties on Assignments in Assignments by Resource View Did Nothing
In the Assignments by Resource view, the Open Properties menu action for an assignment now opens the associated details view.
Editor Buttons in Scenario Mode in the Allocation Views Were Rendered Multiple Times
The editor buttons in scenario mode are now rendered only once and in the correct position.
Starting with version 8.4.0 of itd Advanced Resource Planning, Clarity PPM 15.7.1 or newer is required for technical reasons.
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How to Use itd Advanced Resource Planning Efficiently
itd Advanced Resource Planning 8.2.0
Sorting Projects by Custom Fields
With this release of itd Advanced Resource Planning, we enabled sorting for projects by any custom field which is configured in the Admin Configuration, except for fields with lookups.
The sorting field and order can be configured by every user in the Layout tab of the preferences:
The default sorting by name is always available. When sorting by any other field, the sorting order among items with the same value in the sorting field will still be by name:
The sorting by name now also works consistently for all investment types (previously, investments of the “Other Work” type were listed separately at the end).
The configured sorting field and order apply to all four view modes of itd Advanced Resource Planning.
Default Filter Configuration
When the filters for project templates, investments from the past and inactive investments aren’t displayed, such investments will be hidden by default.
This is indicated in the filter panel:
When these filters are displayed, their current value is applied as before. The default setting for all of these filters is to show associated investments.
Replacing Resources, Roles and Agile Teams by Roles
In Allocations by Investment mode, resources, roles and agile teams can now also be replaced by roles.
This means that you can now replace resources, roles, and agile teams by each other in all view modes.
Onboarding and Support Information
Every new user will get an introduction when opening Advanced Resource Planning for the first time.
Additionally, the help button is now easier to find.
Here you can find a link to online resources for itd Advanced Resource Planning as well as an e-mail address where you can get a personal demo or support.
Actuals and ETC Not Displayed for Custom Investment Types
Custom investment types now show actuals and/or ETC when configured as secondary value (displayed at the left edge of a cell) in the Allocation by Investment and Allocation by Resource modes.
Note: Custom investment types are still not supported in the Assignment modes.
Edited Values Lost When Scrolling
Scrolling previously canceled editing a field, assignment, or allocation value, resetting that value. Now when scrolling, the field that was being edited will retain the currently entered value.
Utilization Details Show Horizontal Scrollbar
The utilization detail view which is displayed when clicking on a segment of the utilization view in the Allocation by Investment mode now avoids showing a horizontal scrollbar to easily view all data.
Work Effort Unit Not Displayed Correctly in Hourly Mode
Switching the work effort unit to hourly now also updates the displayed work effort unit in the footer.
Displaying Query Limit Dialog in Preferences Caused an Exception for Invalid Settings
Invalid query limit settings could cause an exception when opening the associated settings. Now the default values are applied in this case.
Starting with version 7.7.0 of Advanced Resource Planning, Clarity PPM 15.7 or newer is required for technical reasons.
Advanced Resource Planning 8.1.0
In this release of itd Advanced Resource Planning, the agile planning in teams as well as the planning of custom investments are supported.
Support of Agile Teams
With this release, Advanced Resource Planning supports agile planning in teams. In the Modern UX in Clarity PPM, teams can be created and allocated based on the capacity of their team members. The allocations a resource has as part of a team are considered in the displayed workload.
Teams can be quickly identified in all views via the following team icon:
Based on the allocations a team receives due to its members, it is assigned an availability which may be distributed on projects.
In the Role/Resource filter, users can filter by a team. As with other resources, Advanced Resource Planning checks whether users have access rights to a team and only displays it in this case.
Support of Custom Investments
Custom investments can be planned and managed in Advanced Resource Planning.
They can be quickly identified via the associated icon:
With the Investments filter, users can filter by custom investments. As with other investments, Advanced Resource Planning checks whether users have access rights to an investment and only displays it in this case. Currently, custom investments are only supported in the allocations views.
The Assignments by Resource and Allocations by Resource view are now loaded significantly faster when large amounts of data are included.
Better Results for “Assignment Has ETC” and “Team Has Allocation” Filters
The filters are now optimized to display items with ETC, Actuals, Planned and Hard Allocations in the selected view also when large amounts of data are included.
Optional Links to the New Clarity PPM User Experience
Any links referring to the Clarity PPM Classic UI can now be updated to point to the corresponding items in the “New User Experience”. This includes the Open Properties menu item as well as clicking on resource names in the workload view.
Adding a Resource to a Non-Project Investment Object without Existing Team Entries Fails
Adding resources to non-project investment objects without existing team entries now works.
Sum Column Not Updated After Deleting a Team Entry
The values of the Planned Allocation and Hard Allocation sum columns are now updated after deleting a team entry.
Assignments With Actuals Shiftable
After a resource has submitted actuals, it is no longer possible to enter ETC hours for the associated periods. This is now also checked when shifting assigments.
User Defined Time Scaled Values Not Correctly Shifted
When shifting an assigment, task or phase, user defined time scaled values are now shifted as well according to the Loading Pattern. Accordingly, Autoschedule now considers this when called out of Advanced Resource Planning. Consequently, user defined time scaled values may no longer exist outside the assignment period.
Negative Values for Number of Decimals Possible
The Decimal Places field in the settings now only accepts whole numbers between 0 and 5.
Database Connections Not Closed after Process Actions
After executing process actions in Advanced Resource Planning, a database connection wasn’t always closed correctly, which could cause limitations in the system. This issue is now solved.
Starting with version 7.7.0 of Advanced Resource Planning, Clarity PPM 15.7 or newer is required for technical reasons.
itd Advanced Resource Planning 8.0.0
In this release of itd Advanced Resource Planning, we redesigned the visual appearance to a more modern standard.
We applied the common Material Design to itd Advanced Resource Planning to suit the “New User Experience” and the Phoenix UI Design.
Support for Role Hierarchies in Allocation Views
If you use hierarchies of roles (“parent role”), you can now choose to have them considered in the allocation views’ calculations of the remaining availability of roles. When this setting is activated, the availability of the parent role is calculated as the sum of its own resources plus all sub-roles’ availability. This feature is hidden behind a feature flag, since it impacts the performance of the application.
We added 40 hours additional Allocation. Both the “Developer” and the “Java Developer” role are now overbooked.
Filter Has a Scrollbar When Many Filters Are Configured
When more than four filters are configured on one side, the filter panel doesn’t get bigger and has a scrollbar instead. We recommend not to configure more than 8 filter fields. However, you can save different combinations of filter fields and associated presets as filter configurations to suit different use cases.
Empty Default Allocation Doesn’t Cause Error
An empty default allocation field is now considered as zero default allocation.
Application Doesn’t Crash on Custom Investment Types
Since Clarity PPM 15.7.1, custom investment types can be created. The current version of itd Advanced Resource Planning no longer crashes when custom investment types are used. However, the application currently doesn’t display custom investment types and doesn’t include associated assignments and allocations in the calculation of role and resource utilization and remaining availability.
Download of Excel Export Doesn’t Fail When Clarity Is Using a Proxy
The download of the excel export now sets the correct header flags.
Improve Error Handling When Auto Schedule Isn’t Possible
When a project has a circular dependency, auto scheduling isn’t possible. The error message now displays the correct reason.
Starting with version 7.7.0, itd Advanced Resource Planning requires Clarity PPM 15.7 or higher for technical reasons.
itd Advanced Resource Planning 7.7.0
In this release of itd Advanced Resource Planning, we added support for the PostgreSQL database system and additional locales and solved some issues with editing and creating team entries.
Support for PostgreSQL
With version 15.7.1, Clarity PPM now supports the PostgreSQL open source database system. itd Advanced Resource Planning fully works with PostgreSQL.
Support for Common Locales
Previously, only the English(United States) and German(Germany) locales were supported.
From now on, we also support the locales:
- English(United Kingdom)
Updating Staff OBS Unit for Role Team Entry Updated Other Team Entries of the Role in the Same Investment as Well
Changing the Staff OBS Unit for a team entry of a role that also had other team entries in the same investment updated these team entries as well. This issue is now solved, such that a change of the Staff OBS Unit only affects the team entry for which it is made.
NPIO Team Entries Created in the Allocations by Investment View Were Missing in Assignments Views
When a team entry was created for a non-project investment object (such as Other Work, Idea, Asset, ….) in the Allocations by Investment view for a role not yet assigned to that investment or for a resource, that role or resource wasn’t displayed as assigned to the associated investment in the Assignments views.
This issue is now solved by also creating an associated assignment in this case, which is then displayed in the Assignments views.
Starting with version 7.7.0, itd Advanced Resource Planning requires Clarity PPM 15.7 or higher for technical reasons.
itd Advanced Resource Planning 7.6.0
In this release of itd Advanced Resource Planning, we stabilized multiple aspects of the application.
Allocations by Investment with Utilization Filter: Show Only Roles and Resources with Availability
When using the Utilization Filter in the Allocations by Investment view, the new Only with availability filter option is now selectable. Selecting this option will hide any roles and resources with no availability according to the Utilization Filter.
Allocations by Investment: Popup with Allocation Details Was Not Always Displayed in Histogram Mode
In Allocations by Investment mode, the popup which shows allocation details for a role or resource (introduced with 7.5) is now displayed in all cases when using the histogram mode.
Assignments by Resource: Changing the Start or Finish Date of an Assignment
In Assignments by Resource mode, changing the Start or Finish date of an assignment now works again. It already did work correctly in Assignments by Investment mode.
Assignments by Investment/Resource: Shrinking or Extending Assignment with Actuals
In the Assignments modes, from now on, the ETC is correctly distributed between the Actuals Thru and Finish dates when changing the Finish. This also works correctly when editing the parent task or phases.
itd Advanced Resource Planning 7.5.0
In this release of Advanced Resource Planning, we focused on quick access to additional in depth information. Overview the role utilization in your department based on employees‘ Staff OBS. Display additional values like project costs per period and have them summed up per task, phase and project. Display the critical path and see easily where a resource is planned in a specific time frame.
Allocations by Investment: Filter Role Utilization and Availability by Staff OBS
In big organizations, to me as a resource manager, it is most important to overview the utilization of the resources in my department. Therefore, we added a utilization and availability filter by Staff OBS to the utilization view. Resource managers can now overview the utilization and availability of a role for their department only, excluding all other resources.
Without Utilization Filter: As a resource manager of a department I might think that I need more resources or move a lot of projects to the future since, since my resources are overbooked by 111 days.
With Utilization Filter on department (Staff OBS)
With the department filter, resource managers can get information how the utilization is for the relevant department. Note that the Business Analyst is still overbooked, but not as much as previously. One additional full time resource should be enough to fix the capacity problems for this department.
To note is also that Goldman, Mark has no availability since he is not a part of the filtered department.
Assignment Modes: Custom Time Scaled Values
With Advanced Resource Planning 7.5.0, we added support for custom time scaled values on assignments. Similar to ETC curves, the sum is calculated for the tasks, phases and investments according to the selected options. Configure the custom time scaled value with in the AE Attribute Configuration to make it available for all users of Advanced Resource Planning. Available is the sum column as well as an option to display the custom time scaled values as a secondary value in the time slices.
All curve types (Money, Percent, Number) are supported for displaying the values. For editing, only the Money type is supported. Note that the Loading Pattern (Front, Back, Uniform, Fixed) is considered when editing the sum for the custom time scaled value. It is also possible to limit editing of custom time scaled values in Advanced Resource Planning to specific resource types. Just configure the editable types in the AE Attribute Configuration.
Configure the Custom Time Scaled Value as Secondary Value
It is possible to configure the ETC, Actuals, Availability or any custom time scaled value curves for the secondary value displayed at the top left of a cell.
View Even More Details on Your Project Plan
In this example, the configured time scaled value Cost displays additional costs for material resources like Computer, License and similar. According to the Loading Pattern, the cost values are distributed over the complete task. All values are summed up for tasks, phases and projects to give an overview of the total project cost in each month.
Assignments by Investment: Show Critical Path
As a project manager, the critical path of my project has a high influence on the success of the project. Displaying the critical path can be turned on and off in the Visualization menu.
Allocations by Investment: Display Active Projects in Detailed View for Allocation Perspective
When adding a resource to a team, it is often not directly clear on which investments this resource is already booked for the current time period. To quickly get the same information as in the Allocations by Resource view, a user can now click on the specific time slice to get direct information on which investments the resource is allocated.
Please note that this currently only works in the non histogram mode. In the next version, this will also work in the histogram.
Quick Access to Configure filter
We added a configure button on all filters to quickly change the available filter fields.
Excel Export with Microsoft SQL Server
The excel export did not work anymore with Microsoft SQL Server. This is now resolved.
Only Use System Partition
Older versions of Advanced Resource Planning created two empty partitions. From now on no partitions are created and all instances and objects are based on the system partition.
itd Advanced Resource Planning 7.3.1
This release focused on the usability of itd Advanced Resource Planning. We added additional options to improve the performance and create new ways to quickly jump to the relevant data.
Quick Filter on Roles
We added the Filter for role, OBS and skills action to quickly find a replacement for a role in a project:
- In Assignments by Investment mode, the action is available for role assignments.
- In Allocations by Investment mode, the action is available for role allocations.
Selecting this action will adjust the filter of the Resources panel with the following values:
- Primary Role will be the selected role.
- Resource OBS Unit will be the Staff OBS Unit of the associated team entry.
- Skills (new resource filter field) will be the skills selected for the associated team entry.
- Skill Matching (new resource filter field) will require to match all skills (alternatively, you can require to match at least one skill).
- Missing filter fields will be added automatically .
- If no Staff OBS Unit or Skills are configured in the role’s team entry, they will be ignored.
- The resource filters for skills are now available for all views.
New Detailed View of Assignments
To get a better inside on your resource utilization, we have included a link to a new Detailed view of assignments in the toolbar for the Assignments by Investment view. Here, you can see the detailed task assignments for all resources currently displayed in the Resources panel. These are all resources selected via the associated filters. The detailed view allows project and resource managers to detect where the resources are overloaded.
Faster Calculation of Sums
Most often, the users are more interested in total investment, project phase and task sums as opposed to the sums of filtered assignments or allocations. Therefore, three modes can now be toggled to Calculate sums:
- On: by default, itd Advanced Resource Planning will now display the total sums of each investment, project phase and task.
- Filtered: this setting is still available to select the previous display mode, applying the assignment or allocation filter to the sums. Please note that the view will be loaded more quickly when filters are not applied to sums (i.e., with the Onsetting).
- Off: this won’t calculate or display sums at all and is therefore the quickest mode.
In Assignments by Investment mode, with Calculate sums set to On or Filtered, total sums will always be displayed for investments with the Use CA PPM’s calculated investment sums option. This will also speed up loading.
Show Investment Hierarchy Option
We added the Show investment hierarchy option to the preferences, which is turned Off by default. This toggles displaying of the investment hierarchy tree (parent and child investments). When the investment hierarchy information is not required, turning this Off will cause the view to be loaded more quickly.
Example: assume the assignment of the Business Analyst role to the Requirements Definition task shown in the screenshot below has an ETC value in March 2019. Clicking the associated number in the ETC before column will shift the visible period to January 2019 through March 2019, such that the ETC value in March is at the end of the new visible period.
Simplified Initial Filter Configuration
For new users, only really important and often used filters are configured when opening the tool for the first time. Like before, users may add or remove filter fields as required via the Filter tabs in the preferences.
itd Advanced Resource Planning 7.2
Include only approved investments
When projects fall out of scope, resource utilization changes. With the new Include only approved investments option, the displayed utilization (Allocations by Investment) or remaining availability (Allocations by Resource) is filtered such that only investments that have actually been approved will be considered.
To give a better workflow, we also added support for the investment status. It is now available as an editable column and you can filter by it.
Erin Gillian is allocated for 200 days in 2018 for „Client Services Datamart“ investment. This allocation is not considered in the histogram because „Include Ony Approved Investments“ is on and „Client Services Datamart“ is unapproved.
The allocation is considered as soon as the „Client Services Datamart“ investment is approved.
Additionally, you can adjust the investment status in your scenario. This way you can experiment which projects can be done without over-allocating your resources
Show Excel Export Progress (since 7.1.2)
The user now gets feedback on how many top level items have already been exported and how many are left.
Allow Editing of Estimated Sum with Actuals (since 7.1.2)
Editing of the estimated sum for assignments is now possible when they have actuals but no remaining ETC.
License Expiration Reminder
One month before the license expires, all ARP Administrators (members of the ARP Admin group) receive a notification in Advanced Resource Planning that the license is about to expire. Two weeks before the license expires, all users will be notified in Advanced Resource Planning.
Reduced Loading Time for Investment Modes
Loading investments previously always involved a complex calculation to check whether investments have children matching the current filter. For some data sets, the performance is much better if we do not calculate these flags. We now added the calc_inv_has_children_flag option to the Advanced Resource Planning preferences lookup to avoid checking if investments have children. When set to 0, investments always have an expand button, regardless of whether they actually have children that should be displayed. Clicking the expand button will load the investment’s children if they exist.
Resolved Exception for Modifying Big Phases
After modifying a phase including multiple other phases, tasks and/or assignments, an exception occurred when saving the changes before all pending calculations were finished. From now on, the application waits in such cases until all calculations are finished, such that the changes can be saved.
Detailed Feedback for Invalid Actions
For various actions, the application did not give the appropriate feedback when something did no go as expected. Now, the user gets more feedback when the saving process fails for any reason.
Clear Advanced Resource Planning Cache Works for All Application Instances
Clarity servers with more than one application instance previously had issues with clearing the cache for Advanced Resource Planning via the associated URL parameter.
These issues are now solved.
Utilization Coloring on Allocation by Resource Changes When Filtering for Investments
In the Allocations by Resource view, when using an investment filter, the utilization colors changes dependent on displayed investments. The utilization colors in the Allocations by Resource view should always depend on the global data, regardless of filter settings.
itd Advanced Resource Planning 7.1
Advanced Dependency Management
In previous versions it was always difficult to detect all dependencies. It was always possible to see all dependencies when opening the task dependency dialog, but you did not get an easy and quick overview. Also, dependency violations were not always detected like you would want to have it. With this new feature, all this is something of the past.
We now show the connected symbol next to any task or milestone with hidden dependencies. The symbol will turn red when at least one hidden dependency is violated. Like shown in the screenshot above, the task „Define Scope Change and Control Process“ has a hidden dependency. As the color indicates, the dependency is not violated. The milestone „Planning Phase Gate Complete“ has two hidden dependencies as shown in the tool tip. This tool tip can be opened by clicking on the connected symbol. We see exactly which dependency is violated and why.
Support Default Allocation Field
The default allocation has a lot of impact when creating a new project. Therefore we now give the user the option to display and edit the default allocation inn the Allocations by Investment and Allocations by Resource views.
Because of the usual propagation of values, it is possible to see the direct impact of changes without saving them first.
Consistency for Resource View
The Assignments by Resource and Allocation by Resource views have a consistent behavior, now. Both views show all resources with team entries for investments that are visible for the user. In single investment mode, all resources with team entries for the respective investment will be displayed.
If required, administrators can configure that Resource – View rights are necessary as well (Assigments by Resource mode) or instead (Allocations by Resource mode) to view the resources in these views. This can be configured independently for the Assignments and Allocations views and the global and single modes.
Avoid Caching When a New Version Was Deployed
Beginning with this version, the browser will automatically detect new versions of Advanced Resource Planning when installed on CA PPM and will avoid using the cache in this case. This resolves the exception which occurred after installation of a new version for all users of Advanced Resource Planning.
System Settings Are Now Saved for All ARP Admins
If a user was in the ARP Admin group but was not the admin user, the system settings were not saved.
Restoring the Default Preferences Does Not Break the UI
When restoring the default preferences, the correctly restored values were not displayed even after saving. Now, you don’t need to refresh the whole page to make the restored options work.
Rendering of Dependencies
When expanding projects, project phases or tasks, the dependencies were not always rerendered correctly. It was also difficult to create dependencies with Drag & Drop when using Internet Explorer 10/11.
Support Multi-Value Attributes for MSSQL Server
Advanced Resource Planning didn’t consider multi-value attributes on CA PPM systems which use MSSQL Server as a database.
Resolved Exception for Big Project in MSSQL Server
Projects with a lot of tasks and project phases could cause an exception on MSSQL Server systems. This issue is now solved.
We improved the loading performance for the Assignments by Resource and Allocation by Resource views. Additionally, in the Assignments by Investments view, we now avoid some time-consuming queries if possible. If you still experience performance issues, we look forward to your Feedback.
Add Different Translations for All Labels
With a custom lookup, it is now possible to replace all translations inside of Advanced Resource Planning. If you have different names for your filters than the standard CA PPM, you can now rename them with the custom lookup.
Preferences Cleaned Up
The „Show milestones“ option was removed from the preferences for the Assignments by Resource view because it had no impact there.