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Using LMPlan - Version 1.6

by

AlNik Solutions, LLC

Copyright 2011©

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Contents

• Introduction to LMPlan– What is LMPlan– Data Flow in PMPlan Enterprise– Reports

• Using LMPlan– Assigning– Importing

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Contents

• What is LMPlan

• Data Flow in PMPlan Enterprise

• Staff Breakdown Structures Relationships

• Expected Users and Permissions

• Reports

• Loading

• Importing

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What is LMPlan?

• Part of PMPlan Enterprise Suite• The Line Manager tool for assigning staff to

projects.• It provides reports to review these assignments in

different ways.• It provides reports to review these assignments in

different ways.• It provides the ability to import planned project

loading from Project Management tools– MPM Project– MS Project– AlNik Solutions PMPlan

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Custom Reports

Standard Reports

anDbManager(Database Administration)

PMPlan Enterprise Tool Suite

PMPlan(Project Management) Basis-Of-Estimate

Labor LoadingOther Direct CostsBudgets

Company Accounting Data

Company Rate Data

Company Roster Data

Work Breakdown Structure

ObjectivesDeliverablesScheduling

Importing ActualEstimate-To-CompleteEarned Value Methodology

Jobs Categories Jobs Rates Burden Rates RosterActual

Standard Reports

Custom Reports

LMPlan (Line Management)

Planned Monthly Loading Data

Assigned Monthly Loading Data

Standard Reports

Custom Reports

PMFolio (Portfolio Reports)

Balance RemainingWorkforce RequirementsDeliverablesMilestonesRevenuesCash Flow

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LM ProjectsPM Projects

Control of Enterprise Data

LMPlanLine Manager’s Tool

PMPlanProject Manager’s Tool

BOE’s

WBS Task Level,Schedule, and DailyCategory Loading

EVM

Actual laborAnd Materials

Monthly Project PlanBy Category, Level,Requested Skill, and

Requested Staff

Monthly Project Staff Assignments

anDBManagerDatabase Administration

Staff Pool

Categories

Skills

OrganizationalStructures

Rates

Rates

Monthly StaffProjects Assignments

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LMPlanDBLMPlanDB

LMPlan Work Flow

Create Project Plan

Create Project Plan

PMPlanDBPMPlanDB

MS ProjectMS Project

ImportProject

Plan

ImportProject

Plan

Assign Staff to Project

Assign Staff to Project

Group Reallocate

Staff

Group Reallocate

Staff

ReportsReports

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Category Capacity Assessment Report

After Setting the desired filters and conditions, click ‘Refresh Report’ button.

Color code shows over/under load (in FTEs) Red or Orange = not enough project work for staff in that category Cyan or Green = Overcommitted

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Capacity by Project Kinds Report

This report shows another breakdown of capacity needs by project group with the ability to display bar charts by each selected job category. The dash line represents the desired billable goal for each job category. The solid line indicates the full-time capacity.

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Summary Requests Report

This report provides a condensed picture of job request for all selected projects and proposal. The red bar represents the employee head count for each job category. The blue bar includes long term temporary help. The yellow bar shows the billable goal for all employees, and the green includes temp labor. The symbols provide the minimum, average, and maximum monthly requirements.

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Project Request Report

This report provides monthly hours requests by Job Category and Project. The user has the option to group by Jobs (Left) or projects (Right) by dragging column header to group area.

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Project Assignments Report

This report expands on the ‘Project Requests’ report to include the work force assignments. This report can be grouped by Projects, Jobs, or Staff.

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Group Assignments Report

This report provides each line manager with the ability to get a summary of all of their staff.

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Staff Roster by Job Categories Report

This report provides management with the list of staff under each Job Category including Available (1.00 is full-time employee), Goal (The desired fraction of their work that should be billable), Billable (equals to Available * Goal).

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Staff Assignment Emails or PrintoutsTo reduce the list of staff to select from sets these filters as desired.

After selecting staff, send work assignments to printer or email.

Can use email to communicate work assignments to staff

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Category Roster/Usage Combo Report

This report combines information from the Capacity by Project Kinds, Staff Roster by Job Categories, and Project Request reports. Each sheet is for one job category. This multi-sheet report can be exported as a Microsoft Excel file.

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Brief Hands-on of LMPlan

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New Connection (or New Installation)Network location and SQL Server Name, which should be provided

by the DB Administrator.

Standard database for PMPlan Enterprise Suite.

Practice version of Company’s PMPlan Database.

Click to make sure the settings are okay.

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A Process for Assigning Staff to a Project

• Assign staff to project

• Reallocate staff across all projects

• Inform Staff and Management of Assignments

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LMPlanDB Main Form – Project Tab

Provides form for assigning project plan to staff

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LMPlan - Project – Staff Unassigned

Project Assignments showing the unassigned resource loading for the highlighted project.

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LMPlan - Project – Staff Assigned

Project Assignments showing the assigned resource loading for the highlighted project.

Right-Click Staff to view details of assignments to other projects.

Hover over number to see where it came from.

Hover over number to see assignment.

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LMPlan –Staff to be Assigned to a Project

Upper table shows the project plan. As work is assigned to the lower table, the hours in these cells will decrease. The goal is have all zeros.

Lower table shows the to be assigned to for the selected project.

To assign hours, you must have selections in both tables.

Pick how hours are to be assigned. If hours is selected, up to the hours shown will be transferred.

Once the assignment has been selected, click the Assign button to complete the assignment.

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LMPlan - Staff Assigned to a Project

Lower table now shows the assignments for the selected project.

Upper table shows the project plan after assignment of all staff. As work was assigned to the lower table, the hours in these cells where decreased. The goal was to have all zeros.

Change your mind; click the ‘Unassign’ button to return to the original unassigned state. To commit and save the assignment, click ‘OK’.

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LMPlan Main Form – Staff Tab

To see assignments of specific staff, select staff row and click here.

To view all staff and be able to assign from any project, or to re-allocate resources to any staff, click here.

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Assignments of Individual Staff

The funnel are filtering symbols. Click on to set filter, which has a triangle if active. Select ‘All’ for turn off filter.

Upper table shows all unassigns, if greater than zero.

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Assigning to All Staff

Assignments work the same here as ‘Assigning to Project’ View.

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Staff Re-Allocation Selection

Allocating by Staff is the same as Loading by Staff Assigned to a Project, but its by all Project Staff to a Staff Category.

To Re-Allocate hours, you must have highlighted selections in both tables.

Once the desired allocation has been selected, click the Assign button to complete the re-allocation.

Select a category in which to re-allocate staff.

Pick the hours to be re-allocated. If hours is selected, up to the hours shown will be transferred.

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Staff Re-Allocation

Allocating by Staff is the same as Loading by Staff Assigned to a Project, but its by all Project Staff to a Staff Category.

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Staff Re-Allocation Commitment

Change your mind; click the ‘Unassign’ button to return to the original unassigned state. To commit and save the assignment, click ‘OK’.

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Tools for Administrators

Controls which projects from PMPlan are imported into LMPlan and PMFolioAllows editing of custom fields used for filtering project list

Allows editing of Project Kinds Listing

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Custom Fields for Filtering and Sorting

This indicates that this field will not be used.

Click this to clear field

A lookup list should be used to control what is entered in field cell.

Can have up to ten fields

If a value is removed, it will be necessary to edit values in the ‘Import Projects Table’

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Project Kinds Listing

The ID determines the order, but you must not change an ID value. If you want to insert a title, replace the titles of all items greater than the ‘insertion’ point.

To delete an item, click in the row header left of the 5, then press Delete. After that re-titled as desired.

To insert an item, click in the ID cell next to the *, enter 6. After that re-titled as desired.

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Projects to ImportThis indicates that this PMPlan project should be imported

The green cells for sorting and filtering

Grey background is not selected.

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Projects to Import (Continued)

When you select a white cell a drop down list usually will be displayed.

If a project is checked, make sure each of the white cells are set as desired.

This should be 100 for active project, and less for Proposal based on expected chance of getting the work.

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Manually Importing Projects

This will import all of the select projects

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Previewing/Printing/Exporting

Can export to all these formats

Add Water Mark to foreground or background

Can control Page Setup

Can edit Header and Footer

Can attach report to E-Mail

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Using LMPlan

Thank you, any questions?