Using LMPlan - Version 1.6 by AlNik Solutions, LLC Copyright 2011 ©

Contents Introduction to LMPlan –What is LMPlan –Data Flow in PMPlan Enterprise –Reports Using LMPlan –Assigning –Importing

Contents What is LMPlan Data Flow in PMPlan Enterprise Staff Breakdown Structures Relationships Expected Users and Permissions Reports Loading Importing

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 the ability to import planned project loading from Project Management tools –MPM Project –MS Project –AlNik Solutions PMPlan

Custom Reports Standard Reports anDbManager (Database Administration) PMPlan Enterprise Tool Suite PMPlan (Project Management) Basis-Of-Estimate Labor Loading Other Direct Costs Budgets Company Accounting Data Company Rate Data Company Roster Data Work Breakdown Structure Objectives Deliverables Scheduling Importing Actual Estimate-To-Complete Earned Value Methodology Jobs CategoriesJobs RatesBurden RatesRosterActual Standard Reports Custom Reports LMPlan (Line Management) Planned Monthly Loading Data Assigned Monthly Loading Data Standard Reports Custom Reports PMFolio (Portfolio Reports) Balance Remaining Workforce Requirements Deliverables Milestones Revenues Cash Flow

LM ProjectsPM Projects Control of Enterprise Data LMPlan Line Manager’s Tool PMPlan Project Manager’s Tool BOE’s WBS Task Level, Schedule, and Daily Category Loading EVM Actual labor And Materials Monthly Project Plan By Category, Level, Requested Skill, and Requested Staff Monthly Project Staff Assignments anDBManager Database Administration Staff Pool Categories Skills Organizational Structures Rates Monthly Staff Projects Assignments

LMPlanDB LMPlan Work Flow Create Project Plan Create Project Plan PMPlanDB MS Project Import Project Plan Import Project Plan Assign Staff to Project Group Reallocate Staff Reports

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

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.

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.

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.

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.

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

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).

Staff Assignment s or Printouts To reduce the list of staff to select from sets these filters as desired. After selecting staff, send work assignments to printer or . Can use to communicate work assignments to staff

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.

Brief Hands-on of LMPlan

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.

A Process for Assigning Staff to a Project Assign staff to project Reallocate staff across all projects Inform Staff and Management of Assignments

LMPlanDB Main Form – Project Tab Provides form for assigning project plan to staff

LMPlan - Project – Staff Unassigned Project Assignments showing the unassigned resource loading for the highlighted project.

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.

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.

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’.

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.

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.

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

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.

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.

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’.

Tools for Administrators Controls which projects from PMPlan are imported into LMPlan and PMFolio Allows editing of custom fields used for filtering project list Allows editing of Project Kinds Listing

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’

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.

Projects to Import This indicates that this PMPlan project should be imported The green cells for sorting and filtering Grey background is not selected.

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.

Manually Importing Projects This will import all of the select projects

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

Using LMPlan Thank you, any questions?