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Enable New Master Planning

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How to Enable the New Master Planning

Account Administrators now have the ability to enable the new Master Planning interface. You'll have the option to migrate your Planned Hours to hard allocations, copy your Scheduled Hours to hard allocations, or start from scratch.

Migration to Allocations

Enabling the new Master Planning interface introduces role-based planning across Mavenlink and allows you to copy existing Scheduled Hours or migrate Planned Hours to hard allocations.

After enabling, the term “Planned Hours” will no longer appear in Mavenlink and allocations will become your new tool for project-level resource planning. Therefore, we strongly recommend that you refer to the Allocations Knowledge Base article to fully understand our allocation types before making a selection.

To enable the new Master Planning interface with resource allocations, hover over Settings on the left-side nav bar and select General.

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Scroll down to the New Master Planning section to find the following migration options:

  • Migrate Planned Hours to Hard Allocations
    • Currently, Planned Hours are saved by week for each project team member. When enabling using this option, all adjacent weeks with the same number of hours per week are merged into one allocation in the new Master Planning.

  • Copy Scheduled Hours to Hard Allocations (recommended)
    • Scheduled Hours are stored daily on assignments within a project. When enabling new Master Planning, the Scheduled Hours for each project team member are totaled by week and used to create an allocation. All adjacent weeks with the same number of hours per week are merged into one allocation in the new Master Planning.
      Note: Planned Hours will not be accessible after choosing this option.

  • Enable new Master Planning Without Migration
    • Choose this option if you'd like to enable new Master Planning, but have no need to migrate hours and would like to start fresh with Resource Planning. No migrations will occur and no allocations will be created.
      Note: Planned Hours will not be accessible after choosing this option. If you are using Planned Hours in Insights, this option is not recommended! For more information, please see our Insights Considerations section below.

After selecting your migration path, click the Enable new Master Planning button. This enables the new Master Planning interface and runs the Allocation Migration utility. You will be notified via email when the migration is complete.

Insights Considerations

If you're an Insights user, please consider the following before enabling new Master Planning:

Planned Hours

The current User Planned Workday dataset will continue to be available for Insights reports. After migration, this dataset will be sourced from Allocations in the new Master Planning instead of Planned Hours. Depending on the migration option you selected above, allocations are either copied from existing Scheduled Hours or migrated from Planned Hours.

Note: Planned Hours in the User Planned Workday dataset are not available for unnamed resources. To report on allocated hours for unnamed resources, see our new allocation data model described below.

Allocations

Allocations are visible in the new Resource Allocation Day dataset in Insights. This allows you to report on allocated hours for named and unnamed resources. You can also use the Resource Allocation Day dataset to distinguish between hard and soft allocations. Allocations are used in standard reports and our new resource planning reports (see below) for information entered in new Master Planning.

Unnamed Resources

Resource Planners and Project Managers can use unnamed resources to show demand for a role prior to filling it with a named resource. Unnamed resources can be allocated on projects and assigned to tasks within a Mavenlink project. Unnamed resources are only displayed in Insights when the new Resource Allocation Day dataset is in use.

Standard Reports

The Resource Allocation Day dataset is used in both standard reports and our new resource planning report capabilities via two new Insights dashboards; this includes reporting on named and unnamed resources by project, filtering by unstaffed demand, or filtering by soft and hard allocation types.

  • The new Utilization dashboard in Insights will show named resources and compare their allocations to their actual hours logged on projects.
  • With the new Staffing & Capacity dashboard, you can identify FTEs and forecast future demand for resources.

Custom Reports

Custom Reports using Planned Hours will continue to use the User Planned Workday dataset. This dataset will now be sourced from Allocations in the new Master Planning (as mentioned above). Custom Reports are not automatically converted to the new Insights allocation dataset.

Placeholder Resource Considerations

If you currently use resource placeholders for role-based planning (such as “Project Manager”), selecting one of the migration options above will convert them the same way as other users. Resource placeholders will not migrate to unnamed resources.

Placeholder Resources vs Unnamed Resources

Unnamed resources provide flexibility for role-based planning, but are slightly different than resource placeholder users. When migrating from resource placeholders to unnamed resources, take into consideration custom fields, skills, workweeks, holidays calendars, cost rate, and rate cards.

For example, Custom Fields are not used with unnamed resources; therefore, categorizing and filtering unnamed resources with Custom Fields is not available in Insights reports (as is possible with resource placeholders).

With this in mind, you may want to keep your resource placeholders so that Insights reports (filtering, categories, etc) continue to function the same way as you currently use them.

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