This article describes how to activate the resource score in Meisterplan, how it is calculated and how to switch the resource view between sorting by score and by name.
- Activating the Resource Score
- Resource Score Calculation
- Average Resource Score
- Sorting the Resource View by Score or by Name
The allocation quality for roles and resources is figured by the resource score. This helps you quickly identify the items most in need of attention. A score is calculated per row in the resource panel (role, resource or selected OBS node). The total score shown on the menu bar is the average score of all roles and resources.
Activating the Resource Score
The resource score can be activated in the histogram settings menu. This setting will be preserved for future logins and will stay active until you disable it again.
Resource Score Calculation
The score is an indicator for the over-allocation in the next 36 months from today (if the histogram shows weekly allocations then one month represents 4 weeks). The higher the score the worse the over-allocation. A score is calculated as follows:
For each of the 36 months we calcluate an aging factor of 5% so the over-allocation in the months further from today will count less than the months closer to today (starting with 100%):
aging[month] = aging[month-1] * 0.95
- For each month we calculate the ratio of the over-allocation to the average capacity and the over-allocation to the local capacity:
over_allocation[month] = allocation[month] - capacity[month]
ratio[month] = over_allocation[month] / average_capacity[month] +
over_allocation[month] / capacity[month]
- To achieve that continuous over-allocation will have a higher score than over-allocation peeks, we are taking the values in the neighbourhood into account:
(ratio[month-2] / 3 + ratio[month-1] / 2 + ratio[month] +
ratio[month+1] / 2 + ratio[month+2] / 3) * (3 / 8)
- The next step is to apply the aging factor described above:
score[month] = neighbourhood_weighted_score[month] * aging[month]
- The resource score is the sum of the values we calculated for each month:
Resource Score = ?score[month] (month=1-36)
Average Resource Score
The total score displayed in the menu bar is the average of all scores calculated for resources and roles. This figure is supposed to help you assess the overall quality of your planning.
Sorting the Resource View by Score or by Name
By default, roles will be listed before resources and both will be sorted alphabetically.
With an aggregation, the roles and resources will be sorted by the role or OBS unit they belong to on the aggregation levels.
When the resource score is displayed, roles and resources will be sorted by this score, with roles and resources with a higher score displayed first.
With an aggregation, aggregated rows will also sorted by their resource score which is derived from the roles and resources they contain.
As long as the resource score is displayed, you may switch between sorting by score and alphabetic sorting via the sorting button above the resource view: