Author: Curt Doolittle

OVERSING: CONFUSING MYSELF

You can:

1) Schedule Work. Using the Gantt chart or Timeline.

2) Soft Book People. Depending upon, or independent of schedule using the Reservations Panel

3) Hard Book People. Depending upon, or independent of schedule using the Reservations Panel.

Keeping in mind that:

– The Schedule’d times DO MOVE automatically.

– Bookings (Reservations/Appointments) Do NOT MOVE.

Ergo you schedule out in the future, soft book and hard book as time approaches.

Now, what are we trying to control for?

1 – we want to know demand out into the future (the schedule)

2 – we want to allow PM’s to reserve department, role and individuals.

3 – but we want to prevent scheduling but not using them.

You can forecast using the schedule (Gantt and Timeline)

An admin or operations person can approve the forecast.

-or-

You can Reserve people using the Reservations System.

Individuals can accept or reject reservations.

You can run Tasks, Tickets, Jobs/WorkOrders, Agile/Kanban, WBS projects.

You can run not just tech but strategy, hr, career, etc.

You can schedule people against the project or deliverable

You can schedule people against stories

You can schedule people against tasks

You can schedule and ignore booking.

You can book and ignore scheduling.

You can mix booking and scheduling.

We want to preserve a history of the forecasts by week, and there is no consequence to volatility. it’s just in formation.

–and–

We want to preserve a history of changes in reservations.

Because this imposes a cost of lost opportunity if not monitored carefully.

So when we save a forecast, what are we saving?

Weekly by Program (Project) as in the schedule.

Weekly by Program (Project) as in the bookings.

But how do we compare these against actuals?

Well, bookings have to be closed. So we know bookings.

We know hours total recorded…

So we just use both :

Scheduled – Actual

AND

Booked vs Recorded against booked?

I mean, that’s all we can do right?

( Eric Adams feedback please )