We implemented resource management in October of 2018, that is the beginning of our fiscal year. Over time, the SWAGs that were entered into the system have started to accumulate without being adjusted. When we started this process, they decided they were going to use only ETC's and not allocations. However, June 1 we updated to 15.5.1 and implemented a new Resource Management process using the New UI, which meant, using role requests to request resources from the resource managers. As part of requesting the roles, we opted to request hours, not an allocation percentage as that was a bit confusing for our teams.
So, once the "hours" are assigned to a resource via a role request, the PM is assigning ETC's to the project tasks the resource is needed.
I have multiple questions here....
1. can we turn of the rollover of ETCs that create this snowplow effect? Some of these projects are operational items and the hours just keep rolling over due to the inaccurate estimates we used.
2. how do we go about updating this? Do we change the allocations and then update the ETCs?
3. Is there an easy way to update the ETCs once the allocations have been updated?
I'm trying to help them see the value in Resource Management and doing it correctly, but with the carry forward of the ETC's, it's hard for them to see the benefit.
The upgrade has essentially "broken" resource management in their eyes.
Any help is appreciated.