WO2002082335A2 - Skill and resource allocation method - Google Patents
Skill and resource allocation method Download PDFInfo
- Publication number
- WO2002082335A2 WO2002082335A2 PCT/GB2002/001302 GB0201302W WO02082335A2 WO 2002082335 A2 WO2002082335 A2 WO 2002082335A2 GB 0201302 W GB0201302 W GB 0201302W WO 02082335 A2 WO02082335 A2 WO 02082335A2
- Authority
- WO
- WIPO (PCT)
- Prior art keywords
- task
- resource
- tasks
- resources
- skill
- Prior art date
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Classifications
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/06—Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
- G06Q10/109—Time management, e.g. calendars, reminders, meetings or time accounting
Definitions
- the invention which is the subject of the current application relates to the provision of a method and system which allows optimisation of the allocation and usage of the resources, in terms of both human resource and equipment resources to perform specific tasks.
- US 5408663 illustrates one resource allocation method but the resources are purely allocated in terms of availability and does not take into account the skills which each resource has in comparison to other resources such that in the is patent if a resource is identified as having a particular skill the assumption has to be made that all the resources have the same skill level. Furthermore in the prior art patent, once allocated, a resource has to continue to perform the task and there is no ability for the resources to be allocated in terms of relative skill levels.
- the aim of the current invention is to provide a method to allow a schedule to be formed so that the future work load in terms of tasks is allocated to maximise the utilisation of the resources and the commercial benefit. Benefits are therefore obtained if the work can be scheduled such that the most possible resources are fully occupied. If resources stand idle waiting for additional work to do, there will be inefficiencies and the commercial benefits are reduced.
- a method for forming a schedule of allocation of given resources to a series of tasks which, in combination, are required to be performed to complete a project comprising the steps of; defining each of the resources available to be selected by the user, identifying the tasks to be performed to complete the project and placing the same in an order with regard to previous tasks and following tasks, allocating a time for completion of each task, identifying the resource or resources required to perform the task, considering all available and relevant resources for potential use in performing that task until those resource or resources which allow completion of the task in the required manner are identified and allocated; and repeating the steps for each task until the available resources have been allocated to allow all of the tasks for the project to be completed and characterised in that the resources are defined in terms of available time, skill or skills and a value indicative of the resource ability to perform the skill or skills.
- the availability of the resources is calculated with regard to human resources in terms of working and non- working hours, and commitments like meetings and vacations.
- the resource availability is calculated with regard to downtime requirements including service scheduling and the like.
- each resource is analysed in terms of the "skills" which it offers i.e. that resource's ability to perform a type of task.
- the method also identifies the tasks that need to be performed and each task is defined in terms of its predecessors and restraints so that a task which is indicated to be required to be completed before the task in question, is placed before the task in question and, equally a task which can be completed once the task in question has been completed is also indicated accordingly. For example, the task of building the roof frame on a building must follow the tasks of building the walls and purchasing the material for the frame, said purchase requiring customer approval and so each of these tasks are placed in the required order. Equally the schedule of these tasks has an effect on future tasks such as purchasing the slates for the roof and the task of placing the slates on the roof frame. Other specific deadlines may also be included in the schedule as appropriate.
- the work content for each task is defined in appropriate terms but typically in relation to time units of resources. For example, one task may require 100 man-hours, 250 drill-days and 25 tester- days.
- the actual period of time for completion of the task is not necessary as the method allows the calculation of the schedule and also indicates an appropriate resource or resource combination to perform the task which can then be translated into a date and completion time.
- each task can be considered using the following steps:
- the earliest possible start date of the task is calculated with respect to the preceding tasks which are required to be completed and relate to the particular tasks under analysis. 2.
- the first resource with the required skill is selected and its availability calculated with regard to the start date of the task.
- the task is scheduled using the selected resource noting the ability to perform this kind of work and the completion date calculated.
- a method for the scheduling of resources to perform a selected task from a group of tasks required to be completed to perform a project comprising, for said task, the following steps;
- the earliest possible start date of the task is calculated with respect to any preceding tasks which are required to be completed and which relate to the particular task under analysis;
- a first resource with the required skill is selected and its availability calculated with regard to the start date of the task;
- any non available periods for the resource are added to the time to be taken; any time periods for the resource which are assigned to higher priority tasks are added to the time to be taken;
- the task is scheduled using the selected resource with respect to the ability of the resource to perform the work of the task and the completion date is calculated;
- the next resource that has the required skill is selected and the steps are repeated for each resource until all appropriate resources have been tested for respective availability; and characterised in that the task is scheduled for completion by utilising the resource or combination of resources which provide completion of the task with the earliest completion date.
- a skill ability rating value for that resource in relation to the particular skill required for the task is taken into account in calculating the time required for that resource to complete the task.
- the task is allocated a priority rating with respect to other tasks prior to analysis of the resource availability.
- the method includes the step of assessing the priority rating for the task with respect to the priority rating of any other tasks to which that resource is allocated.
- the method is computer implemented and data is input into the computer to represent the tasks constituting the project, the dependency of the task on other tasks and data representing the available resources.
- the calculation of the start and completion date of the task is repeated for each of the resources in a computer database which is identified as having a skill ability to perform the task.
- the database includes, for each of said resources, an ability rating value for the resource to perform the identified skill and said ability rating value is taken into account when calculating the time required for the resource to complete the task.
- Figure 1 illustrates one form of graphical display which illustrates the display generated for a particular project task
- Task start time 8am Tuesday 2 nd Nov
- Drilling machine # 1 is 100% effective at drilling holes but is also informed from the already scheduled use of the machine that it is scheduled to be shut down for maintenance from 9am to 3pm on Wednesday 3 rd November.
- the normal availability is 8am to 5pm Monday to Friday except for Bank Holidays.
- the machine is also already assigned to perform a drilling operation and this occupies the machine's availability for Thursday 4 th November between 8- 12pm.
- Drilling machine # 2 is 50% effective at drilling holes and is available 8am to 5pm Monday to Friday except for Bank Holidays.
- the task completion is first calculated with respect to Machine no. 1 for the following periods as shown in Table 2 below Table 2 .
- the method then repeats the calculation for the task using drilling machine # 2 and as this machine has no downtime scheduled the machine can always be available, but as the skill ability rating value is only 50% i.e. half that of machine no. l, machine no.2 takes twice as long, i.e. 50 hours, in terms of the hours needed to perform the task. This therefore means that the calculation for Machine no.2 indicates that the task will be complete at 1pm on 9 th Nov as illustrated in Table 3 below;
- the method is capable of dealing with any number of tasks and any number of resources.
- each task is allocated a relative order of priority so that they effectively "take" resource availability in order of priority - higher priority tasks "take” resource availability leaving any remainder for lower priority tasks.
- Simply raising a task's priority causes the method to recalculate the schedule for that task and all tasks of a lower priority.
- raising the priority of the task to be completed to be greater than the priority of the task to which Machine # 1 was already allocated would cause the task to be scheduled for completion at 12pm on 5 th November as it would "take” or utilise the four hour period on the morning of 4 th November which would then become available.
- the previously allocated task would then be required to "take" machine # 2 or would “take” machine # 1 after the new priority task was complete.
- the method can deal with multiple resources so that a proportion of one resource type can be allocated to one task and the remainder to another task. It can handle parallel tasks, e.g. a resource can be assigned to two or more simultaneous tasks on a part time basis so that, for example, a resource can be deemed to be 50% committed to one particular activity such as say programming and 50% committed to another activity such as writing specifications and thereafter be allocated accordingly. Furthermore if a resource is unavailable for a period of time during the time for completion of a task, another available resource, which may have less ability, can be allocated to that task for the said period of time, thus introducing a further overall reduction in the time required to perform the task. Thus it should be appreciated that resources can be interchangeable to allow the completion of a task using more than one resource with the required skill and indeed using resources which have different ability rating values for that skill.
- a further embodiment and example and use of the invention is in relation to human resource allocation only.
- the team leader is responsible for scheduling the time of a specific individual and they have the requirement to allocate human resources for the project, and tasks in the project.
- Each human resource is hereinafter referred to as a team member.
- Each team member is first defined within the invention method in terms of their identity, skill set and ability to perform the skills, working week and any special variations to that working week. This effectively allows the construction of an availability profile in terms of the number of hours each day that the resource is expected to be available to do task work.
- a list of tasks is then defined which are or may be applicable for input from specific team members.
- the tasks are defined by their identity, the amount of work estimated to be required to allow completion and any known constraints.
- the known constraints may be, for example, start dates or the amount of time it is desirable to devote to the tasks whoever the team member might be, expressed as a percentage of full time.
- Each of the tasks is assigned to an individual team member to allow the required work to be performed.
- the method firstly concentrates on the highest priority task and starts at the first day on which work may commence on the task. Time on the task is then allocated (scheduled) for the selected team member day by day. This allocation process can take into account any or any combination of the following:
- Team member 1 has Monday 1 st March free of scheduled work and other commitments so therefore is scheduled to spend 50% of their full working day of 8 hours to the task - 4 hours
- Team member 1 is now allocated another task of a lower priority than the one above, the method uses up any free time left over from higher priority tasks. The same process is then continued, using up any time remaining as available after the higher priority tasks, fixed commitments and personal issues have been scheduled.
- Another set of factors can be introduced whereby certain team member skills are defined in the model and each team member is measured in terms of their ability to deliver each skill on a range of 0 - 100%.
- An example can be the task of 'specification writing' where certain team members will be expected to perform more rapidly and/or to a better level than others.
- a skill may be assigned to a task rather than a team member with an estimate of the effort required to perform the task assuming a 'standard' or 'typical' team member.
- Team member 1 has a 50% skill ability rating value to perform this kind of work. This percentage is determined with respect to a predetermined "standard” such as an average time, intellect level, experience or any combination of these factors. Thus, in this case Team member 1 would be expected to take twice as long as the predetermined "standard” resource to perform the task skill. If the effort estimated for a standard team member is 40 hours, Team member 1 will need 80 hours. Having calculated that Team member 1 will require 80 hours to perform this task, the method can be used to calculate when Team member 1 can perform the 80 hours of work on the task using the process outline given above.
- the process can be repeated for any number of team members and a table drawn up indicating when each team member will be able to start and finish the task and a rational decision can then be made balancing suitability and timing with needs for development and other team issues.
- the highest priority task is allowed to utilise a team member's time first thereby reducing their effective availability for other tasks.
- the second highest task does the same and once again reduces effective availability and so on for all the tasks which require the team member's input.
- the resources available are interactively adjusted and levelled in immediate response to the input of demands and other data. There is no 'level now' or other resource levelling batch process command.
- the resources and tasks may be scheduled in two ways:
- the method described above means that all resources are always levelled and smoothed and are utilised to the maximum and simply elevating a task on the table or bar chart display raises its priority, which causes an instantaneous rescheduling of that task and all lower priority tasks. It is simple to try assigning another resource to see if a better assignment is possible and therefore there is no analysis, levelling or smoothing command required to be input by the user as the resources are always levelled.
- a task needs a specific skill such as 100 programmer/ days, 30 engineer/hours the invention performs the same exercise for every resource that has the required skill, thus recognising each resource's ability percentage rating with respect to the required skill. It then 'suggests ' the resource that could finish the task first.
- the user defines the resource's ability to perform a skill.
- the value can be given as a percentage value in comparison to a predetermined value such that in this embodiment the resource ability is indicated as average (100%), better than average (between 101% and 999%) or below average (between 1% and 99%) at performing each identified skill.
- a specific programmer may be 100% effective as a C+ + programmer, 50% effective as a VB programmer and 120% effective in database manipulation.
- the time for completion of a task is calculated for each resource with respect to the ability rating.
- the table has a number of levels.
- a column called 'Resource Pool' (which may be changed by the user to Department) can be added to a task table. This allows the user to select a resource from a specific pool.
- a resource hierarchy can be:
- the planner decides to schedule by skill they can specify the resource group from which the appropriate resource should be selected. This limits the method to choosing a resource from the list of people contained within the selected group.
- a task is scheduled by skill and the required skill is programming, which is a skill everyone possesses. If the planner selects a pool of: Hydra can choose from:
- the user can try each of these resources or can allocate each of these people appropriate programming skills e.g. C+ +, VBA, and Cobol and/or also group them by particular platform apparatus (Unix, PC) and so essentially provides a two dimensional skills matrix.
- appropriate programming skills e.g. C+ +, VBA, and Cobol and/or also group them by particular platform apparatus (Unix, PC) and so essentially provides a two dimensional skills matrix.
- the groupings can therefore be selected on a task by task basis in which case the method suggests a resource for each task from the appropriate resource group.
- the groups can be selected on a task heading by heading basis and so resources from the chosen group are considered for completion of tasks within the chosen heading.
- the skill requirement may be left blank with a group selected and this means that the method will select anyone from that group regardless of skill but with respect to their availability so that it will be seen that the user can adapt the method to suit their particular requirements for particular tasks, i.e. the user manipulates the method rather than the method restricting the possibilities for the user.
- This allows for the situation where a task is required to be done which does not relate to the normal skill base and which can be done by any team member and so the user can selectively allow resource selection criteria to be weighted or be removed to suit particular requirements.
- Figure 1 illustrates a screen display in one embodiment which is generated when the method is computer implemented as is typically the case.
- the task 4 is part of "Project 2000" 2 and is to check Millennium compliance of apparatus.
- a start date 6 is indicated along with entries for how the task is to be performed 8, the time required 10, skill required 12, resource location 14, identity of the assigned resource 16 and the ability value rating for that resource 18.
- Robert an engineer resource from the IT department called Robert has been allocated to the task and has an ability rating of 60% .
- the current invention therefore actually does achieve the desired goal of telling the user the resource identities who should perform each task.
- the invention which is the subject of this application represents a significant improvement in the ability to schedule resources which are available to tasks which are required to be completed by ensuring that the resources allocated are best suited to perform the task and that the particular allocation allows the earliest possible completion date to be obtained and ensures that no resource is accidentally overloaded.
- the method can be completed by manual calculation but it is envisaged that a far more practical approach is to use an appropriate computer implementation where there is provided a database holding details of all the available resources which are present within an organisation and/or which can be outsourced.
- Each resource is provided with an indication of skills, an ability rating value of each of the skills and whether that resource is part of a group or groups of resources.
- This information is held in the database memory such that when a task is input into the system for completion and the skill or skills required for the task identified, each of the resources in the database which has the required skill is accessed and the time required for that resource to perform the task, calculated with regard to the stored criteria and also the existing schedule for the resource and the priority of the task with respect to the other tasks to which the resource is already allocated.
- the system suggests the appropriate resource to the user, typically being that which can provide the earliest completion time, but it could also be in terms of expense, use of resources or other predesignated criteria.
- the invention sets out a method and system by which it is possible to rationally compare items of planned work or tasks in terms of their resource requirements, schedule requirements and relative prioritisation.
- the current invention actually suggests the most appropriate resource whereas the prior art systems merely guess which resource to use from a pool of resources.
- the prior art systems require the user to analyse the possible options whereas the current invention allows the user to ignore accept o override the solutions proposed. Due to the prioritisation of the current invention, over -demand on resources are not possible in the current invention while they are in the prior art systems.
- the prioritisation can be adjusted to explore possible alternatives and the performance of tasks can , if required, be broken into sections to suit prioritisation and allocation of resources.
Abstract
Description
Claims
Priority Applications (1)
Application Number | Priority Date | Filing Date | Title |
---|---|---|---|
EP02722398A EP1433096A2 (en) | 2001-04-03 | 2002-04-03 | Skill and ressource allocation method |
Applications Claiming Priority (2)
Application Number | Priority Date | Filing Date | Title |
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GBGB0108311.2A GB0108311D0 (en) | 2001-04-03 | 2001-04-03 | Skill and resource allocation method |
GB0108311.2 | 2001-04-03 |
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Publication Number | Publication Date |
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WO2002082335A2 true WO2002082335A2 (en) | 2002-10-17 |
WO2002082335A8 WO2002082335A8 (en) | 2002-12-05 |
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PCT/GB2002/001302 WO2002082335A2 (en) | 2001-04-03 | 2002-04-03 | Skill and resource allocation method |
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EP (1) | EP1433096A2 (en) |
GB (1) | GB0108311D0 (en) |
WO (1) | WO2002082335A2 (en) |
Cited By (10)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
WO2004044807A1 (en) * | 2002-11-07 | 2004-05-27 | Singapore Institute Of Manufacturing Technology | Method for estimating a lead time of a process |
WO2004053750A1 (en) * | 2002-12-12 | 2004-06-24 | Sap Ag | Scheduling tasks across multiple locations |
WO2004102431A1 (en) * | 2003-05-16 | 2004-11-25 | Crux Cybernetics Pty Ltd | A system for scheduling at least one task having a plurality of activities to be performed by one or more users of the system |
EP1550969A3 (en) * | 2003-12-11 | 2005-08-31 | International Business Machines Corporation | Method and system for dynamically and automatically set-up offerings for IT-services |
GB2416882A (en) * | 2004-07-30 | 2006-02-08 | Rockwell Electronic Commerce | Project management method assigning business objectives to employees |
US8818832B2 (en) | 2009-10-30 | 2014-08-26 | International Business Machines Corporation | Decision support system and method for distributed decision making for optimal human resource deployment |
US9818076B2 (en) | 2014-06-02 | 2017-11-14 | Oracle International Corporation | Visual resource allocation system |
US10192181B2 (en) | 2014-06-26 | 2019-01-29 | Oracle International Corporation | Resource demand-based project team staffing |
CN111031141A (en) * | 2019-12-24 | 2020-04-17 | 苏州思必驰信息科技有限公司 | Method and server for realizing customized configuration of voice skills |
US10628765B2 (en) | 2014-07-14 | 2020-04-21 | Oracle International Corporation | Project chart with soft constraint |
-
2001
- 2001-04-03 GB GBGB0108311.2A patent/GB0108311D0/en not_active Ceased
-
2002
- 2002-04-03 EP EP02722398A patent/EP1433096A2/en not_active Withdrawn
- 2002-04-03 WO PCT/GB2002/001302 patent/WO2002082335A2/en not_active Application Discontinuation
Non-Patent Citations (1)
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No Search * |
Cited By (10)
Publication number | Priority date | Publication date | Assignee | Title |
---|---|---|---|---|
WO2004044807A1 (en) * | 2002-11-07 | 2004-05-27 | Singapore Institute Of Manufacturing Technology | Method for estimating a lead time of a process |
WO2004053750A1 (en) * | 2002-12-12 | 2004-06-24 | Sap Ag | Scheduling tasks across multiple locations |
WO2004102431A1 (en) * | 2003-05-16 | 2004-11-25 | Crux Cybernetics Pty Ltd | A system for scheduling at least one task having a plurality of activities to be performed by one or more users of the system |
EP1550969A3 (en) * | 2003-12-11 | 2005-08-31 | International Business Machines Corporation | Method and system for dynamically and automatically set-up offerings for IT-services |
GB2416882A (en) * | 2004-07-30 | 2006-02-08 | Rockwell Electronic Commerce | Project management method assigning business objectives to employees |
US8818832B2 (en) | 2009-10-30 | 2014-08-26 | International Business Machines Corporation | Decision support system and method for distributed decision making for optimal human resource deployment |
US9818076B2 (en) | 2014-06-02 | 2017-11-14 | Oracle International Corporation | Visual resource allocation system |
US10192181B2 (en) | 2014-06-26 | 2019-01-29 | Oracle International Corporation | Resource demand-based project team staffing |
US10628765B2 (en) | 2014-07-14 | 2020-04-21 | Oracle International Corporation | Project chart with soft constraint |
CN111031141A (en) * | 2019-12-24 | 2020-04-17 | 苏州思必驰信息科技有限公司 | Method and server for realizing customized configuration of voice skills |
Also Published As
Publication number | Publication date |
---|---|
EP1433096A2 (en) | 2004-06-30 |
GB0108311D0 (en) | 2001-05-23 |
WO2002082335A8 (en) | 2002-12-05 |
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