Lychee Resource Management Functions and Operation Method

❏ What is Lychee Resource Management?

Lychee Resource Management allows you to view workload, working rate, and productivity as graphs and tables in real time. You can select up to 3 summary columns for workload, allowing you to collect and analyze data flexibly from many perspectives. Finally, this plugin allows you to instantly see trends using graphic displays, resulting in quick and easy analysis.

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(1): You can specify up to 3 levels of summary items.
(2): Custom fields can also be specified for summary items.

❏ Resource Management Settings

Setting Number of Displayed Users

From the Administration > Plugins > Lychee Resource Management > Configure, you can change the "Maximum allowed display rows before alert" and "Maximum allowed display rows for chart highlight" settings.

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a) Maximum allowed display rows before alert

After setting this value, when you attempt to display a graph on the Resource Management screen where [Number of Users] > [Set Value], a alert message will appear asking whether or not you want to display the graph.

b) Maximum allowed display rows for chart highlight

After setting this value, when you attempt to display a graph on the Resource Management screen where [Number of Users] > [Set Value], you will not be able to use highlight display for the graph.

Setting User Assigned Working Hours

Clicking "Settings" at the top right of the Resource Management screen and then "Workload Settings" will take you to a screen for setting assigned working hours for users.
The working hours set on this screen will be used as the threshold for setting the background colors of estimated and spent times cells on the Resource Management > Workload tab.
*The value is set as 8 hours by default.

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Setting Background Color Threshold

Clicking "Settings" at the top right of the Resource Management screen and then "Threshold Settings" will take you to a screen for setting background color thresholds.

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The settings for background colors are as follows.

  • If the summary column is users only
Condition Color
[Estimated times] < [Working hours] x [Minimum desired work assignment] Blue
[Estimated times] > [Working hours] x [Overwork] Red
  • If the summary column is not users only
Condition Color
[Spent times] < [Estimated times] x [Estimated times Lower Threshold] Blue
[Spent times] > [Estimated times] x [Estimated times Upper Threshold] Red

❏ Project Settings

You can select which projects will use Resource Management by going to each project's Settings > Project tab > Modules and checking/unchecking the "Lychee Workforce Management (Resource Management)" box.
Projects which have the box checked will be included in the Workload aggregation.

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❏ Resource Management Functions

Tabs are separated into Workload, Working rate, and Productivity, allowing you to perform multifaceted aggregation and analysis using graphs and tables for each.

Extraction Conditions  

You can select the following as extraction conditions for the data displayed on each tab.

  • Filters
  • Period
  • Time Series
a) Filters

You can flexibly filter the data using the same filtering function as on the Issue List screen.

Note
This function can be used to filter only list-type custom fields.

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b) Period

You can display estimated and spent times within the specified period.
If no period is specified, data will be displayed using the periods below.

Time Series Period Start End of Period
Day Today - 15 days Today + 14 days
Week First week of (This month - 1 month) Last week of (This month + 1 month)
Month This month - 6 months This month + 6 months
c) Time Series

You can specify which unit of time you want to use when displaying graphs and tables.
The links displayed under "Time Series" and the units linked to them are as follows.

Time Series Unit
Day Displayed in units of 1 day
Week Displayed in units of 1 week
Month Displayed in units of 1 month
d) Project-unrelated Activity Hours

Project-unrelated activities logged in Time Management can be included in spent times.

Custom Queries

You can save a custom query using the extraction conditions on each data display tab and "Summary Columns" on the "Workload" tab.
To create a custom query, click "New query".

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Enter the necessary information on the Add/Edit Query screen and click "Save".
You can set a custom query to be applied to the initial display by checking the "Set as default query" box. You can only set "Set as default query" if you have also selected the "to any users" option.

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Workload per Time Series

Clicking the spreadsheet headings (Day/Week/Month) in Resource Management allows you to view the detailed estimated and spent times per user for the time series unit you clicked.

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Also, clicking on an issue will display a pop-up with the issue's details.

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CSV Download

Clicking on "CSV Download" in the middle right of the screen will output the values specified by your extraction conditions in CSV format.
The output values are as below.
Additionally, the values will be outputted if the Summary Column on the "Workload" tab is only "Users".

Displayed Tab Output Values
Workload Date, User, Estimated times, Spent times
Working Rate Date, User, Working rate
Productivity Date, User, Productivity

❏ Workload

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Element Description
Table Estimated and spent times are displayed for each Summary Column.
The estimated time displayed is the aggregated value of "Estimated time" entered for issues proportionately distributed across the issue's period (except non-working days).
The total values for the target period are displayed at the right side of each row.
Clicking on the summary column in a row's header will show you a list of that item's issues.
Graph The left-hand bars on the graph show the total of summary columns' estimated times.
The right-hand bars on the graph show the total of summary columns' spent times.
Highlight Clicking on part of a specific summary column on the graph will cause that summary column to be highlighted on the graph.

Displaying a List of Issues for the Summary Column

Clicking on an aggregated item's row in the Resource Management spreadsheet will display a list of issues for that item.

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❏ Working Rate

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Table

Displays the working rate for each user.
Daily working rates are calculated using the following formula.

  • Past dates including today
    Working Rate = Sum of total spent times for that day / Working hours x 100
  • Future dates
    Wotking Rate = Sum total estimated times for that day / Working hours x 100

"Estimated times for that day" is calculated by proportionately distributing estimated times over the issue's period.
For example, in the issue below, the estimated times for 9/1 would be: 8.0 hours / 2 days = 4 hours .

Element Value
Estimated times 8 hours
Start date 9/1
Due date 9/2

Graph

Average values for working rate are displayed as line graphs.
Clicking a user's name will display a line graph for that user.

❏ Productivity

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Element Description
Table Displays productivity for each user.
Productivity is calculated using the following formula.
Sum total of (estimated times x progress) / Sum total of spent times
Graph Average values for operation rate are displayed as line graphs.
Clicking a user's name will display a line graph for that user.

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