System Roles (All Required)

Process Designer

Project Importer

Reference Table Manager

Assignments

Table Owner

Creating Resource Demand Curve Import Files

Import resource demand curves data into Accolade using two specially named reference tables. The reference table pair begins with ACC_RDCI_, which identifies the tables as reference tables that contain demand curve import data.

Note:  To import this type of data to Accolade, you must have the Process Designer, Project Importer, and Reference Table Manager user roles. To import a new version of an existing file, you must be assigned as the owner of the reference table file used for the import.

Follow these steps to import demand curve data:

Accolade supports reference tables as spreadsheet, CSV, and XML files through the Reference Tables page, and through an auto-loader service. The information and examples provided are in spreadsheet format, contact Sopheon Customer Support for example files in additional formats.

Create a File That Contains the Demand Curve Data to Import (Data Table)

The data table contains the data to import to Accolade. Administrators and Process Designers add the initial versions of the ACC_RDCI data table. The assigned table owner, which requires the Reference Table Manager user role, can add new versions of the table as needed.

Create the resource demand curve data table as a spreadsheet, CSV, or XML file, ensuring that the contents of the file meets the following requirements:

Component Requirements

File Name

Demand curve data must be in a file named ACC_RDCI_<pair identifier>_Data, where <pair identifier> matches the <pair identifier> in the demand curve configuration table and is unique within Accolade. For example, ACC_RDCI_GlobalDemandCurves_Data.

Rows

Each row contains a different demand curve, and each demand curve exists in only one row.

Column Names and Position

Column headings are in the first row of the worksheet. You can name columns as you see fit for your installation.

The configuration table described below maps the columns in the data table to the respective fields in the Accolade database.

Data

The following columns and data are required for each demand curve:

  • Curve Name - A name that identifies the demand curve. Demand curve names are not required to be unique; however, for import they must be unique for a pool-model combination.
  • Pool Name - The resource pool to which the demand curve applies. Works in conjunction with the model identified in the Model Name column to identify the projects to which the curve applies.
  • Model Name - The model to which the demand curve applies. Works in conjunction with the pool identified in the Pool Name column to identify the projects to which the curve applies.

Only one pool-model name combination can exist in the import per demand curve.

  • Stage - The demand value for each stage in the model. It might be most helpful to name these columns using the stage name within the model. Use the configuration file to map the stages to their appropriate stage number.
  • Last Stage Duration - If the model ends in a stage, the number of time periods in that stage. This data is not required for models ending in a gate.

 

The following columns and data are optional for each demand curve:

  • Active - Enter Yes, Y, True, or 1 to activate the demand curve. Other values or an empty cell sets the status of the curve to Inactive.
  • Delete Curve - Enter Yes, Y, True, or 1 in a row to delete the demand curve. Any other values do not delete the curve.
Example Icon

Import Resource Demand Curve Data Example

* You may need to re-size the Help window to see the entire example.

 

Note the following in the example above:

  • The file uses the stage names as column headings (Discovery, Development, Validation, etc), to more clearly identify the stages within the model.
  • The import adds demand curves to the R&D Senior Engineers pool and the Manufacturing pool for projects based on the Phase Gate Process model.
  • The Phase Gate Process model ends in a gate, therefore data to define the duration of the final stage (Last Stage Duration) is not included in the file.
  • The import deletes the Average demand curve for the Manufacturing pool.

Download Sample

Map the Demand Curve Data to the Accolade Database (Config Table)

The configuration table contains the data mapping information so Accolade knows what type of data to expect in the accompanying data file. Administrators and Process Designers add the initial versions of the ACC_RDCI config table. The assigned table owner, which requires the Reference Table Manager user role, can add new versions of the table as needed.

Create the resource demand curve configuration table as a spreadsheet, CSV, or XML file, ensuring that the file meets the following requirements:

Component Requirements

File Name

The demand curve configuration must be in a file named ACC_RDCI_<pair identifier>_Config, where the <pair identifier> matches the demand curve data file and is unique within Accolade. For example, ACC_RDCI_GLobalDemandCurves_Config.

Rows

Each row maps a column in the data table to a specific type of demand curve data.

Column Names and Position

The demand curve configuration must have the following column names, from left to right as listed below:

  • Export Column Name - Enter each column heading that is included in the data table.
  • Metadata Name - Enter the metadata name below that identifies the data included is in each column in the data table.

Accolade Metadata Names

Use the following metadata names in the Metadata Name column of the configuration table to map the data to the appropriate locations in the Accolade database:

  • DemandCurveName
  • PoolName
  • ProcessModelName
  • Stage01, Stage02...Stage20

If the model starts with a gate instead of a stage, the first stage in the model is Stage02, not Stage01, even though it appears as the first stage in the model.

  • LastStageDuration
  • Active
  • Delete
Example Icon

* You may need to re-size the Help window to see the entire example.

 

Note the following about the example above:

  • Each item in the Export Column Name column is a column heading in the data table.
  • The names listed in the Metadata Name column must match the metadata names listed above exactly for the import to process successfully. Enter the metadata name for each column that matches, or maps, the data in the data file to the Accolade database to ensure the data is imported to the correct location.
  • Stage names, such as Discovery, are mapped to their stage number in the Metadata Name column.

Download Sample

Notes:   

  • Modifying or deleting a curve does not change project demand. The curve must be reapplied to projects through the Resource Editor to update project demand.
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