Advanced Resource Planning Release Notes

Version 7.3.1

Key Features

This release focused on the usability of itd Advanced Resource Planning. We added additional options to improve the performance and create new ways to quickly jump to the relevant data.

Quick Filter on Roles

We added the Filter for role, OBS and skills action to quickly find a replacement for a role in a project:

  • In Assignments by Investment mode, the action is available for role assignments.
  • In Allocations by Investment mode, the action is available for role allocations.

Selecting this action will adjust the filter of the Resources panel with the following values:

  • Primary Role will be the selected role.
  • Resource OBS Unit will be the Staff OBS Unit of the associated team entry.
  • Skills (new resource filter field) will be the skills selected for the associated team entry.
  • Skill Matching (new resource filter field) will require to match all skills (alternatively, you can require to match at least one skill).


  • Missing filter fields will be added automatically .
  • If no Staff OBS Unit or Skills are configured in the role’s team entry, they will be ignored.
  • The resource filters for skills are now available for all views.

New Detailed View of Assignments

To get a better inside on your resource utilization, we have included a link to a new Detailed view of assignments in the toolbar for the Assignments by Investment view. Here, you can see the detailed task assignments for all resources currently displayed in the Resources panel. These are all resources selected via the associated filters. The detailed view allows project and resource managers to detect where the resources are overloaded.

If you are interested, reach out to

Other Improvements

Faster Calculation of Sums

Most often, the users are more interested in total investment, project phase and task sums as opposed to the sums of filtered assignments or allocations.

Therefore, three modes can now be toggled to Calculate sums:

  • On: by default, itd Advanced Resource Planning will now display the total sums of each investment, project phase and task.
  • Filtered: this setting is still available to select the previous display mode, applying the assignment or allocation filter to the sums. Please note that the view will be loaded more quickly when filters are not applied to sums (i.e., with the Onsetting).
  • Off: this won’t calculate or display sums at all and is therefore the quickest mode.

In Assignments by Investment mode, with Calculate sums set to On or Filtered, total sums will always be displayed for investments with the Use CA PPM’s calculated investment sums option. This will also speed up loading.

Show Investment Hierarchy Option

We added the Show investment hierarchy option to the preferences, which is turned Off by default. This toggles displaying of the investment hierarchy tree (parent and child investments). When the investment hierarchy information is not required, turning this Off will cause the view to be loaded more quickly.

Quick Navigation

In the Assignments by Investment and Assignments by Resource views, you can now add the ETC before/after columns via Preferences > Visible Columns.

These columns show ETC before and after the visible period on the assignment level. Clicking a value in the ETC before column will shift the visible period back, such that the first ETC value in that direction is at the end of the new visible period. Clicking a value in the ETC after column will shift the visible period forth, such that the first ETC value in that direction is at the start of the new visible period.

Example: assume the assignment of the Business Analyst role to the Requirements Definition task shown in the screenshot below has an ETC value in March 2019. Clicking the associated number in the ETC before column will shift the visible period to January 2019 through March 2019, such that the ETC value in March is at the end of the new visible period.

Simplified Initial Filter Configuration

For new users, only really important and often used filters are configured when opening the tool for the first time. Like before, users may add or remove filter fields as required via the Filter tabs in the preferences.

Version 7.2

Key Features

Include only approved investments

When projects fall out of scope, resource utilization changes. With the new Include only approved investments option, the displayed utilization (Allocations by Investment) or remaining availability (Allocations by Resource) is filtered such that only investments that have actually been approved will be considered.

To give a better workflow, we also added support for the investment status. It is now available as an editable column and you can filter by it.

Erin Gillian is allocated for 200 days in 2018 for „Client Services Datamart“ investment. This allocation is not considered in the histogram because „Include Ony Approved Investments“ is on and „Client Services Datamart“ is unapproved.

The allocation is considered as soon as the „Client Services Datamart“ investment is approved.

Additionally, you can adjust the investment status in your scenario. This way you can experiment which projects can be done without over-allocating your resources.

Other Improvements

Show Excel Export Progress (since 7.1.2)
The user now gets feedback on how many top level items have already been exported and how many are left.

Allow Editing of Estimated Sum with Actuals (since 7.1.2)
Editing of the estimated sum for assignments is now possible when they have actuals but no remaining ETC.

License Expiration Reminder
One month before the license expires, all ARP Administrators (members of the ARP Admin group) receive a notification in Advanced Resource Planning that the license is about to expire. Two weeks before the license expires, all users will be notified in Advanced Resource Planning.

Reduced Loading Time for Investment Modes
Loading investments previously always involved a complex calculation to check whether investments have children matching the current filter. For some data sets, the performance is much better if we do not calculate these flags. We now added the calc_inv_has_children_flag option to the Advanced Resource Planning preferences lookup to avoid checking if investments have children. When set to 0, investments always have an expand button, regardless of whether they actually have children that should be displayed. Clicking the expand button will load the investment’s children if they exist.

Resolved Issues

Resolved Exception for Modifying Big Phases
After modifying a phase including multiple other phases, tasks and/or assignments, an exception occurred when saving the changes before all pending calculations were finished. From now on, the application waits in such cases until all calculations are finished, such that the changes can be saved.

Detailed Feedback for Invalid Actions
For various actions, the application did not give the appropriate feedback when something did no go as expected. Now, the user gets more feedback when the saving process fails for any reason.

Clear Advanced Resource Planning Cache Works for All Application Instances
Clarity servers with more than one application instance previously had issues with clearing the cache for Advanced Resource Planning via the associated URL parameter.

These issues are now solved.

Known Issues

Utilization Coloring on Allocation by Resource Changes When Filtering for Investments
In the Allocations by Resource view, when using an investment filter, the utilization colors changes dependent on displayed investments. The utilization colors in the Allocations by Resource view should always depend on the global data, regardless of filter settings.

Version 7.1

Key Features

Advanced Dependency Management

In previous versions it was always difficult to detect all dependencies. It was always possible to see all dependencies when opening the task dependency dialog, but you did not get an easy and quick overview. Also, dependency violations were not always detected like you would want to have it. With this new feature, all this is something of the past.

We now show the connected symbol next to any task or milestone with hidden dependencies. The symbol will turn red when at least one hidden dependency is violated. Like shown in the screenshot above, the task „Define Scope Change and Control Process“ has a hidden dependency. As the color indicates, the dependency is not violated. The milestone „Planning Phase Gate Complete“ has two hidden dependencies as shown in the tool tip. This tool tip can be opened by clicking on the connected symbol. We see exactly which dependency is violated and why.

Support Default Allocation Field

The default allocation has a lot of impact when creating a new project. Therefore we now give the user the option to display and edit the default allocation inn the Allocations by Investment and Allocations by Resource views.

Because of the usual propagation of values, it is possible to see the direct impact of changes without saving them first.

Consistency for Resource View

The Assignments by Resource and Allocation by Resource views have a consistent behavior, now. Both views show all resources with team entries for investments that are visible for the user. In single investment mode, all resources with team entries for the respective investment will be displayed.

If required, administrators can configure that Resource – View rights are necessary as well (Assigments by Resource mode) or instead (Allocations by Resource mode) to view the resources in these views. This can be configured independently for the Assignments and Allocations views and the global and single modes.

Resolved Issues

Avoid Caching When a New Version Was Deployed
Beginning with this version, the browser will automatically detect new versions of Advanced Resource Planning when installed on CA PPM and will avoid using the cache in this case. This resolves the exception which occurred after installation of a new version for all users of Advanced Resource Planning.

System Settings Are Now Saved for All ARP Admins
If a user was in the ARP Admin group but was not the admin user, the system settings were not saved.

Restoring the Default Preferences Does Not Break the UI
When restoring the default preferences, the correctly restored values were not displayed even after saving. Now, you don’t need to refresh the whole page to make the restored options work.

Rendering of Dependencies
When expanding projects, project phases or tasks, the dependencies were not always rerendered correctly. It was also difficult to create dependencies with Drag & Drop when using Internet Explorer 10/11.

Support Multi-Value Attributes for MSSQL Server
Advanced Resource Planning didn’t consider multi-value attributes on CA PPM systems which use MSSQL Server as a database.

Resolved Exception for Big Project in MSSQL Server
Projects with a lot of tasks and project phases could cause an exception on MSSQL Server systems. This issue is now solved.

Other Improvements

Improved Performance
We improved the loading performance for the Assignments by Resource and Allocation by Resource views. Additionally, in the Assignments by Investments view, we now avoid some time-consuming queries if possible. If you still experience performance issues, we look forward to your Feedback.

Add Different Translations for All Labels
With a custom lookup, it is now possible to replace all translations inside of Advanced Resource Planning. If you have different names for your filters than the standard CA PPM, you can now rename them with the custom lookup.

Preferences Cleaned Up
The „Show milestones“ option was removed from the preferences for the Assignments by Resource view because it had no impact there.

Version 7.0

Key Features

Improve Allocation Scenario Planning

We improved the planning of custom Scenarios by adding a better visual indication when the scenario differs from the plan values.

As shown in the screenshot below different values between Scenario and Plan can be easily detected.

Advanced Resource Planning 7.0 - Improve Allocation Scenario Planning

Improved Performance

We focused to enhance your experience by improving the loading time for expanding projects and tasks by a factor of up to 20 on the Assignments by Investment and the Assignments by Resource view.

Support Project Finance Settings Attributes

We got a lot of feedback regarding the usage of Attributes from Project Finance Settings like the Investment Class or the Company Name. Therefore, it is now possible to use Project Finance Settings Attributes in filter, view and edit-all mode.

Other improvements

Tooltip for investment description

To improve the workflow we added a tooltip to show the investment description when hovering over the project name.

Restore Scroll Positions

We now restore the scroll position whenever the application refreshes the data. No matter if you delete a team, task or assignment or just change the current time slices we always scroll as close as possible to your last location.

Advanced Resource Planning 7.0 - Tooltip for investment description

Resolved issues

Adding team members again after deletion

An issue is resolved when team members could not be added again once they have been deleted.

Assignment creation did not unlock the investment

When an assignment was created the investment was not unlocked after successfull creation. Therefore the user had to manually release the investment lock.

Opening task dependency details with double click was not possible

It is now possible to directly edit task dependencies when double clicking on the task dependencies. It will open the usual task dependency dialog similar when using the context menu item.


Application has no issues anymore when no results are returned in Single Investment Mode.

Load on startup option

A refresh is triggered when the load on startup option was enabled. Application no longer fails when the load data on startup was changed.

Version 6.5

Key Features

Compare project plan with project allocation

It is now possible to directly compare the project plan (ETC) with the project allocation for each resource. Open the project in single investment mode and activate the histogram. Then there is an option to change the histogram comparison value from availability to planned or hard allocation.

To ease planning the action Allocate from estimate is now also available on the project or assignment level on the Assignments by Investment view. Note that on project level it will execute it for all team entries on the investment and on assignment level for the team entry behind that assignment.

Differences between Plan & Scenario

With this version the parent values are also shown for scenarios. This applies for the Allocation by Investment as well as for the Allocation by Resource view. In addition the differences can be easily detected through different coloring like shown in the screenshot above.

Since the scenarios are now evolved, we removed the option to activate the scenario feature and it is now always available.

Plan by Task or Phase

To speed up the the creation of project plans we added a no assignments mode which will enforce some optimizations and does not show any sums. This mode is designed for project plan creation and task dependency management. As the label describes no assignments are shown in this mode.

Drag & Drop

Assignments can now also be dragged to other tasks (even on other projects) to quickly create a similar assignment. If the dragged assignment belongs to the same project the same team entry is used otherwise a team entry with the same investment role, assignment role, staff obs, loading pattern and requirement name is created. It is also possible to quickly create a duplicate team entry of a role for the same task by dragging the assignment to the parent task. Note that ETC are not copied to the new team entry.

Tasks can now be copied via drag and drop while pressing CTRL. If there is already a task with the same id on this project then the task is not copied.

To quickly enter the same value for multiple cells it is now possible to copy the value to multiple cells by using drag and drop.

User & Admin group

Since the admin user is not available on all systems anymore , we added an admin group (ARP Admin) for Advanced Resource Planning. Every user which is in this group has full access on all Advanced Resource Planning Administrator Features which previously only the `admin` user had. This includes setting the default configuration, removing project locks and flushing the caches of Advanced Resource Planning. For detailed information review the new manual for Advanced Resource Planning.

Advanced Resource Planning now also provides a user group (ARP Users) which provides a quick way to provide users access to the tool.


Columns and Filters

We redesigned single and multi value lookup filters. You can now always filter for multiple entries at once even if it is a single value lookup. Also we redesigned the filters to take less space. Lookup filters can be expanded by clicking. Otherwise they are collapsed to take less space.

We added support for filtering, viewing and editing all standard and custom money and percent type fields.

In the previous version the task id was only editable on creation of a task. Now it is editable when no auto numbering is set for the task id.

For all text like attributes we now show a tool tip because often times the text is much bigger than the cell and the user wants to see the complete text and not only the first part of it.

If a configured column displays different values for different object types then the object type is no longer displayed as shown for the three custom columns in the screenshot above. In most cases the object type was more confusing than helpful. If you do not want the object type displayed for any column which only display one value then it is possible to configure it out.

Renaming projects, phases and tasks is now only possible via the new context menu entry „Rename“ to avoid accidentally editing the name. Of course you can still open the edit dialog when pressing ENTER on a selected project or task.

A merged column (a column which displays different values for different object types) respects now the read only field dependent on each specific field behind. Previously if one field was not editable the whole field was not editable.

Loading Data

We increased the default limit for the maximal number of resources loaded from 50 to 250 resources. This provides you with the possibility to see more resources at the same time. This limit can be increased or decreased by editing the configuration file on the system. (Note: Not possible for SaaS users)

We removed the complete automatic expand on the Assignments by Investment view to avoid long waiting times for big project plans. Because usually the user do not want to see everything at once. If you do need it, you can still use the expand all context menu entry for the specific level where you need it.



  • More rights were required than in CA PPM to replace or delete resources. A user with hard booking rights and project view managment rights can now create, replace or delete team entries like in CA PPM. Otherwise you need project edit management rights.
  • The client now also checks for soft booking rights when creating a new team entry. The server did already prevent this from happening.
  • When a new scenario was created with the CA PPM dialogs then the user had no edit rights in Advanced Resource Planning until the caches were flushed. Now such scenarios are checked.
  • In a deep hierarchical structure with multiple parent programs some sub investments were not always shown.
  • If an project was locked by a tool other than Advanced Resource Planning or Allocation Editor the fields appeard as editable even if they were not editable.
  • Advanced Resource Planning does not allow to change the start/finish date if the assignment has no etc. It behaves now exactly like CA PPM.
  • The utilization panel did not show all entries on scrolling when the result had some specific number of results.
  • The sort order of tasks could change when a custom column of a task was updated.
  • The request status should never be empty, but if so the application does not fail now and prints an warning in the logs.


  • When selecting other view modes multiple times it was possible to desynchronize the upper and the utilization panel.
  • The headerline for portlet in single investment mode is now hidden again to give the application a little bit more space.
  • Collapsing an investment when some teams below are selected threw an exception.
  • Resizing columns forced an unnecessary scroll to the top.
  • Scenario mode did not support icon only mode.
  • The selected filter for the upper and the utilization panel was not displayed anymore.

Note that this overview includes all changes of Advanced Resource Planning since the 6.2 release.


Histogram Comparison

Copy Assignment

Copy Phase with Drag & Drop in Hide Assignments mode