Using Probability %
You can use People Planner to plan on opportunities, which are projects that have not yet been won (for example, as part of a bidding process).
To support this, the Probability drop-down helps you to evaluate the best- and worst-case scenarios, that is, where you might win all or lose all that are not 100% probable.
- 0%: You lose all of the uncertain projects. You can disregard any planning on these projects, and the resources are free to work on other things. Bookings are thus set to zero hours when Probability is set to 0%.
- 100%: You win all of the projects, no matter how uncertain. This is the default value. The bookings are the number of hours that you plan to spend. You can only edit bookings if Probability is set to 100%.
- ERP: You weight the hours with the probability. If you think it is 75% likely that you will win the project, you weight a booking of 100 hours as 75 hours. When you sum all of the weighted bookings over all of the projects, you hope that this provides a better estimate of the planned hours that you need as you win some opportunities and lose others.
The Probability field must have a value. When you choose 0% or ERP as the value for this field, the bookings area becomes read-only.
You cannot change the actual probability using this control in the Web Components. This control changes only how bookings are displayed.
When you change the probability in the Budgeting Assistant, Progress Evaluation Assistant, and Resourcing Overview, bookings in both the (upper) main grid and the (lower) subassignment grid are adjusted accordingly.