88 lines
4.1 KiB
Markdown
88 lines
4.1 KiB
Markdown
## ADDED Requirements
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### Requirement: Detect over-allocation
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The system SHALL flag allocations that exceed approved estimates with RED indicator.
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#### Scenario: Project over-allocated
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- **WHEN** a project has approved estimate of 100 hours
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- **AND** total allocations sum to 120 hours
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- **THEN** the system displays RED indicator with text "120% allocated (OVER by 20 hours)"
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#### Scenario: Over-allocation threshold
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- **WHEN** total allocations exceed approved estimate by more than 5%
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- **THEN** the system displays RED flag
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- **AND** the system shows warning message "Will overcharge client"
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### Requirement: Detect under-allocation
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The system SHALL flag allocations that fall short of approved estimates with YELLOW indicator.
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#### Scenario: Project under-allocated
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- **WHEN** a project has approved estimate of 100 hours
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- **AND** total allocations sum to 80 hours
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- **THEN** the system displays YELLOW indicator with text "80% allocated (UNDER by 20 hours)"
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#### Scenario: Under-allocation warning
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- **WHEN** total allocations are less than approved estimate by more than 5%
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- **THEN** the system displays YELLOW flag
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- **AND** the system shows warning message "Will undercharge client (revenue loss)"
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### Requirement: Display optimal allocation
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The system SHALL display GREEN indicator when allocations match approved estimates.
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#### Scenario: Perfect allocation
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- **WHEN** a project has approved estimate of 100 hours
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- **AND** total allocations sum to exactly 100 hours
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- **THEN** the system displays GREEN indicator with text "100% allocated (OPTIMAL)"
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#### Scenario: Within tolerance
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- **WHEN** a project has approved estimate of 100 hours
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- **AND** total allocations sum to 102 hours (within 5% tolerance)
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- **THEN** the system displays GREEN indicator with text "102% allocated (within tolerance)"
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### Requirement: Validate person capacity
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The system SHALL warn when a team member's allocations exceed their monthly capacity.
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#### Scenario: Person under capacity
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- **WHEN** a team member has capacity of 160 hours
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- **AND** total allocations sum to 120 hours
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- **THEN** the system displays utilization as 75% with no warning
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#### Scenario: Person at capacity
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- **WHEN** a team member has capacity of 160 hours
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- **AND** total allocations sum to 160 hours
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- **THEN** the system displays utilization as 100% with GREEN indicator
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#### Scenario: Person over capacity
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- **WHEN** a team member has capacity of 160 hours
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- **AND** total allocations sum to 180 hours
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- **THEN** the system displays utilization as 113% with YELLOW warning "Over-allocated by 20 hours"
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#### Scenario: Person severely over capacity
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- **WHEN** a team member has capacity of 160 hours
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- **AND** total allocations sum to 200 hours (125% or more)
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- **THEN** the system displays utilization as 125% with RED warning "Severely over-allocated by 40 hours"
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### Requirement: Aggregate validation across months
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The system SHALL validate allocations across multiple months for multi-month projects.
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#### Scenario: Multi-month project validation
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- **WHEN** a project has approved estimate of 120 hours
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- **AND** forecasted effort is: Feb 40h, Mar 60h, Apr 20h
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- **AND** actual allocations are: Feb 38h, Mar 62h, Apr 20h
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- **THEN** the system validates total allocations (38+62+20=120) against approved estimate (120)
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- **AND** displays overall GREEN indicator
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- **AND** displays monthly warnings where allocations deviate from forecast
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### Requirement: Real-time validation feedback
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The system SHALL provide immediate validation feedback as allocations are created or modified.
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#### Scenario: Immediate feedback on create
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- **WHEN** a manager creates an allocation that causes a project to exceed approved estimate
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- **THEN** the system immediately displays RED indicator on the allocation matrix
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- **AND** the system shows tooltip "This allocation causes project over-allocation"
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#### Scenario: Immediate feedback on update
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- **WHEN** a manager increases an allocation and the team member becomes over-capacity
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- **THEN** the system immediately updates the utilization percentage
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- **AND** the system changes the team member's column header color to YELLOW or RED
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