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