LiveDataset Example

Resource Reforecasting

1 by Krescendo

Scenario for Resource Reforecasting

In this example

• HR need managers to update headcount forecasts

• Wider audience has view-only access

• Managers can only update “their” data

• HR administrators have full access

• Should be put together quickly without coding

2

Easy to Use Like a Spreadsheet

3

Find information using search, filters and ordering

Different Views of Same Data

4

For example, a read-only view is a safe way to share data with a larger audience

Different Views of Same Data

5

Editable

Create views with different access for different roles

Here only data for “Bloggs, Joe” is visible and only values in Jan… Dec are editable

Read-Only

Working with Spreadsheets

6

Download dataset as .xls

Copy & paste – in and out

Administrators Add Projects & Resources

7

In this example, managers can’t add projects & resources.

Administrators are given access to a view that allows new records to be added

Administrators Can Configure Data

8

Configuration is straightforward and requires no coding

Add, modify, move, delete columns

Administrators Can Configure Access

9

Configuration is straightforward and requires no coding

Create and modify views and give people access to views

Dataset Relationships

10

Organized like a database - without complexity or coding

For example combining project and resource data into 1 dataset

Specialized Requirements

For specialized requirements, we provide customization

and integration services e.g.

• Integration with other systems

• Bespoke interfaces

• Custom reporting packs

11

Recommended Approach

We recommend using LiveDataset even when requirements

are highly specialized

• Initial pilot confirms data, access, and process

requirements with user feedback

• Value is realized as soon as possible

• Gaps or customization work can be accurately scoped

12