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Manage Multigroups

The Role of Multigroups

Multigroup is a group that contains other groups but no resources/users can have a specified capacity in it directly.

You can use a Multigroup to analyze different Resource Groups. For example, it can be used as a representation of one department.

Multigroup in Epicflow is identified by a special “star” icon located to the left of the Multigroup name.

Creating a Multigroup

  • To create a Multigroup in Epicflow press a “plus” icon located to the left of the column names in the top left corner. In a newly appeared context menu, you’ll see an option “create a group” and “create a multigroup”. To complete the creation of a multigroup, specify its name and color.

Screen #1 – Adding a Multigroup

Screen #2 – Adding a Multigroup – Name and color specification for a newly created Multigroup

If a Multigroup is not linked directly to a group from the external system, you won’t be able to assign tasks directly in Epicflow to it.

  • You may need to create a special group in the External system which must be linked to a Multigroup in Epicflow.
  • As soon as such a group is created and Resource Pool is synchronized with Epicflow, to map (link) external Multigroup to the previously created Multigroup in Epicflow, open an “Unmapped Resources” tab and
    • drag the Multigroup from the Group list directly to the name of the previously created one.
    • or, if the name of the Multigroup created in Epicflow and external system is the same, open the “Unmapped Resources” tab, locate the required Multigroup, and press the “arrow” icon located to the right of the Multigroup’s name.

Screen #3 – Mapping Multigroup

A multigroup in Epicflow can be linked to numerous External system(s) Multigroup(s) and the number of these connections is unlimited.

Nevertheless, an External Multigroup can be linked only to one Multigroup in Epicflow.

  • The last step is specifying the Multigroup context. To this end, link groups with a Multigroup by dragging and dropping the Group’s name to the Multigroup.

Screen #4 – Multigroup with Linked Groups 

Checking Users and Their Groups in Multigroups

To check the list of users and their groups in a multigroup,

  • Go to the Resource Management page and find a necessary multigroup,
  • Click on the name of a multigroup to enter it,
  • Now you can see the list of groups and users with their names within the multigroup.

Adding Users to Multigroups

In order to add a user to a multigroup, 

  • Go to Resource Management page where there is a multigroup with groups,
  • Click on the multigroup name,
  • Add a necessary user.

Checking Future Load Graph Inside Multigroup

To check the Future load graph inside a multigroup,

  • Go to the Resource Management page and find a multigroup with groups,
  • Select the ‘all groups’ level on a Future load tab,
  • Click on the multigroup’s name to enter and check the list of groups that belong to the multigroup on a Future load tab. 
Note

When you switch to another page in the system, don’t forget to save all the changes you made because they won’t be saved automatically. But if you refresh the page from the RM page, the system will keep your recent settings.

Transferring a Group to a Multigroup

To transfer a group into a Multigroup take the following steps:

  • remove all resources from the group by clicking on a corresponding capacity cell and remove the link by selecting the “trash” icon.

Screen #5 – Removing Resources from the Group

  • Click on the “three dots” icon to the right of the group name and in the appeared context frame click on the “star” icon.

Screen #6 – Transfer Group to Multigroup

  • The last step is specifying the Multigroup context. Link groups with the Multigroup by dragging the Group’s name and dropping it right on the Multigroup.

Multigroup of the Multigroup

Deleting a Multigroup

  • To delete a Multigroup
    • remove/exclude all Groups from the Multigroup by clicking on the “three dots” icon to the right of the Multigroup’s name and select the “exclude” icon to the right of the Group’s name.
    • As soon as the Multigroup contains no groups click on the “three dots” icon menu located to the right of it and press the “Delete” button.

Screen #7 – Deleting a Multigroup

As soon as you delete a Multigroup all its historical data will be deleted as well.

UCLT

This is a special group called “Un-Compressible Lead Time”. You can add it as a resource in case of ordering time.

Updated on July 31, 2020
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