Matching Rules

Once the Publisher has verified that the data is correct they will then set the opportunity and conflict rules for the organisation.  These can be copied from any existing live workspace.

Opportunity Rules

The Opportunity Rules describe the distance between projects and exclusion zones for which they will be considered to overlap, and the maximum interval between project and exclusion zone dates required for identifying an opportunity.

Opportunity Rules

Enter Opportunity Rules

  1. Select the appropriate Time Buffer (Before) value for the drop-down list. This sets the lead time prior to the start date of the project
  2. Select the appropriate Time Buffer (After) value for the drop-down list. This sets the lag time after the end date of the project

Lead-time and lag-time rules are set, specifying the maximum time between two projects for them to be matched and potential collaboration opportunity to be identified.
Lead and Lag times

Next, we will specify the Distance Buffer

  1. Select the appropriate Distance Buffer value for the drop-down list.

This sets the maximum distance between projects and is used to help determine whether an opportunity for collaboration exists between two projects.

Distance Buffer

Finally, opportunities can be filtered to match other opportunities within your organisation, and when multiple projects are owned by the same person.

If the first option, Match within my organisation, is selected an opportunity will be created when a match is found within your organisation’s projects. This can assist in coordinating efforts and reducing costs in large organisations that manage multiple projects.

When Match within my organisation is selected, you will also have the option to select Match for same project owner. If both are selected, an opportunity will be created only when a match is found for projects owned by the same person within your organisation.

4. Check the box next to the desired option to make a selection

Matching a selection

 

Conflict Rules

Conflict Rules describe the distance between projects and exclusion zones for which they will be considered to overlap, and the maximum interval between project and exclusion zone dates required for identifying a conflict.

Conflict Rules

Enter Conflict Rules

  1. Select the appropriate Time Buffer (Before) value for the drop-down list. This sets the lead time prior to the start date of the project or exclusion
  2. Select the appropriate Time Buffer (After) value for the drop-down list. This sets the lag time after the end date of the project or exclusion

Lead-time and lag-time rules are set, specifying the maximum time between project and exclusion zone for a conflict.
Lead and Lag times

Next, we will specify the Distance Buffer

  1. Select the appropriate Distance Buffer value for the drop-down list.

This sets the maximum distance between project and exclusion and is used to help determine whether a conflict exists between the exclusion zone and project.

Distance buffer conflict rules

Finally, conflicts can be filtered to match those within your organisation, and when a projects and exclusion zone are owned by the same person.

If the first option Match within my organisation is selected, a conflict will be created when a match is found between your organisation’s projects and exclusion zones. This can assist in project management and ensure business rules are enforced.

When Match within my organisation is selected you will also have the option to select Match for same owner. If both are selected, a conflict will be created when a match is found for a project and exclusion zone owned by the same person.

4. Check the box next to the desired option to make a selection.

Matching a selection conflict zones

The Analyse Workspace button performs the Analyse Impact step of the workspace workflow. It gives the user an indication of how many opportunities and conflicts will be created because of the selected rules. This allows the user to fix conflicts before they are notified and to adjust the rules to remove too many false opportunities being created.

Note: Adjustment of the workspace parameters is performed manually and will likely be an iterative process, adjusting and analysing until the Publisher is satisfied with the results.