Prioritize Projects for Execution on the Resource Planning Page

During the resource planning process, allocating work units to project roles may not be able to resolve all availability constraints. Excluding lower priority projects from the scenario may help to create additional role availability for the higher priority projects in your portfolio.

Use the Resource Planning page to include and exclude projects from your scenario. View the effects on role availability in the table and in the charts and histograms in the Role Availability detail window. In the Stacked Histogram, colored segments in each bar represent the total allocation of a specific project. Bars that exceed the Max Capacity line in the histogram have exceeded the total role capacity for that time period. Exclude one or more projects or adjust role allocations to satisfy the capacity limit.

To prioritize projects for execution:

In the object selector, select a portfolio.
In the sidebar, hover over  Resources, and select Resource Planning.
Select an in-progress scenario.
To include a project in a resource plan scenario, in the table, select the State field to display  Selected or  Forced In. To add multiple projects at once, use Ctrl + click to highlight each project. Select the Actions  menu, select Include, and then select Highlighted Projects.
Note: If a project must be included in the resource plan, select  Forced In. Conversely, if it has been determined that a project will not be included in the resource plan, select  Forced Out.
In the Role Availability detail window, select  Stacked Histogram to view the effects of including or excluding a project. To change the field displayed in the histogram, select  Settings, and then select a field on the Chart Settings tab.
Select Save.

Tips

Select Highlight Deficits to highlight allocation values in the table that exceed a role's availability for the time period. Select FTE to display role units in the full-time equivalent values of the timescale interval. To use these options, the  Grid view must be selected in the table.
Select Show only Highlighted Roles in the Role Availability detail window to only display roles that are highlighted in the top table. Highlight a project row to display all roles in that project.
The Max Capacity line on the Stacked Histogram chart represents the maximum availability of the selected roles.

Next: Resource Scenario Optimization Overview