You can analyze role allocation over time for one or more projects on the Capacity Planning page. Using multiple chart formats and role groupings, you can identify areas of under-allocation or over-allocation.
To analyze role allocation:
- Open a portfolio in the Portfolios section using one of the following methods:
- Click Portfolios to open the last portfolio you were working with.
- Click the Portfolios
menu and choose one of the most-recently used portfolios. - Click the Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
- On the Portfolios navigation bar, click Capacity Planning.
- On the Capacity Planning page:
- (Optional) Choose to complete any number of the following optional sub-steps:
- Click Customize View to set column, grouping, sorting, and waterline options.
- In the scorecard (top left), mark or clear the check box next to each project to include or exclude the data for the project in the Capacity Planning chart. Data in the Capacity Planning chart is updated to reflect your changes.
- In the role selector (bottom left), select whether to display roles by Role Hierarchy, Role Team or for the Current Portfolio Projects. Mark or clear the check box next to each role to include or exclude the allocation data for the role in the Capacity Planning chart. Role data is immediately updated in the chart.
Notes:
- When grouped by Current Portfolio Projects or Role Team, all child roles are automatically selected when you select a parent role.
- You can only select the to display roles in the Role Hierarchy or by Role Team when you are displaying all projects.
- In the Capacity Planning chart (bottom right) select a chart or spreadsheet format, and then choose how you want to stack the chart (by project, role, project code, or staffed versus unstaffed units or costs).
- Hold your mouse over a color-coded section of the chart to view the capacity data for that section.
- (Optional) Choose to complete any number of the following optional sub-steps:
Tips:
- The Go to date selector moves the gantt and capacity planning chart to the same date simultaneously.