The dashboard is available in the company-level and project-level Resource Manager. It allows you to monitor resource planning and deployment.
Data is refreshed when the Resource Dashboard node is selected or changes are made.
You can configure the dashboard to display charts in two-column layout. Configuring the Resource Dashboard is similar to setting up the project or company summary, except that the available charts are system-based and not based on user-defined reports.
You can choose to display system-defined charts in resource management key performance areas.
Company Level | Project Level |
|---|---|
Booking | Booking |
Actuals | Actuals |
Utilization | Utilization |
Supply vs. Demand |
|
Supply vs. demand charts
These charts:
- Show allocations by role and compare them with resource daily capacity.
- Highlight issues with having too much demand that cannot be satisfied.
- Measure ability to satisfy resource demand and identify additional staffing needs.
These charts are used to display the existing demand (allocation) versus available capacity in the company. You can use these reports to verify that sufficient manpower is available in the company to satisfy this demand. The supply (or capacity) in this case is unconstrained and unnetted. This means that the capacity does not consider existing bookings (soft or hard).
Calculating values on the demand vs. supply charts:
Allocation % = Total Allocation / Total Capacity * 100
Allocation is obtained from the company allocation summary sheet for the specified range of dates. Total capacity will add capacity hours of all resources at the company level that can play the role (not limited to default roles) for the range of dates. Allocation cost is obtained from the company allocation summary sheet. The charts include active roles and active resources only. Capacity is based on the company calendar (working days only).
Actuals charts
These charts:
- Show actuals by role and corresponding bookings against the role. Non-project time can be included on the charts.
- Highlight issues with costs going over budget.
Calculations on actuals charts (company level):
- Data obtained from the company-level summary sheets based on the current configuration of the time sheet BP on the sheet.
- Booking used is hard-booking.
- Booking is obtained from company booking summary sheet.
Calculations on actuals charts (project level):
- Data obtained from the project-level summary sheet based on the current configuration of the time sheet BP on the sheet.
- Booking used is hard-booking.
- Booking is obtained from the project booking summary sheet.
Booking charts
These charts are used to plot resource booking (soft and hard) against demand (allocation) and capacity:
- Show allocations by role and corresponding bookings against the role.
- Highlight issues with underbooking or overbooking.
- Show hard- and soft-booking. Non-project time can also be shown.
- Successful satisfaction of resource demand via resource commitments (booking).
Calculations on the booking charts (company level):
- Booking obtained from company booking summary sheet for the specified range of dates.
- Allocation obtained from the company allocation summary sheet for the specified range of dates.
- Overbooking % = [(Total Booking – Capacity)/Capacity] * 100 (0% if negative).
- Total capacity will add capacity hours of all resources at the company level that can play the role (not limited to default roles).
- Booking cost is obtained from the company allocation summary sheet.
- Total Booking = Soft + Hard booking.
Calculations on the booking charts (project level):
- Booking obtained from the project booking summary sheet for the specified range of dates.
- Allocation obtained from the project allocation summary sheet for the specified range of dates.
- Booking cost is obtained from the project allocation summary sheet.
- Capacity, Overbooking and Unmatched Supply column to show only at company level.
- Total Booking = Soft + Hard booking.
Utilization charts
These charts:
- Show utilization of resources against budgeted project work.
- Resource Manager can see that all resources are adequately occupied with billable project work. Administrative work at the company level does not count.
Calculating values on the utilization charts (company level):
- Utilization % obtained from the company utilization summary sheet for the specified range of dates.
- Booking is obtained from the company booking summary sheet.
- Assigned hours is obtained by adding assigned hours on project schedule sheets across all projects.
- Utilization % = (Total Assigned Hours / Hard-booked Hours) * 100 (shows two decimal places).
Calculating values on the utilization charts (project level):
- Utilization % obtained from the project utilization summary sheet for the specified range of dates.
- Booking is obtained from the project booking summary sheet.
- Assigned hours is obtained by adding assigned hours from the project schedule sheets.