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Analyze role allocation over time for a group of projects

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You can analyze role allocation over time for a group of projects on the Portfolios > Capacity Planning page. Using multiple chart formats, you can display role allocation for the projects and roles you select to quickly identify areas of under- or over-allocation and perform what-if analysis.

Refer to the Tips at right for helpful information to consider when analyzing role allocation data on the Capacity Planning page.

To analyze role capacity for a project group:
  1. Open the project group you want to work with in the Portfolios section.
  2. Click Capacity Planning on the Portfolios toolbar to display the Capacity Planning page.
Depending on the display and customize options you set, the Capacity Planning page displays a scorecard (top left quadrant), a Gantt chart (top right quadrant), a role selector (bottom left quadrant), and the Capacity Planning chart (bottom right quadrant). For information on customizing the display and detailed descriptions of the content and purpose of each section of the tab, refer to Capacity Planning page.
  1. In the Scenario list, choose <Latest Data> to display the latest summarized data for the project group, or choose to view a scenario.
Scenarios are snapshots of historical project data at a given point in time. You can use them to compare against the latest summarized data, or to compare to other scenarios. The list of available scenarios includes scenarios you have access rights to view that are associated with the open project group. As you modify the data displayed on the tab (for example, you change the type of Capacity Planning chart you want to view or change the list of selected projects and roles), you can create new scenarios or save changes to the view to further assist you in role planning.

Note: If you customize the Capacity Planning page to display allocation data for all projects in the database (rather than for projects in the current project group), you cannot choose to display a scenario.
  1. In the scorecard, mark or clear the checkbox next to each project to include or exclude the project's data in the Capacity Planning chart.
As you mark and clear project checkboxes, data in the Capacity Planning chart is immediately updated to reflect your changes.
  1. In the role selector, mark or clear the checkbox next to each role to include or exclude the role's allocation data in the Capacity Planning chart.
As you mark and clear role checkboxes, data is immediately updated in the Capacity Planning chart. You can use Group by and Search functionality to assist you in locating the roles you want to include in the chart.
To view Group by options, click the Group By icon . If the page displays the latest summarized data, you can group roles by current portfolio roles, role hierarchy, or role team. If the page displays scenario data, you can only group by current portfolio roles. When grouped by current portfolio roles or role team, when you select a parent role, all child roles are automatically selected.
To search for roles, click the Search icon.

For more detailed information on selecting roles, refer to Select the role data you want to view.
  1. In the Capacity Planning chart, click the appropriate icon to display the chart you want to view, then choose how you want to stack the chart (by project, role, project code, or staffed versus unstaffed units or costs).
You can view role allocation as a stacked histogram Stacked Histogram, area chart Area Chart, net availability chart Net Availability Chart, or spreadsheet Spreadsheet. You can customize the chart to display units or costs, a limit line, and an allocation limit line. You can also choose to show data for all projects in the database (except what-if projects), rather than for the projects you select in the scorecard.

For more detailed information on the data represented in each chart, refer to Analyze role allocation data in the Capacity Planning chart.
  1. If you made changes on the tab, save or cancel your changes as follows:

    • To retain your changes without creating a new scenario, click the Save icon.

    • To create a new scenario based on your changes , click the Save As icon. Refer to Create scenarios for detailed information.

    • To cancel your changes, click Cancel.

    Note: If you make changes on the page without saving them, you are prompted to save them when you change your selection in the Scenario list or navigate to another page. Click Yes or No, as applicable.
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