Analyzing Role Allocation (Capacity Planning)
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. Using scenarios, you can also perform what-if analysis.
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:
- Click
Show Capacity Planning Chart to display the scorecard (top left), Gantt chart (top right), role selector (bottom left), and Capacity Planning chart (bottom right). - (Optional) Choose to complete any number of the following optional sub-steps:
- Click Customize to set column, grouping, sorting, waterline, and other chart options.
- Click the Scenario list to apply a scenario. Select <Latest Data> to display the latest summarized data for the project group.
Note: If you customize the Capacity Planning page to display allocation data for all projects in the database (rather than for selected projects only), you cannot apply a scenario.
- In the scorecard (top left), mark or clear the check box next to each project to include or exclude the project's data in the Capacity Planning chart. Data in the Capacity Planning chart is updated to reflect your changes.
- In the role selector (bottom left), click
Group Roles By or Search to pinpoint the roles you want to analyze in the chart. Mark or clear the check box next to each role to include or exclude the role's allocation data in the Capacity Planning chart. Role data is immediately updated in the chart.Note: When grouped by Current Portfolio Roles or Role Team, all child roles are automatically selected when you select a parent role.
- In the Capacity Planning chart (bottom right) toolbar, 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).
- Drag your mouse over a color-coded section of the chart to view the capacity data for that section.
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