Portfolio Capacity Planning Page

Overview

Use this page to analyze role allocation and cost over time. Multiple chart formats display role allocation for the projects and roles you select, enabling you to quickly identify areas of under or over allocation.

Using this page, you can perform what-if analysis, graphically change project forecast dates, and apply waterline analysis techniques to assist with critical, executive-level decision making. During your analysis, you can create and update scenarios that provide varying snapshots of project and role allocation data. After conducting your analysis, you can create portfolios containing only the projects that meet your planning criteria.

Screen Elements

Capacity Planning toolbar

See Capacity Planning Toolbar.

Scorecard area

The scorecard displays project data in spreadsheet format.

When you select an option in the scorecard, the project's role allocation is included in the Capacity Planning chart at the bottom of the page.

Gantt Chart area

The Gantt chart displays current and forecast data according to the timescale you specify when you customize the page. Each project in the scorecard has two corresponding bars: the Current Bar (top) and Forecast Bar (bottom).

The Current Bar is based on the project start and finish dates; blue indicates current project progress, while green indicates remaining work. The Forecast Bar spans from the project's forecast start date to the forecast finish date. If forecast dates have not been defined, the Forecast Bar spans from the remaining start date to the remaining finish date.

When the page displays the latest summarized data, you can move the Forecast Bar to change the forecast dates; you cannot move the Forecast Bar when displaying scenario data, and you can never move the Current Bar.

Note: If the project group you are viewing is an EPS containing child EPS nodes, the Gantt chart displays a yellow Summary Bar rather than an orange Forecast Bar because forecast dates do not apply to EPS nodes.

Capacity Planning Chart area

In the lower half of the work area, the Capacity Planning Chart area consists of the following components:

Role selector

The role selector displays roles according to the Group By or Search options you specify.

When the page displays the latest summarized data, you can choose to group roles by the current portfolio's roles, the role hierarchy, or role teams, or you can search for roles. When displaying scenario data, the role selector only displays the current portfolio's roles. The allocations for the roles you select are displayed in the Capacity Planning chart at the bottom of the page. For example, if you only choose the Project Manager role in the role selector, the Capacity Planning chart only displays the Project Manager role's allocation. You can use this information to determine which projects or time periods the Project Manager role is under- or over-allocated.

Capacity Planning Chart work area

The Capacity Planning chart displays historical scenario data or the latest summarized data according to the type of chart you choose to view, the roles and projects you select, the customize options you choose, and global preference settings for calculating role limits.

Whichever chart type you choose, when you hover over a color-coded section of the chart, the application displays the data pertaining to that section.For each role you select in the role selector, the Capacity Planning chart displays role allocation over time for the projects you select in the scorecard or for all projects in the database (click Customize to choose options). The chart can display role allocation as a stacked histogram, area chart, net availability chart, or spreadsheet. You can choose to display role allocation per project, role, or project code, or you can choose to display staffed versus unstaffed units or costs. Additionally, you can compare data for the current project group's roles versus roles assigned to all other projects.

Tips

  • To display the Financial Period timescale, projects must be summarized by financial period and financial periods must be properly configured. To display a calendar timescale (for example, Month/Week), projects must be summarized by calendar intervals.
  • The scorecard on this page does not display WBS rows, only project rows. On the Portfolio Analysis page and the Portfolio View portlet, scorecards display WBS rows along with project rows.

Getting Here

  1. 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.
  2. On the Portfolios navigation bar, click "" Capacity Planning.

Related Topics

About Capacity Planning

Working with the Capacity Planning Page

Analyzing Role Allocation (Capacity Planning)


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