The graph and the table below it show values that enable you to balance demand against capacity. Change their content by altering filter values and then clicking or Update Results:
All displayed data is based on a search and you can select saved searches or create and save new ones (refer to Saved Searches).
•change the start date by entering or selecting a date from the calendar, or by clicking << and >> to move backwards or forwards
•set the number of weeks or months to display
•show effort as days, full time equivalent of days or hours
•choose locations and/or individual teams or departments to include; at least one must be specified. If location is selected, Capacity, Supply, Assignment and Actuals are based on a resource’s location whereas Demand uses the project location
•select roles required for the project
• select projects required. The selection of Projects will not affect the Capacity data which is only determined by the Location, Team or Role filters. Selecting a Project above level one (such as a Programme or Portfolio) will return rolled-up data for all child Projects.
•check Show Productive Only to only include productive capacity and demand, allocated supply and actuals from productive projects
•check Show Inactive if inactive resources and projects can be searched for and data relating to them is to appear. If so, capacity data is determined from the resource’s active status and demand while allocated and actuals data are determined from the project’s active status.
•check Show Latest Forecast to display Demand data based on the Live forecast, or the latest Unapproved forecast, if edited more recently. This option is only available if Dynamic Demand Modelling is enabled in the Views tab for your login group.
•determine if only Employees, Contractors or both are to be included (this filter does not apply for Strategic Planning mode, only for Scheduling)
•check Capacity to show the capacity of the resources that meet the selection criteria
•check Demand to show demand for the selected departments and roles. In Strategic Planning mode, this will be from the live project demand forecast. In Scheduling mode, it will be from all task assignments. Provisional and/or Confirmed demand can be included. In Strategic Planning mode, task assignments against projects flagged as Assignments Affect Strategic Planning Demand will also be included.
•check Allocated to show the assigned time for resources with the specified roles and departments. In Strategic Planning mode, this will be from project supply while in Scheduling mode it will be from all resource assignments. In Strategic Planning mode, task assignments against projects flagged as Assignments Affect Strategic Planning Demand will also be included.
•check Actuals to display time booked by resources that meet the selection criteria. In both Strategic Planning and Scheduling modes, the actuals are taken from the Calculate Strategic Planning Actuals scheduled job.
In the data table, you can drill into a detailed view by clicking:
•Capacity to list resources that have the specified role and department, showing their capacity time by periods.
•Demand to list projects requiring the specified roles and the demand by period. If Dynamic Demand Modelling is enabled in the Views tab for your login group, the Demand hyperlink allows dynamic access to forecasts to support rapid modelling.
•Allocated to show the assigned time in each period for resources with the specified roles and departments.
•Actuals to display time booked each period by resources with matching departments and roles.
The ability to print and export to Excel is available on these detail screens. The ability to print the chart and data is also available as well as the ability to export the chart to PDF and various image formats.