This dashboard provides a high-level overview of resource planning / allocation in your organisation from an employee perspective. Depending on the parameters selected, it will show either the total planned hours or the % of capacity per employee (or a grouping of employees) overtime. It is therefore ideal to get an idea of where your capacity is being applied to allow you to understand whether you require additional resources for current or upcoming projects.
Source of data
Resource allocation or planning, is determined on the basis of resources that have been allocated to specific projects. Generally this will either be on the basis of Tasks or work items that have been assigned to specific resources or by using a “Resource Allocation” entity, depending on the type of configuration on your instance. For more information on resource planning / allocation, access the following knowledge base article.
Further the planning dashboards have certain parameters that can be applied to see the information that you are interested in. They are:
Period: This defaults to the current month but you can select a different period if required. It should be noted that the dashboard shows information for both the period selected and the six months around the selected period in order to provide context.
Employees: You can either show information for all employees or select an employee filter in order to show information about a group of employees. When pulling this dashboard you will by default see all the employees whether they are active or inactive. This means you will not have the option to disable the global filter as it’s already by default set to show all employees.
Group by: You can either show information by employee or by a grouping of employees (based on any group-able employee field).
Display: The dashboard can either display Planned Hours or Planned Hours as a % of Capacity. Note that in the case of the latter, the capacity hours will always be the total capacity of your resource pool and when looking at employees, where the “Include in Capacity” checkbox, on their employee record, is checked.
A summary of the planning information for the selected period is displayed within the Key Statistics section.
The next section shows a view of the Planned Hours (or % of Capacity depending on your parameter selection) for the selected period (on the left) and the six months centred around the selected period (on the right). Please note that these graphs are at a daily granularity and the y-axis of the chart should be interpreted accordingly (i.e. the hours represents hours planned per day). One can easily then determine the free capacity available for the resources.
The last heatmap shows the breakdown per employee (or whatever grouping that you selected) per month centred around the selected period. When looking at the example below you will notice the planned hours for October, which is 3030, is also displayed in the Key Statistics section of the dashboard (as mentioned above).
The “red” resources below, therefore indicate that they are nearly fully planned and will not be able to take on more project work.
For more information on resource planning, access the following knowledge base article.
If you still require additional help with the dashboard, feel free to log a support call and the PPO support team will gladly assist you.