This dashboard provides a high-level overview of resource planning / allocation in your organisation from a project / employee perspective. Depending on the parameters selected, it will show either the total planned hours or the Planned percentage of capacity per project / employee (or a grouping of projects / employees) over time. It is therefore ideal to get an idea of where your capacity is being applied to allow you to understand whether this aligns with your strategic objectives.
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 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, access the following knowledge base article.
The planning dashboards have certain parameters that can be applied to see the information that you are interested in. They are:
Projects: You can either show information for all projects or select a project filter in order to show information about a sub-set of projects. Note that if you want to see accurate information about past projects that have already been completed and marked as inactive, you should disable the global filter toggle.
Employees: You can either show information for ALL employees or select an employee filter in order to show information about a group of employees.
Group by: You can either show information by project, employee or by a grouping of either projects / employees (based on any group-able project / employee field).
Start: This defaults to the beginning of the current month but you can select a different start date if required.
Finish: This defaults to the end of a 6 month period but you can select a different finish date if required.
Show: The dashboard can either display Planned Hours or Planned percentage of capacity for the heatmap. Note that in the case of the latter, the capacity hours will always be the total capacity of your organisation.
A summary of the planning information for the first month of the selected period is displayed within the first section.
Employees Planned: This is the percentage of employees that have planning records for the first month of the selected period.
Projects Planned: This is the percentage of projects that have planning records for the first month of the selected period.
Capacity Planned: This is the percentage of available hours that have been planned for the first month of the selected period across all projects.
Planned hours Pie Graph: This is a breakdown of the planned hours by the selected group by value with a drill down into either a view per project / employee.
Planned hours Bar Graph: This is a breakdown of the planned hours by the selected group by entity (projects / employees) with a drill down into the other (employees / projects)
The next section shows a view of the Planned Hours vs. Capacity Hours for the selected period. 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 represent hours planned per day). One can easily then determine the free capacity available for the resources.
The heat map shows the breakdown per project / employee (based on the grouping selected) per month for the selected period. Note the legend indicating the various colours based on the % allocation. If needed, this can be tweaked by logging a support call.
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.