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Planning Dashboard - Projects

This dashboard provides a high-level overview of resource planning / allocation in your organisation from a project perspective.  Depending on the parameters selected, it will show either the total planned hours or the Planned percentage of capacity per project (or a grouping of projects) 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.

Parameters

The planning dashboards have certain parameters that can be applied to see the information that you are interested in. They are:

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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.

Group by: You can either show information by project or by a grouping of projects (based on any group-able project field).

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 the period selected and the five months forward in order to provide context.

Show: The dashboard can either display Planned Hours or Planned percentage of capacity. Note that in the case of the latter, the capacity hours will always be the total capacity of your organisation.

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Dashboard Content

A summary of the planning information for the selected period is displayed within the Key Statistics section.

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Planned Employees:  This is the number of employees that have planning records for the period.

Planned Projects: This is the number of projects that have planning records for the period.

Planned Hours:  This is the number of hours that have been planned for the period across all projects.

Total Employees:  This is the number of active employees in the Employee entity regardless of whether or not they have planning records allocated to them.

Capacity Hours:  This is the number of hours available in your employee pool.

Heatmap

The heat map shows the breakdown per project (or whatever grouping that you 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.

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Graphs

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 centered around the selected period (on the right). It should be noted 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).

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Need Help?
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.

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