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 geographical 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
•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 from live project demand forecast. Provisional and/or Confirmed demand can be analyzed separately. Task assignments against projects flagged as Assignments Affect Strategic Planning Demand will also be included.
•check Supply to show the project supplied time for resources with the specified roles and departments. Task assignments against projects flagged as Assignments Affect Strategic Planning Demand will also be included.
•check Assignment to see the assigned effort for resources. You can additionally provide a breakdown of those assignments that are provisional or confirmed.
•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.
Click Update Results to change the displayed data. Click any label below the chart to remove the element from the chart and again to restore it.
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.
•Supply to show the supplied time in each period for resources with the specified roles and departments
•Assignment to show time assigned to tasks
•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.