Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Requests

  1. Last updated
  2. Save as PDF

 

This option only appears if your Login Group settings have the Resourcing mode set to Strategic Planning.

clipboard_e71c1db2a78d280e5e8c98f4bba3673d9.png

Use it to view the effort requested for work on particular projects.

Here you can balance demand against supply and the content varies depending on filter settings. Enter required details and click clipboard_e3c606fc3a8fcee2ed95df4c6b1da2261.png or clipboard_e1edcf7dd1d943888f2f8a9be3be610e7.png:

clipboard_ef4a5e88ba63508a0854626355289221b.png

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

•select projects and the roles required for them

•choose individual teams or departments to include

•show supply as hours, days or full time equivalents of days

•indicate if you wish to view requests that have been hidden because they may be considered satisfied even if there is residual demand or over-supply.

Each row shows the outstanding demand (or over-supply) for the resource and project indicated. Demand is based on the project’s live (approved) forecast.

Over-supply is shown red and unmet demand is black. Place your mouse cursor over any figure to see the demand and supply breakdown.

You can therefore look at demand that remains unsatisfied, which needs to be cleared by further allocation, or where supply exceeds demand and allocations need to be reduced. To take action over these situations, click:

•Resource Plan to view resources and the time they have available so you can schedule against projects 

•  to select:

o  Hide Request if the request is not to be shown because, for example, it is considered satisfied

o  Add/View Posts to process comments and notes.

•Supply Team to bulk supply multiple demand lines for a team to a project. This action is only available if your login profile  permits bulk supply, your login allows you to maintain supply and only one team and level one project are selected at the search filter.

•  to edit the project supply.

•the Project code to access project details

clipboard_e8a0a931c54b7e5e95a5073d5298f9068.pngto view posts and add others for a demand line or clipboard_ecb8a31e108d16cacec755efc85b0d3ed.pngif there are no posts, to add one.