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Capacity and Demand Report Examples

This topic describes how to build a capacity and demand report similar to the one generated by the Capacity & Demand facility. The Cap & Demand facility pulls data from across all entities and groups into one report based on resource, role and project capacity, allocations, and demands. You will have to build two to three reports to gather all this information manually. Hand-building this report allows you to add or remove fields based on your needs - check the List Options tab in your report for additional customizations. See About Capacity & Demand for information about the built-in facility.

All Resource Capacity - Column Chart

  1. Navigate to the Reports tab and click the New button.
  2. Configure the Target and Category droplists: Target = Organization, Category = Resource Planning
  3. Choose the report source: Resource Planning by Resources
  4. For Output type, choose Column chart.
  5. On the Field Selection screen, choose Simple Column.
  6. Configure the X-Axis fields as follows: 
    1. Resource Capacity: Date
  7. Configure the Y-Axis as follows:
    1. Primary Y Axis: Resource Capacity: Allocated Hours
    2. Target Line: Resource Capacity: Capacity Hours

cap&dem_configure.png

  1. Save & Run.
  2. Select Frequency and/or Filter.
  3. Run.

Example Report Output

cap&dem_example1.png

All Resource Capacity - Crosstab List

  1. Navigate to the Reports tab and click the New button.
  2. Configure the Target and Category droplists: Target = Organization, Category = Resource Planning
  3. Choose the report source: Resource Planning by Resources
  4. For Output type, choose Crosstab List.
  5. Configure the Category Row fields as follows: 
    1. Resource: Immediate Supervisor
    2. Resource: Name: Last, First
  6. Configure the Category Column fields as follows: 
    1. Resource Capacity: Date
  7. Configure the Data Series Field as follows:
    1. Resource Capacity: Actual FTE
    2. Resource Capacity: Allocated FTE
    3. Resource Capacity: Capacity FTE
    4. Resource Capacity: Scheduled FTE

Row and Data Series fields.png

Column Fields.png

  1. Save & Run.
  2. Select Frequency and/or Filter.
  3. Run.

Example Report Output

Crosstab Resource Capacity example output.png

All Resource Capacity by Resource

  1. Navigate to the Reports tab and click the New button.
  2. Configure the Target and Category droplists: Target = Organization, Category = Resource Planning
  3. Choose the report source: Resource Planning by Resources
  4. For Output type, choose Column chart.
  5. On the Field Selection screen, choose Multi-Series Column.
  6. Configure the X-Axis fields as follows: 
    1. From the Resource folder, choose Resource Name: Last, First
  7. Configure the Y-Axis as follows:
    1. Primary Y Axis: Resource Capacity: Allocated Hours
    2. Target Line: Resource Capacity: Capacity Hours

cap&dem_configure2.png

  1. Save & Run.
  2. Select Frequency and/or Filter.
  3. Run.

Example Report Output

All Resource Capacity by Resource example output.png

Capacity and Allocation by Role

  1. Navigate to the Reports tab and click the New button.
  2. Configure the Target and Category droplists: Target = Organization, Category = Resource Planning
  3. Choose the report source: Resource Planning by Org Roles
  4. For Output type, choose Crosstab List.
  5. On the Field Selection tab: 
    1. Row Fields:
      1. Org Role Demand: Role
    2. Column Fields:
      1. Org Role Demand: Date
    3. Data Series Fields:
      1. Org Role Demand: Allocated Hours
      2. Org Role Demand: Capacity Hours
      3. Org Role Demand: Un-Allocated Capacity Hours (optional if you want to see the difference between Allocated and Capacity)

cap&dem_configure3.png

  1. Save & Run.
  2. Select Frequency and/or Filter.
  3. Run.

Example Report Output

cap&dem_example3.png

Capacity and Allocation by Resource

  1. Navigate to the Reports tab and click the New button.
  2. Configure the Target and Category droplists: Target = Organization, Category = Resource Planning
  3. Choose the report source: Resource Planning by Resource Allocations
  4. For Output type, choose Crosstab List.
  5. On the Field Selection tab: 
    1. Row Fields:
      1. Resource Name: Last, First
      2. Project: Role
      3. Project: Title
    2. Column Fields:
      1. Resource Allocation by Project Role: Date
    3. Data Series Fields:
      1. Resource Allocation by Project Role: Allocated Hours
  6. On List Options, configure whether you want to see staffed or unstaffed allocations (this example show Staffed).

cap&dem_configure4.png

  1. Save & Run.
  2. Select Frequency and/or Filter.
  3. Run.

Example Report Output

cap&dem_example4.png