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Planview Customer Success Center

Capacity and Demand Reporting

You can build Capacity & Demand reports that show demand from projects and tasks, as well as resource capacity. Capacity & Demand reports give you visibility into which projects and tasks need staffing attention, as well as forward-looking information about project and task demands on the organization.

See Field Definitions below.

For examples, see the Reports Cookbook, specifically:

Topics

You can report on capacity and demand from the perspective of project, resource, and roles - or any combination of the three. The topic represents the first level of the report, and the remaining topics represent the second and third levels. 

Generally it's nice to start from the project vantage point (project Topic) as it provides a nice way to group the information. Similarly, you can segment by role or resource.

Field Paths

Even though there is no "Specialty" item for Capacity & Demand reports, use the Time Series specialty to gain access to some additional field paths. These field paths allow you to access relevant data for capacity and demand reporting. If you use the Project topic (primary level), then two additional field paths - Resources (Specialty) and Roles (Specialty) - will become available. Similarly, if you use the Resource topic (primary level), them the field paths Project (Specialty) and Roles (Specialty) will be available to use to define secondary and tertiary report levels.

The pot of gold at the end of each field path is a set of fields that are not accessible for regular reporting. The fields all have a suffix, such as (Time Series), (Timesheet Entry - Time Series), or (Allocated Roles - Time Series). You'll use these fields to build your report. As you start building your reports you might find that some of the field choices are not obvious - be sure to look at the hover text for any field to get the definition of the field. 

Tips

Merge Columns to the Left (from List report header menu) for better layout

Field Definitions

Field Description
Actual Cost (Time Series) Timesheet Entry Hours multiplied by Resource's Internal Rate
Actual FTE (Time Series) Timesheet Entry Hours divided by the Organization-defined Full-Time Employee (FTE) hours per day
Actual Hours (Time Series) Timesheet Entry Hours logged on timesheets
Allocation Cost (Time Series) (Unstaffed Allocation Total Hours multiplied by Role Internal Rate) or (Staffed Allocation total hours multiplied by Resource Internal Rate)
Allocation FTE (Time Series) Allocated Hours divided by the Organization-defined Full-Time Employee (FTE) hours per day
Allocation Gap FTE (Time Series) Capacity (Resource or  Role) minus Allocated Hours'
Allocation Gap Hours (Time Series) Capacity (Resource or  Role) minus Allocated Hours divided by the Organization-defined Full-time employee (FTE) hours per day
Allocation Gap Percent (Time Series) Capacity Hours minus Demand Hours divided by Capacity Hours
Allocation Hours (Allocated Roles - Time Series) (Unstaffed Allocation Total hours) or (Staffed Allocation Total Hours)
Allocation Percent (Time Series) Demand divided by Capacity for Role or Resource
Allocation Revenue  (Allocated Roles - Time Series) Allocated Hours multiplied by the Resource's project Billing Rate (from Billing Rates section of project)
Billable Amount (Timesheet Entries - Time Series) Billable Amount from Timesheet Entry
Capacity Actual Percent (Timesheet Entries Time Series) The Actual Hours (from Timesheet Entries) divided by the Resource's Capacity Hours
Capacity FTE (Time Series) Resource or Role Hourly Capacity divided by the Organization-defined Full-Time Employee (FTE) hours per day
Capacity Hours (Time Series) Resource or Role Hourly Capacity as defined by the Resource's Calendar
Capacity Percent (Time Series) Resource or Role Hourly Capacity divided by the Organization-defined Full-Time Employee (FTE) hours per day
Date (Time Series) Reporting Period
Demand Actual Percent (Time Series) The Staffed Allocation Hours divided by the Total Demand Hours
Estimated Cost (Task Role - Time Series) Task Estimate Cost (Role Cost Rate multiplied by Role Estimated Hours)
Estimated FTE (Task Role - Time Series) Task Estimated hours divided by the Organization-defined Full-Time Employee (FTE) hours per day
Estimated Hours  (Task Role - Time Series) Task Estimated Role Hours 
Estimated Percent (Time Series) Estimated Hours divided by Role Capacity
Estimated Revenue (Time Series) Task Role Bill Rate (from Billing Rates section of project) multiplied by Task Role Estimated Hours if Task Billing Type is Time or Not to Exceed, plus Task Budgeted Revenue if Task is Fixed Bid Billing Type)
Event FTE (Time Series) Events Hours  as defined in Resource Calendar divided by the Organization-defined Full-Time Employee (FTE) hours per day
Event Hours (Time Series) Events Hours as defined in Resource Calendar
Event Percent (Time Series) Events Hours  as defined in Resource Calendar divided by the Organization-defined Full-Time Employee (FTE) hours per day
Remaining FTE (Time Series) Scheduled Hours to Complete divided by the Organization-defined Full-Time Employee (FTE) hours per day
Remaining FTE Percent (Time Series) Scheduled Hours to Complete divided by the Organization-defined Full-Time Employee (FTE) hours per day
Remaining Hours (Time Series) Scheduled Hours to Complete
Remaining Percent (Time Series) Scheduled Hours to Complete divided by the Resource's capacity
Scheduled Cost (Task Schedules Time Series) Scheduled  Hours multiplied by Resource's Internal Rate
Scheduled FTE (Task Schedules Time Series) Scheduled Hours divided by the Organization-defined Full-Time Employee (FTE) hours per day
Scheduled Hours (Task Schedules Time Series) Number of Hours Resource is scheduled to Task
Scheduled Percent (Time Series) Scheduled Hours divided by Estimated Hours
Scheduled Revenue (Task Schedules Time Series) Task Resource Bill Rate (from the Billing Rate section of the project) multiplied by Task Resource Scheduled Hours 
Unstaffed FTE (Time Series) Estimated FTE minus Scheduled FTE
Unstaffed Hours (Time Series) Estimated Hours minus Scheduled Hours
Unstaffed Percent (Time Series) (Estimated Hours - Scheduled Hours) divided by Estimated Hours
Roles > Scheduled Gap FTE (Time Series) (Capacity FTE) minus (Max Estimated Schedule FTE) or (Role Estimate FTE), whichever of the two is greater 
Roles > Scheduled Gap Hours (Time Series)  The number of Hours between the Resource's Capacity and the greater of either the Demand or Scheduled Hours for a period of time
Roles > Scheduled Gap Percent (Time Series) (Capacity FTE) minus (Max Estimated Schedule FTE) or (Role Estimate FTE) - whichever of the two is greater- divided by (Total Role Capacity)