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Planview Customer Success Center

Capacity and Demand Project-Role-Resource

Shows a capacity and demand report with levels of project, role, and resource, for allocated hours/FTE (demand, staffed, unstaffed) and scheduled hours/FTE (demand, staffed, unstaffed):

Cap Dem Project-Role-Resource.png

 

Design View Selection Comments
General

Topic: Project

Specialty: Time Series

Type: List: Time Series

Title: <enter a meaningful title>

 

Note that for reporting on capacity and demand with time series data, the List: Time Series is the best report type to use, especially with the merge columns capability.

Data

Note that the '(Specialty)' field path is absolutely needed to arrive at the levels of first Project, then Role (Specialty), then Resource (Specialty), using the merge columns from Display details below as needed.

List Fields: Add whichever of the following project and others would be of value, such as:

  • Title
  • Roles (Specialty) > Title
  • Roles (Specialty) > Resources (Specialty) > Name: Last, First
  • Start Date
  • Target Date
  • Priority
  • Project Score

Time Series Fields: Only available fields that have a time series indicator appended to their titles - such as '(Time Series)', or '(Allocated Roles - Time Series)' - should be added to this section (hint: search Available Fields list for 'time series'). From the Project available fields add the following, noting that some fields are repeated but have different Settings:

  • Allocation Hours (Allocated Roles - Time Series), or, Allocation FTE (Allocated Roles - Time Series)
    • Change data field label to "Alloc Demand"
  • Allocation Hours (Allocated Roles - Time Series), or, Allocation FTE (Allocated Roles - Time Series)
    • Change data field label to "Alloc Staffed"
    • Change field setting to "Staffed"
  • Allocation Hours (Allocated Roles - Time Series), or, Allocation FTE (Allocated Roles - Time Series)
    • Change data field label to "Alloc Unstaffed"
    • Change field setting to "Unstaffed"
  • Estimated Hours (Task Roles - Time Series), or, Estimated FTE (Task Roles - Time Series)
    • Change data field label to "Sched Demand"
  • Scheduled Hours (Task Schedules - Time Series), or, Scheduled FTE (Task Schedules - Time Series)
    • Change data field label to "Sched Staffed"
  • Unstaffed Hours (Time Series), or, Unstaffed FTE (Time Series)
    • Change data field label to "Sched Unstaffed"

To change the data field Display Name or Display Data As, for example from "0,000.00" to "0,000", within the List Fields or Time Series Fields area titles select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field options.

Screen Shot 2021-09-13 at 9.21.16 AM.png

Screen Shot 2021-09-13 at 9.20.53 AM.png

Display

Configure desired options within the Display tab, such as:

  • Headings - Wrap Column Titles
  • Data - Show zero values: Do not include in report
  • Sorting - Linked to Portfolio field with Group By: Group
  • Drill Down - Project Title field to Entity

Within the Preview pane, to merge columns similar to how the Capacity & Demand user interface reports appear, select a column's options menu and "Merge with Column on Left" to merge it with its left neighbor column. Tip: To merge multiple columns, it is best to start with the furthest right column and merge one by one to each neighboring column on the left. For example, merge the resource name column with the roles column, and then merge that newly merged column with the project title column.

 

Screen Shot 2021-09-13 at 9.31.51 AM.png
Variable Settings

Set desired Time Series options, providing filters and dates as possible to reduce the time it takes to render the report, such as:

Scope: Select Portfolio and Project if you want the report to be available to be run from those report grids

Filters: Any project, role, or resource filters

Time Series: Select a Frequency and Date Range appropriate to your report needs

If you would like to allow changing Filters or the Time Series selections before running the report or when viewing the report, select the 'Allow changing' checkbox options for each.