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Planview Customer Success Center

Capacity and Demand Resource-Project-Role

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

Cap Dem Resource-Project-Role.png

 

Design View Selection Comments
General

Topic: Resource

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 Resource, then Project (Specialty), then Role (Specialty), using the merge columns (Display details below) as needed.

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

  • Name: Last, First
  • Projects (Specialty) > Title
  • Projects (Specialty) > Roles (Specialty) > Title

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 Resource available fields add the following:

  • Capacity Hours (Time Series), or, Capacity FTE (Time Series)
  • Event Hours (Time Series), or, Event FTE (Time Series)
  • Allocation Hours (Allocated Roles - Time Series), or, Allocation FTE (Allocated Roles - Time Series)
  • Scheduled Hours (Task Schedules - Time Series), or, Scheduled FTE (Task Schedules - Time Series)
  • Scheduled Hours (Task Schedules - Time Series), or, Scheduled FTE (Task Schedules - Time Series)
  • Actual Hours (Time Series), or, Actual FTE (Time Series)
  • Remaining Hours (Task Schedules - Time Series), or, Remaining FTE (Task Schedules - Time Series)

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 9.52.05 AM.png

Screen Shot 2021-09-13 at 9.52.14 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 - Resource name and Project Title fields 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 Roles title column with the Projects title column, and then merge that newly merged column with the Resource name column.

 

Screen Shot 2021-09-13 at 9.57.14 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 Organization and Resource if you want the report to be available to be run from those report grids

Filters: Any resource, project, or role 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.