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Planview Customer Success Center

Capacity and Demand Role-Project

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

Cap Dem Role-Project.png

Design View Selection Comments
General

Topic: Role

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

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

  • Title
  • Projects (Specialty) > Title
  • Projects (Specialty) > Project Score
  • Projects (Specialty) > Priority

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 Role available fields add the following, noting that some fields are repeated but have different Settings:

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

Adding Background Colors:

Within the Time Series Fields area select the gear icon to edit settings for the field you want to have the background color vary:

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Select the Colors tab and the Custom colors option:

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Select an appropriate Maximum color value (this is the background color shown for % values greater than the largest 'Up to %' value in the grid below) and add New colors with 'Up to %' values. 'Up to %' is inclusive of the value, for example if you select a white color for up to 100% and a blue color for up to 75%, then values greater than 75% and up to and including 100% will have a white background. For example, for the Allocated Demand field you can select a Maximum color value of red, add an Additional Color Range Value of yellow with Up to % of 100, and an Additional Color Range Value of white with Up to % of 80:

Screen Shot 2021-11-30 at 3.04.36 PM.png

NOTE that if the field is not a percent, you will also need to provide a Measurement Field (the original field is converted to a percentage by dividing its value by the Measurement Field value).

You can add Custom colors to other fields. Or, if you'd like to use the same Custom colors across multiple fields, then configure Custom colors for one field and select "From other report field" for the Show background colors option and also the desired field for the From other report field option: 

Screen Shot 2021-11-30 at 3.18.12 PM.png

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.

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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. For example, merge the project title column with the role title column.

 

Screen Shot 2021-09-13 at 10.49.56 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 if you want the report to be available to be run from that report grids

Filters: Any role or project 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.