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Planview Customer Success Center

Resource Management Dashboard

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When designing your own Resource Management Dashboard, ask yourself and your intended audience what is most important to understand about the people and roles performing the work for your organization, and then create a dashboard with reports that will provide this information. The dashboard below is a sample summary of resource and role visualizations, including employee type breakdown, capacity versus demand or allocations versus actuals, costs by role, demand by project type, and project allocated hours; feel free to use it as a starting point and add other reports as helpful. Remember to include drill downs on individual reports for access to more details as appropriate.

res mgmt 1.png

res mgmt 2.png

 

Design View Selection Comments
General

Title: <enter a meaningful title>

 

 
Content (general)

Search or browse for the reports you want to add to the dashboard, then either drag and drop into the Preview area, or select and click the Add button. Once they appear in the Preview pane, click and drag to rearrange or hover and click a bottom corner to resize.

For the specific Content reports listed below, ideally you will be able to identify corresponding fields to match the spirit of each report visualization you want to include on your own dashboard. If you do not have one or more fields, you can add them to your relevant entity details (standard fields, user defined fields, or calculated fields) and bulk edit or data import to provide field values as appropriate.

 

Content report - Employee/Contractor Ratio (Donut)

Emp-Cont ratio.png

This is similar to the Project Logs donut report recipe, except for:

  • General - choose Topic 'Resource'

  • Data - choose

    • Group By: Resource > Type

    • Values: Resource > Count

  • Variable Settings - choose Organization (if anything)

  

Content report - Capacity vs Allocation (Combination: Area, Column, Line)

cap vs allocation.png

 This is the Resources - Allocated vs Capacity Hours Time Series report recipe, with appropriate Time Series option selections in Variable Settings.  

Content report - Capacity vs Allocation by Role (Combination: Area, Column, Line)

role cap vs dem.png

This is similar to the Portfolio Budget and Projects report recipe, except for:

  • General - choose
    • Topic: Role
    • Specialty: Time Series

  • Data - choose

    • Left Axis Column: Allocation Hours (Time Series)

    • Left Axis Line: Capacity Hours (Time Series)

  • Variable Settings - choose appropriate Filters and Time Series

  

Content report - Cost by Role (Pie: Basic)

cost by role.png

 This is the Allocated Cost by Role report recipe.  

Content report - Allocation vs. Actual Hours (Combination: Area, Column, Line)

alloc v act hours.png

This is similar to the Resources - Allocated vs Capacity Hours Time Series report recipe, except:

  • General - choose Topic 'Allocated Role'

  • Data - choose

    • Left Axis Column: Actual Hours (Time Series)

    • Left Axis Line: Allocation Hours (Time Series)

  • Variable Settings - choose appropriate Filters and Time Series

  

Content report - Allocated Hours by Project Type (Donut)

dem by proj type.png

This is similar to the Project Logs report recipe, except:

  • Data - choose
    • Group By: Type (or Category)
    • Values: Labor Hours 
  

Content report - Allocated Hours by Project (Bar: Basic)

alloc hrs by proj.png

 This is the Allocated Hours by Project report recipe.  
Display and Preview

Provide a Container Title if you'd like specific text to appear on the dashboard title bar.

Select to Show run/published as and date information at bottom to help users understand who the dashboard is viewed as and at what time. This is particularly helpful for published dashboards that are initially run as the dashboard publisher at an earlier day/time.


To adjust any dashboard report's headings or variable settings (such as filters) without impacting the original report, within the Preview area select the actions menu in the upper right corner of the report:

actions.png
Scope

Scope: Organization

 

If you want to allow the user to change to a different Scope when viewing, select the checkbox for Allow changing scope When viewing.

Selecting the 'Organization' Scope will cause this dashboard to be available on the Organization dashboard grid so it can be run from there. Select other entity grids you'd like this dashboard to be available from as well.

If you would like this dashboard to be available for selection from users' Home/Overview section, select Home Overview.