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Planview Customer Success Center

How to Evaluate Resource/Role Availability

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PPM Pro displays availability indicators to help you select resources during the allocation process. In addition, the Contours view also uses visual cues to display when a resource or nearly or fully/over-allocation for any contour interval.

Availability during allocation

Add Resource/Add Role displays all resources in your organization and their availability for the next 24 months (sorted most to least available, then sub-sorted by last name/first name).

The following describes how to interpret the availability indicators on the Add Resource and Add Role screens:

Indicator

Represents

HarveyBall_0.png

100% available (0% booked)

HarveyBall_25.png

75% - 100% available (>0% to <=25% booked)

HarveyBall_50.png

50% - 75% available (>25% to <=50% booked)

HarveyBall_75.png

0% - 25% available (>50% to <=75% booked)

HarveyBall_100.png

Fully booked (>75% to <=100%)

HarveyBall_over_100.png

Overbooked (>100%)

 

You can hover over any availability indicator to get a textual description of the resource/role availability:

harvey_balls.png

You can click on any availability indicator to get details about what the resource is working on:

allocation_info1.png

Allocation Details - Contour Panel

You can mouse-over any contour cell (for a staffed allocation) to display the availability percentage, as shown below.

availability_warning_dots.png

The percentage is for the specific resource during that time period. Availability information is calculated for the current month and forward for 2 years.

If the resource is close to being overbooked (>80% to <= 100%), a yellow indicator is displayed.

If the resource is overbooked (> 100%), a red indicator is displayed.