Slice By |
A resource or work attribute can be selected as the attribute to analyze the demand (and where applicable) the capacity. |
Approval States |
Status of assignments that will be included in the demand.
Options are:
- Approved Only
- Approved and Requested
|
Effort Unit |
Unit of measure used for effort.
Options are:
|
Breakdown Effort By |
Breakdown by Week, Month, or Quarter time slices in chart or table. |
Range Start/End |
Date range that is used to determine demand and capacity returned. |
Include Demand against "Unassigned" Org Res? |
Determines whether unassigned demand is included in the report.
Options are:
Unassigned demand is any requirements from the projects in the portfolio against any org-res value that starts or ends with 'unassigned' Example:
Organizational Resources
> Active Resource Area
>> Finance
>> HR
>> IT
>>> IT-Unassigned
>>> IT-Developer
>>> IT-Project Manager
> Unassigned
>>> Unassigned - Developer
>>> Unassigned - Project Manager
>>> Unassigned - Unassigned |
Show |
Controls which charts and tables are displayed in the report.
6 Options are available for selection:
- Chart: Portfolio Summary
- Chart: Portfolio by Slicer
- Chart: Portfolio by Assignment Type
- Chart: By Attribute
- Chart: By Resource
- Table: Attribute/Resource
|
Include Out of Portfolio Demand |
This option determines whether or not resource assignments to work and standard activities that are outside the selected work portfolio/project and considered as demand and plotted as out-of-portfolio utilization.
Options are:
|
Detail Table Format |
This parameter determines the format of the detailed data table in the report. Users can select a formatted layout, with grouping either expanded or collapsed, or a plan, flat-table, format that is designed for use when exporting the report to Excel for further data analysis.
Options are:
|