Project Resourcing
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IntroductionProject Resourcing allows those users that are allocated the Project Portfolio Manager role to view the workloads and define the capacity of both individual stakeholders and project teams. |
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Stakeholders
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The stakeholders tab displays a list of Project Manager users and provides a choice of three views for the selected stakeholder. The first and default view is called the '2 Week Workload' view and displays project tasks assigned to the selected stakeholder in the form of a gantt chart. The second view is of Project Tasks assigned to the selected stakeholder, and the third view is of Projects the stakeholder is a member of.
2 Week Workload View
In this view, active project tasks that are assigned to the selected stakeholder are visualised in a gantt chart. Clicking on a task will open its details in a popup window. The tasks are colour coded to the project they are part of. A legend of all projects is available at the bottom of the chart. To see more information about a task without opening it, simply hover the mouse over it.
Capacity
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Filters
- Projects - Filter the gantt chart based on selected projects
Project Tasks View
In this view, active project tasks that are assigned to the selected stakeholder are displayed in a list. The total number of project tasks and the total estimated time across all of these tasks are listed at the top. The chart on the right breaks down the project tasks by rag status.
Projects View
In this view, active projects that the selected stakeholder is a member of/stakeholder in are displayed in a list. The total number of projects is listed at the top. The chart on the right breaks down the projects by rag status.
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The stakeholders tab displays a list of Project Manager users and provides a choice of three views for the selected stakeholder. The first and default view is called the '2 Week Workload' view and displays project tasks assigned to the selected stakeholder in the form of a gantt chart. The second view is of Project Tasks assigned to the selected stakeholder, and the third view is of Projects the stakeholder is a member of.
Teams
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The Teams tab displays a list of teams that have at least one Project Manager user and provides a single view for the selected team. The view is called the '2 Week Workload' view and displays project tasks assigned to the selected team stakeholders in the form of a gantt chart.
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The Teams tab displays a list of teams that have at least one Project Manager user and provides a single view for the selected team. The view is called the '2 Week Workload' view and displays project tasks assigned to the selected team stakeholders in the form of a gantt chart.
Capacity
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The Capacity tab allows the creation and modification of capacity records for both individual stakeholders and project teams. All capacity records can be modified at any time and there is an automatic audit trail to capture any changes that are made. When creating capacity records, you are required to provide the number of hours worked per week and the capacity percentage for each stakeholder. For each project team, these figures are calculated automatically. Creating these capacity records allows the system to calculate workload percentages based on the estimated time against each project task.
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The Capacity tab allows the creation and modification of capacity records for both individual stakeholders and project teams. All capacity records can be modified at any time and there is an automatic audit trail to capture any changes that are made. When creating capacity records, you are required to provide the number of hours worked per week and the capacity percentage for each stakeholder. For each project team, these figures are calculated automatically. Creating these capacity records allows the system to calculate workload percentages based on the estimated time against each project task.