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This portlet pulls back the Availability and Allocation totals by Role between a user-specified Start and Finish Date, then the user can drilldown to look at the information for Applications. The Time Period filter allows for comparing these values across different timeframes (monthly, weekly, quarterly, annual) as desired. Other filters allow for looking at Active or Inactive Roles (or both) and including Active or Inactive Projects (or both) in the totals. -
This portlet pulls back the Availability and Allocation totals by Role between a user-specified Start and Finish Date, then the user can drilldown to look at the information for Applications. The Time Period filter allows for comparing these values across different timeframes (monthly, weekly, quarterly, annual) as desired. Other filters allow for looking at Active or Inactive Roles (or both) and including Active or Inactive Projects (or both) in the totals. -
The Capacity Planning by Role and Skill portlet displays all availability and demand in the system summarized by role. The portlet also allows the user to drill-down further into the role and separate the hours by primary skill. This portlet leverages the timeslices, and pulls availability from resources and allocation from the team records. The user is able to narrow the results by filtering on start/finish date, time period, active projects, and active resources. Using this portlet, a resource manager can quickly determine resource needs, skill needs, and overall allocation/availability of roles. -
The Capacity Planning by Role and Skill portlet displays all availability and demand in the system summarized by role. The portlet also allows the user to drill-down further into the role and separate the hours by primary skill. This portlet leverages the timeslices, and pulls availability from resources and allocation from the team records. The user is able to narrow the results by filtering on start/finish date, time period, active projects, and active resources. Using this portlet, a resource manager can quickly determine resource needs, skill needs, and overall allocation/availability of roles. -
The Capacity Planning by Role and Skill portlet displays all availability and demand in the system summarized by role. The portlet also allows the user to drill-down further into the role and separate the hours by primary skill. This portlet leverages the timeslices, and pulls availability from resources and allocation from the team records. The user is able to narrow the results by filtering on start/finish date, time period, active projects, and active resources. Using this portlet, a resource manager can quickly determine resource needs, skill needs, and overall allocation/availability of roles. -
The Capacity Planning by Skill portlet displays the capacity and demand by skill for a selected timeframe. This portlet is used to determine which skills are in high demand, being used efficiently, and how much capacity may be remaining for the time period. The portlet may be filtered by skill name, resource OBS or project OBS to narrow the results. -
The Capacity Planning by Skill portlet displays the capacity and demand by skill for a selected timeframe. This portlet is used to determine which skills are in high demand, being used efficiently, and how much capacity may be remaining for the time period. The portlet may be filtered by skill name, resource OBS or project OBS to narrow the results. -
The Capacity Planning by Skill portlet displays the capacity and demand by skill for a selected timeframe. This portlet is used to determine which skills are in high demand, being used efficiently, and how much capacity may be remaining for the time period. The portlet may be filtered by skill name, resource OBS or project OBS to narrow the results. -
No matter how hard we try, many organizations cannot pry Excel out of the hands of project and resource managers. In this class we will explore possibilities that give up the battle and embrace Excel as a great data entry tool. We will show some neat case studies on quick Excel integrations deployed at customers.

