Configure the Resource Planning Page

Configure the resource planning page to view information that is important to you while building the portfolio resource plan.

To configure the resource planning page:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Resources, and then select Resource Planning.
4. Select an in-progress scenario.
5. In the Show list, display projects according to their state:
   • All Projects: All projects in the portfolio.
   • Included Projects: All projects with the Selected or Forced In state.
   • Not included Projects: All projects with the Unselected or Forced Out state.
6. Select  Grid to display time-phased work units for the roles assigned to the projects in your portfolio.

   Select  Gantt to display a graphical representation of allocation and project dates across a timeline.

7. Select  Refresh to run the portfolio filter to ensure all projects are included in the scenario. Refresh the filter on each scenario if you have multiple scenarios.
8. To configure the table:
   • Select  Settings, select Columns, Filtering, Grouping, Timescale, Spreadsheet Rows, and Formatting options, and then select Apply.

     Note: For the duration of a portfolio resource plan, the Hours per Time Period setting in  Global Admin is used to convert the hourly demand for a role to its equivalent in work days. See Configure the Time Periods Settings for how to configure this setting.

9. To view a specific date, in the Go to field, select a date.
10. In the Role Availability detail window, select  Settings to configure additional role availability information.
    • On the Filtering tab, select Show roles only for projects present in the view to only display roles for projects that are visible in the current filter. Select Show demand only for roles present in the view to filter roles from the top table that do not meet the Role Availability detail window filter parameters.
    • On the Chart Settings tab, choose Allocation Cost, Demand Cost, or Committed Cost to view time-phased role costs in the Stacked Histogram. Choose Allocation, Demand, or Committed to view time-phased role availability in the Stacked Histogram.

Tips

• Select Highlight Deficits to highlight allocation values in the table that exceed a role's availability for the time period. Select FTE to display role units in the full-time equivalent values of the timescale interval.
• Hover over bars in the Gantt view to view date information about each project.
• You can also change the timescale interval by right-clicking on the timescale in the table and selecting an option.