Viewing Forecasted Demand

To get a breakdown of total resource capacity viewed against load by staffing profile:

  1. Open a resource pool.

  2. In the Resource Pool page, click View Forecasted Demand. The Resource Supply and Demand for <Resource_Pool_Name> page. It displays:

    • Resource capacity of the resource pool.
    • Assigned effort provided by allocated resources or promised resources.
    • Effort demanded from the resource pool.
    • Resource capacity, assigned effort, and demanded effort by role.

    Role Description

    Named Resources

    Maximum amount of effort that can be allocated for named resources.

    Unnamed Resources

    Maximum amount of effort that can be allocated for unnamed resources.

    Total Capacity

    Maximum total amount of effort that can be allocated for named and unnamed resources.

    Total Forecast

    Anticipated demand for named and unnamed resources.a

    Soft Booked Resources

    Amount of effort provided by allocated resources that are not yet committed.

    Committed Resources

    Amount of effort provided by allocated resources that are committed.

    Soft Booked Promises

    Amount of effort provided by promised resources that are not yet committed. Viewable if the ENABLE_PROMISE_RESOURCE_ALLOCATION parameter is enabled.

    Committed Promises

    Amount of effort provided by promised resources that are committed. Viewable if the ENABLE_PROMISE_RESOURCE_ALLOCATION parameter is enabled.

    Total Assignments

    Total effort provided by allocated and promised resources that are soft-booked and committed.b

    Unmet Demand

    Amount of effort needed from unallocated resources. It is shown in different dimensions based on the setting of period type (how the time period is divided) and effort type (how effort is measured).

    Unmet Demand = Total Forecast – Total Assignmentsc

    For examples about how to use Unmet Demand Calculation in different scenarios, see Unmet Demand Calculation Sample Scenarios

    Remaining Capacity

    The available capacity of the selected resource pool.

    Remaining Capacity = Total Capacity – Total Assignments

    Breakdown by Role

    Named

    Maximum amount of effort that can be allocated for named resources for the specified role.

    Unnamed

    Maximum amount of effort that can be allocated for unnamed resources for the specified role.

    Total

    Maximum total amount of effort that can be allocated for named and unnamed resources for the specified role.

    Forecast Total

    Anticipated demand for named, unnamed, and promised resources for the specified role.

    Assigned Total

    Total amount of effort that is allocated for named, unnamed, and promised resources for the specified role.

    a.    Total Forecast is calculated based on the position associated pool calendar.
    b.   Total Assignment is calculated based on the assigned resource associated resource calendar.
        Total Assignment is also calculated based on the project’s Cost and Effort settings: If "Staffing Profile represents the work load imposed by the project" is selected, Total Assignment includes the sum of effort scheduled in the related staffing profiles. If "Work plan task assignments represents the work load imposed by the project" is selected, Total Assignment includes the sum of the effort scheduled in the related work plan.
    c.  A special case on unmet demand calculation is on the resource pool view forecasted demand page. The negative unmet (that is, an overbooking on one position) is ignored while showing unmet demand for the entire resource pool. This is because when we focus on the real unmet demand for a resource pool, we may not want the negative unmet demand for position 1 to offset the positive unmet demand for position 2 for a given period.

    Note: For parent resource pools, the capacity line includes the FTEs from all child resource pools as well, meaning all roll-up lines are included.