Analyze Resource Pools Breakdown Table

To get a breakdown of total resource capacity viewed against load by staffing profile, click View Data Table. The Analyze Resource Pools Breakdown table, pictured in Figure 4-10. Analyze Resource Pools Breakdown table, opens in a new window.

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. Similarly, the resource allocation bars represent all staffing profiles that draw from the child resource pools.

Figure 4-10. Analyze Resource Pools Breakdown table

The Analyze Resource Pools Breakdown table can be used to obtain a more numerically precise breakdown of projected load distribution. The figures can also be exported to Microsoft Excel for further manipulation.

You can have multiple instances of this portlet on your PPM Dashboard, for keeping track of different resource pools.

Table 4-10. Analyze Resource Pools Breakdown table row descriptions

Row

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.