Visualizing Assignments

A basic task for project managers and request managers is to ensure that work items are assigned to their team members without overloading anyone. This task of balancing the assignments of all resources is called load balancing.

The Analyze Assignment Load portlet provides a tool for visualizing assignments that allows a manager to view workload sorted according to different criteria and levels of specificity, giving them better control and visibility over their resources' workload.

Figure 5-16. Analyze Assignment Load portlet shows the Analyze Assignment Load portlet, which can help a manager rapidly pinpoint areas of over- or under-allocation.

Figure 5-16. Analyze Assignment Load portlet

Table 5-14. Analyze Assignment Load portlet legend

Name

Description

Utilization

The amount of effort that has been allocated to the selected resources during the time period.

Overallocation

The amount of effort that exceeds the capacity level of the selected resources.

Capacity Level

The maximum amount of effort that can be allocated to the selected resources during the time period.

The Analyze Assignment Load portlet can be filtered according to the parameters described in Table 5-15. Analyze Assignment Load portlet - parameters.

Table 5-15. Analyze Assignment Load portlet - parameters

Field Name

Description

Preferences

Analyze Capacity from

A choice of multi-select auto-complete fields that selects the sets of resources to display in the Analyze Assignment Load page.

Possible choices: Organization Units, Resources in the Resource Pool, Resources Managed By, Resource Name, Resources on Project

If you select Resources in the Resource Pool, two additional options are available:

  • Include children resource pools. Include resources from children resource pools of the selected resource pools.

  • Limit capacity against selected resource pools. Include the capacity and scheduled effort (from staffing profiles) of resources for the selected resource pools only. If a resource belongs to more than one resource pool, the capacity and scheduled effort for only the selected resource pools are used. Scheduled effort entered in a work plan or request (effort not associated with a resource pool) is not limited.

Assignments with Workload Category

Selects assignments of a specific Workload Category to display.

Resources with Role

A multi-select auto-complete field that selects a role or set of roles to display from the sets of resources being analyzed.

Total Assignment Values for

Select to display Scheduled Effort, Actual Effort, or Scheduled and Actual Effort in the Analyze Assignment Load page.

If you are analyzing capacity from a resource pool and have selected Limit capacity against selected resource pools, only Scheduled Effort can be selected.

Time Period

Period

Sets the time period being used by the Analyze Assignment Load page.

Display __ past periods

Selects up to 20 time periods before the current date to include in the Analyze Assignment Load page. Useful for viewing historical trends.

Display __ future periods

Selects up to 20 time periods after the current date to include in the Analyze Assignment Load page.

Note: If a staffing profile is completed, future forecast and assignments (those past the finish date of the staffing profile) can be cleared and will not display in the portlet. See Clearing Future Forecast and Assignments for more information.

If large amounts of data are supplied to the portlet, there may be performance problems. Therefore, a threshold for this portlet can be specified in the server.conf file and a default value is provided for optimal performance.

  • AAL_PORTLET_MAX_RESOURCES: the maximum number of total resources. The default value is 300.

See the Installation and Administration Guide for more information about editing the server.conf file.

When the threshold is exceeded, the portlet does not display. Instead, a message containing the threshold value and current value that exceeds the threshold appear. To make the portlet display, you can edit the preferences of the portlet so that the threshold is no longer exceeded. Micro Focus does not recommend that you increase the threshold value as this may cause performance problems.

If the amount of data you need to analyze exceeds the threshold, you can export the data to Microsoft Excel. To export Analyze Assignment Load portlet data to Microsoft Excel, do the following:

  1. Select Open > Resource Management > Data Exports > Analyze Assignment Load.

  2. Set the filter criteria for export.

    An additional field is included for the filter criteria: Include Detailed Data. Select this checkbox if you want to get a breakdown of total resource capacity and workload (data displayed in the Analyze Assignment Load Breakdown table).

  3. Click Export To Excel.

The date when the snapshot was taken is included in the export.

Note: The data may not contain decimal places. Therefore, numbers such as 2.47 may display as 3.