View team demand

This topic describes how to view team demand from the Demand tab.

Overview

The Demand tab provides team managers with the following information:

  • The positions that request resource assignment from your team and its sub-teams.

  • Your team assignment to these positions.

Prerequisites:

You must meet the following requirements to access the Demand tab:

  • You have the Edit Resource Pools or Edit All Resource Pools access grant.

  • You are the team manager, or the manager of its parent team.

View team demand

The Demand tab lists the positions that request resource assignment from your team or its sub-teams, for a specific time period.

To view team demand:

  1. Specify a time period.

    The Demand tab lists positions that have resource demand from your team or its sub-teams for the selected period.

  2. Review the total unmet demand shown for all listed positions.

  3. Review position demand details in the list. By default, the following columns are displayed:

    • Position: The position that has resource demand from your team or its sub-teams.

    • Staffing profile: The staffing profile to which the position belongs.

    • Status: (Available from version 26.3) The Status column displays the staffing profile status. By default, the Demand tab initially shows positions whose staffing profile status is Active and In Planning.

    • Role: The role requested by the position.

    • Team: The team from which the position requests resource demand.

    Use Choose columns to display additional demand information, such as staffing profile start period and status. For details, see Choose columns. You can also group or filter team demand. For details, see Common UI elements.

    If a position is followed by Assign actions, the position has unmet demand from your team and its sub-teams. You can take appropriate actions to respond to this demand. For details, see Assign team resources.

  4. Review unmet demand values for each position.

    The cell color indicates the fulfillment of the position's demand. You can customize the coloring to align with your situation. For details, see Customize team coloring.

    If a cell is grayed out and has no value, the position has no demand for that time period.

    You can configure how values are displayed:

    • How demand is measured: Hours, Person Days, or FTE. For details, see Effort type.

    • How capacity is displayed: Week, Month, Quarter, or Year. For details, see Period type.

View team and resource assignments

From the Demand tab, you can view your team assignments to position demand, and assignment details of a specific resource within the team.

Action Details

View team assignments to a position

If a position has a triangle before it, it indicates that this position has resource assignment from your team or its sub-teams.

Expand the position to view detailed assignment information, including assigned resource name, role, team, resource type, status, and assigned effort.

You can adjust the assigned effort, remove an assignment, or change its status. For details, see Adjust allocation of an assignment and Remove an assignment or change its status.

View assignment details of a resource

Click a resource's name to open the Resource Capacity with Assignments dialog box, which provides a list of assignments and total capacity for the selected resource within the current team. You can adjust the resource's assigned effort or change assignment status directly in this dialog box. For details, see Adjust allocation of an assignment and Remove an assignment or change its status.

Next steps

See also