• Resource Planning Setup and Process

    Because of the project dynamics, you get more accurate (capacity) planning from the projects. This allows, on the one hand, to feed the ‘Capacity Planning’ from the Portfolio between 3 months and 1.5 years in more detail and timeliness and, on the other hand, to give input to ‘Resource Scheduling’…

  • Capacity Planning Proces

    Figure: Process for Capacity Planning. Planning period Capacity Planning: 3 months – 3 years ahead (medium and long term) If you want insight into capacity far ahead (years), then do it from the Portfolio and by skills/teams (not individuals). You look at capacity based on global planning of portfolio items…

  • How do I set up Capacity Planning

    Figure: Process for Capacity Planning. Planning period Capacity Planning: 3 months – 3 years ahead (medium and long term) If you want insight into capacity far ahead (years), then do it from the Portfolio and by skills/teams (not individuals). You look at capacity based on global planning of portfolio items…

  • Resource Capacity Planning Concept

    Figure: The 3 levels of Resource Capacity Planning. For what purpose which FCC implementation Before Resource Capacity Planning is set up in the FCC, it is important to consider the purpose for which it will be deployed. The planning horizon is very decisive in this. Capacity Planning 3 months to…

  • New filter functionality on capacity planning tabs available

    On the skill and team capacity planning tabs in the portfolio, new filter functionality has been added. At the top of the page, the “Set Filter” button has been added. Clicking on this will open a filter panel on the left. At the top of the filter panel is a…

  • Estimated hours get the start and end date of the Portfolio item

    Estimated hours can be entered in the Portfolio. One way to do this is on the Portfolio item detail page (canvas). Example of the input option on a Portfolio item detail page (canvas). These hours are stored in the FCC as bookings of the “Coarse Estimate” type. Because these “Coarse…

  • Portfolio models available in Standard mode

    When you start a new Portfolio, it is created based on a Portfolio model. The new Portfolio thus acquires the properties defined in the Portfolio Model. Even if adjustments are later made in a Portfolio Model, these adjustments are passed on to all Portfolios created with that Portfolio Model. Portfolio…

  • New graphics segments available in the portfolio

    Graphical segments have become available with which to present data in the Portfolio. The following graphic segments are available in the Portfolio: Segments can be placed in a Portfolio on the ‘Dashboard’ and ‘Custom Layout’ tabs. Please note that these pages may only be editable through the Portfolio Model. This…

  • Reporting Milestones (plan items) in the Portfolio enabled

    In the Gantt chart of a Portfolio, so called Milestones (sub plan items) can be created under a Portfolio item. These can now also be reported in an export or template report (in Excel). Example of a Portfolio item (‘Datacenter 1’) with four Milestones (sub plan items) below it. Under…

  • Customizable detail page of log items

    It is now possible to configure the detail page of log items according to your needs. This is true in the portfolio app for the issues and risks tabs. If you go to the detail page of a log item, there is now a menu button with the Adjust Page…