Rough estimates for capacity can be set using a canvas for portfolio items: First navigate to the funnel tab in the portfolio and click on Configure canvasses in the drop down menu on the top right of the screen. Then click + ADD CANVAS TEMPLATE Click on + ADD SEGMENT….
Using rough estimates, the manager can determine and plan portfolio items against the set skill availability: When you have added rough estimates via the canvas, they will be shown in the Capacity planning tab. The total required capacity per skill appears at the bottom of the screen. Per skill you…
You can choose to show the Capacity Planning in hours or in FTE: To do this, go to the Capacity planning tab and click on the menu at the top right behind Unit. Then select Hours or FTE. This unit applies to the (estimated) values in the planning. Availability (in…
In Capacity planning you are able to filter by skill in order to get an better insight on the planning of one or more specific skills. In the Portfolio app, go to the Capacity planning tab and click on the SKILLS button at the top right. Then select the skills…
Scenario planning can be used to investigate changes in data and the associated impact for a portfolio. Using scenarios, managers can rearrange start and end dates and durations of portfolio items and see the impact: Go to Capacity planning. Select the Scenario checkbox and choose an existing scenario or create…
If you’d like to apply multiple changes in availability and allocation of resources? This can be done in the Resource management tab in the concerning resource pool. From your home page, go to the desired OU and choose the resource pool. Then click on the Resource Management tab and select…
Keep track of the performance of a portfolio by keeping track of the progress per objective in the Objectives tab. In the overview you can quickly see which objectives need some extra attention and which objectives are going very well. It is also possible to create objectives that are only…
Add company-wide objectives by clicking on + behind of strategy. Objectives that are added here are part of a company-wide strategy. Add goals for the current portfolio by clicking on + behind this portfolio. Use this option to create a local objective. Objectives for the current portfolio can be seen…
When you use CSV with an export task, you can set the display name for headers, select values, references and people. Go to the position Import / Export via your home page . Add an export job or select an existing export job. Go to the General tab and select…
In the Project app, information from Excel can easily be copied and pasted as project information: Click on the menu in the Project planning tab and choose Import project information. Paste the desired fields from an Excel file. Choose whether the header is to be imported as a field value…
