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The Portfolio Role Capacity and Demand portlet displays a histogram by month. The histogram displays the resource and role allocation demand, grouped by investment role, for the portfolio investments and the portfolio role capacity threshold on a monthly basis. The yellow columns represent the demand for a role in the portfolio investments. The red columns represent the amount that exceeds the portfolio role capacity threshold.
If you prefer to view the portlet as numeric values instead of a histogram, you can configure the portlet to display numeric values for Capacity, Demand, and Variance. With this configuration, redlining can work for scenario comparisons as it does on the Resources tab.
The amounts in the portlet tab display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
To view this portlet, open a portfolio and click Capacity.
Note: This portlet honors the planning horizon of the portfolio; therefore, the monthly periods in the portlet are within the portfolio start and finish dates. Also, this portlet does not display aggregate hierarchical allocation demand. The portlet only displays the allocation demand of the investments directly included in the portfolio and does not calculate the aggregate demand of any child investments.
The portlet displays the following fields:
Displays the roles included in the portfolio contents that are also allocated to portfolio investments. Resources and roles allocated to investments are grouped by investment role to determine the demand in this portlet. Click a role to view the role allocations page. This is not meant to be a drill-down to display the details of the portfolio demand because the role allocations page only displays role allocations, not resource allocations, and it does not filter by the portfolio contents. If you want to view the details of the portfolio demand, refer to the portlets on the Resources tab in the portfolio.
Displays the demand/capacity histogram by investment role for investments in a portfolio.
The following portfolio aggregates appear at the bottom of the portlet:
Displays the total role demand by month for the investments contained in the portfolio.
Displays the portfolio role capacity as an average by month.
Displays the difference between the portfolio average capacity and investment demand. A negative variance value indicates that the investment demand exceeds the portfolio average capacity.
Use the portlets on the Resources tab to view resource allocation for the portfolio investments and compare it to the resource capacity.
The Resources tab includes the following portlets:
Follow these steps:
The list page appears.
The portfolio scorecard tab appears.
The portfolio resources tab appears.
Use the page-level filter to filter all portlets at once by scenario, compare to scenario, unstaffed roles, overallocated resources, status, roles, and booking status. When comparing scenarios, red-lined values indicate differences in values between scenarios.
By default, investments shown in the portlets represent approved investments in the portfolio. To include unapproved or all investments, select the status from the Status drop-down on the portfolio page-level filter.
See the Portfolio Management User Guide for more information.
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