Resource Planning › Role Capacity Portlet › Filter by Role, Capacity, Demand, and Investment

Filter by Role, Capacity, Demand, and Investment

The Role Capacity portlet allows filtering by role name and ID, Capacity OBS, Demand OBS, and Investment OBS.

The following describes how filtering works for the different OBS filter fields:

Capacity OBS

This filter field drives the capacity aggregations based on your named resources and your Resource OBS structures, such as team OBS or Location OBS. The Capacity OBS filter calculates the capacity of named resources that belong to the selected Resource OBS. You associate a resource with an OBS from the properties page of the resource.

Demand OBS

This filter field calculates demand for the listed roles based on the following team staff member settings:

• Team staff members with a Team Staffing OBS Unit equal to the selected Demand OBS Unit.
• If a team staff member is not a member of the Staffing OBS unit, verify the resource properties for the Resource OBS type. The properties require to match with the selected Demand OBS unit.

  Note: If the Demand OBS filter field is left blank, the portlet displays all demands per other specified filtering criteria. Use the Include Named Resources drop-down with the Demand OBS to calculate demand for roles only or to include named resources.

To use Capacity and Demand OBS filtering effectively, select a single Resource OBS Type for use in modeling capacity and demand. When assigning a Resource OBS Type, use the same OBS Type for the Default Project Staffing OBS and the Staff Team Member Staffing OBS. You can use different branches of the OBS to represent capacity and demand for different areas of the company. The goal for using a Resource OBS for staffing is to be consistent when using the Resource OBS to filter both capacity and demand. Using the Staffing OBS settings at the project level and the team level allow you to see results that accurately reflect capacity and demand.

Investment OBS

This filter field restricts the capacity and demand results to those investments assigned to the selected OBS. Only team staff members for the selected investments are reflected in the resultant table.

Hide Empty Rows

This filter field allows you to filter out all roles with either capacity or demand numbers that do not match the filtering criteria. If you select this option, empty rows are hidden and only roles that have either capacity or demand that match the filter criteria are displayed.

A role is not required to belong to a specific Resource OBS of demand metrics displaying on the Capacity Planning portlets. When adding the role to a team, set the Staffing OBS on the Properties page to qualify the demand request for the role.

More information:

How to Create Resources and Roles