Resource Planning › Role Capacity Portlet › Filtering Examples

Filtering Examples

Refer to the following examples of how you can use the Role Capacity filtering fields. For all these examples, it is assumed that a Resource OBS Type has been defined for capacity planning purposes. Accordingly, the named resources and the team member Staffing OBS all belong to the same Resource OBS Type structure. The results rendered in the portlet reflect all capacity and demand. The result is based on the logged-in access rights of the user to investments, roles, and named resources.

By Example: Filter the Capacity and Demand for an Entire Organization

Goal. The resource, project, or portfolio manager requires to see the entire organization capacity and demand not filtered by a specific OBS structure.

Required Action. Filter without selecting either a Capacity OBS or a Demand OBS and set the Include Named Resources option to Yes. The idea is not to restrict the capacity and demand results to any OBS structure.

Outcome. The capacity reflects all named resources assigned to the role. Demand reflects all team staffing requirements for the role that is, named resources and unfilled roles.

By Example: Filter the Capacity and Demand for a specific Capacity OBS for an Organization

Goal. The resource, project, or portfolio manager must see the entire organization capacity and demand filtered by a specific Capacity OBS structure.

Required Action: Filter using only a Capacity OBS, but no Demand OBS. Also, set the Include Named Resources option to Yes.

Outcome. Capacity results (named resources) are restricted to those resources who are assigned to the selected Capacity OBS. Demand results (staffing requirements) are not restricted to any OBS structure and include demand for named resources and unfilled roles. Changing the Include Named Resources option to No and re-applying the filter criteria, results limit to the staffing requirements (demand) for unfilled roles.

By Example: Filter the Capacity and Demand for a Specific Investment, Capacity OBS, and Demand OBS for an Organization

Goal. The resource, project, or portfolio manager requires to see the entire organization capacity and demand filtered by a specific investment, capacity, and demand OBS structures.

Required Action. Filter using a Capacity OBS, a Demand OBS, and an Investment OBS. Also, set the Include Named Resources option to Yes.

This example considers the following dependencies:

• Roles are defined without being assigned to a specific OBS Structure. Roles are then assigned to an Investment team with a team Staffing OBS Unit to reflect the branch (unit) of the Resource OBS structure.
• Named Resources are assigned roles.
• Named resources are assigned to a Resource OBS structure.
• Investments are assigned to an Investment OBS structure.

Outcome. The results rendered in the portlet reflect capacity of named resources assigned to the selected Capacity OBS. The demand reflects the staffing requirements that meet the selected Demand OBS criteria. The demand is restricted to the investments assigned to the selected Investment OBS.