This article describes how to display the resource score in the resource section of the Portfolio Designer view in Meisterplan, how it is calculated and how to switch the view between sorting by score and by name.

• General
• Displaying the Resource Score
• Resource Score Calculation
• Sorting the Resource Section by Score or by Name

General

The allocation quality for roles and resources is figured by the resource score. This helps you quickly identify the items most in need of attention. A score is calculated per row in the resource panel (role, resource or selected OBS node).

Displaying the Resource Score

You can opt to display the resource score via the Settings of the Portfolio Designer view. Like all settings, this setting can be saved in a custom view.

Resource Score Calculation

The score is an indicator for the overallocation in the next 36 months from today (if the histogram shows weekly allocations then one month represents 4 weeks). The higher the score the worse the overallocation. A score is calculated as follows:

• For each of the 36 months we calculate an aging factor of 5% so the overallocation in the months further from today will count less than the months closer to today (starting with 100%):

   aging[month] = aging[month-1] * 0.95

• For each month we calculate the ratio of the overallocation to the average capacity and the overallocation to the local capacity:

   over_allocation[month] = allocation[month] - capacity[month]
   ratio[month] = over_allocation[month] / average_capacity[month] +
      over_allocation[month]  / capacity[month]

• To achieve that continuous overallocation will have a higher score than overallocation peeks, we are taking the values in the neighbourhood into account:

   neighbourhood_weighted_score[month] =
      (ratio[month-2] / 3 + ratio[month-1] / 2 + ratio[month] +
       ratio[month+1] / 2 + ratio[month+2] / 3) * (3 / 8)

• The next step is to apply the aging factor described above:

   score[month] = neighbourhood_weighted_score[month] * aging[month]

• The resource score is the sum of the values we calculated for each month:

   Resource Score = ?score[month] (month=1-36)

Sorting the Resource Section by Score or by Name

By default, roles will be listed before resources and both will be sorted alphabetically.

With an aggregation, the roles and resources will be sorted by the role or OBS unit they belong to on the aggregation levels.

When the resource score is displayed, roles and resources will be sorted by this score, with roles and resources with a higher score displayed first.

Aggregated rows will also be sorted by their resource score which is derived from the roles and resources they contain.

As long as the resource score is displayed, you may switch between sorting by score and alphabetic sorting via the sorting button above the resource section: