Availability All Editions
This article describes the integrated pivot report for project, allocation and capacity data in Meisterplan.
- Comparison: Resource Utilization in the Portfolio Designer
- Available Fields
With this report you can provide information on project data as well as resource capacity and allocation. If you would like more details on project financials, use the Pivot & Charts: Financials report type.
General information about integrated pivot reports can be found in the article Integrated Pivot Reports - Overview and Templates.
If you are using the Rank Category field, allocations from projects below the Cut-Off line will not be included in the report by default. Change the filter settings for this field in order to include these allocations.
In the report's toolbar, you can configure the Allocation Unit, the Allocation Heatmap and Time Unit.
- FTE (to learn more about FTE, see the article Full Time Equivalent (FTE)).
- Days (person days as configured under Manage > General)
- Percent (%) (percentage of allocations and remaining capacity in relation to the full capacity of the role or resource)
- [Your System Currency, e.g. USD $]
When you create a new report, the default allocation unit will be that which is set in the Portfolio Designer view. The article Portfolio Designer Settings explains how to change this default.
The currency allocation unit is only available with the Access Financial Data right. When opening reports with this allocation unit without that right, the unit will change to FTE. Find more information on user rights in the Manage User Groups article.
Capacity Planning with Allocation Heatmaps
Want to know more about how Meisterplan's Allocation Heatmap Report can help you?
Check out our blog post Allocation Heatmaps for Capacity Planning.
To use the Allocation Heatmap, select Allocation as a data field in the Field Chooser and % as Allocation Unit.
- Show/Hide Color
- Configure Thresholds: Configure the over- and underallocation thresholds that define which values are highlighted in red or blue.
If you click Export to save your report as an excel file, the file will contain the Heatmap's coloring.
Comparison: Resource Utilization in the Portfolio Designer
The key resource utilization figures available in the report (Capacity, Allocation, Remaining Capacity) correspond to the graphic display in the Portfolio Designer. You can identify non-portfolio resources by using the filter option. In the report, you also have the option to group or filter allocations by whether they are Within Capacity or Over Capacity for the respective resources. Here's a comparison of the display in the Portfolio Designer and report fields:
Note: A resource's remaining capacity can be positive for the overall reporting period (ie., January to March) even if certain periods are negative (ie., February).
Field Types (Icons)
Data Field: numerical value available as a data field.
Single Filter/Grouping Field: text field available for filtering and grouping.
Composite Filter/Grouping Field: date field or OBS sub-structure available for filtering and grouping. These fields are multi-level: for dates, you can group by year, quarter and/or month. For OBS, you can group by the top level and each sub-level. OBS levels will be numbered.
Capacity and Allocation Fields
Allocation: role/resource allocation for projects in FTE, person days (d), hours (h) or percent (%), depending on your report settings.
Capacity: role/resource capacity in FTE, person days (d) or hours (h), depending on your report settings.
- The capacity of a role is the sum of the remaining capacities of all resources that have this role as their primary role. If a capacity has been entered for the role itself in the Portfolio Designer, then this capacity is added to the capacity of the role.
|Remaining Capacity of Resource 1 (R1)||Total Capacity of R1 (1 FTE) - Allocation of R1 (0.5 FTE) = 0.5 FTE||+ 0.5 FTE|
|Remaining Capacity of Resource 2 (R2)||Total Capacity R2 (0.5 FTE) - Allocation of R2 (0.3 FTE) = 0.2 FTE||+ 0.2 FTE|
|Capacity of the Role Itself||Role Capacity (0.5 FTE), Role Allocation 0.2 FTE (is not deducted from the capacity)||+ 0.5 FTE|
|Role Capacity||Remaining Resource Capacity (total)+ Role Capacity (total)||= 1.2 FTE|
- To display the total capacity of a role (sum of all resources with that primary role), group by primary role.
- Resource capacity is defined by their calendar and any capacity changes as entered in the resource pool.
Remaining Capacity: equal to capacity minus allocation; this will be negative if allocation exceeds capacity in the observed period. For roles, allocation includes unstaffed allocations. Measured in FTE, person days (d), hours (h) or percent (%), depending on your report settings.
Allocation Within Capacity: filter or group allocation values by whether they fit into a resource's capacity or not.
Project Role: filter or group data fields by the project role of allocated roles and resources.
Date: filter or group data fields by date (flat grouping field displaying the first day of the week for weekly reports, composite grouping field with year/quarter/month for monthly reports).
Availability: Some of the features described in this section are only available in the Pro and Premium Edition.
Financial Data Fields
Project Benefit: total benefit of a project (from financial events).
Project CapEx: total capital expenditure (CapEx) of a project (from financial events).
Project Net Value: total net value of a project (= total cost - benefit).
Project OpEx: total operational expenditure (OpEx) of a project (from allocations).
Project Total Cost: sum of capital expenditure (CapEx) and operational expenditure (OpEx) of a project.
Reports and Financial Data
Users without the Access to Financial Data right can still view reports that include financial fields and currencies, but these fields will not be displayed. Saving the configuration will remove those fields or currencies from this report for all users. Find more information on user rights in the Manage User Groups article.
Other Project Fields
When using one of the fields Project by Name, Project by Rank, Program by Name or Program by Rank, all resources that are not allocated to any project will be listed under Not Allocated.
Project Count: number of projects.
Project Total Allocation: sum of all resource allocations of a project.
Business Goal Name: filter or group data fields by business goals of associated projects.
Program by Name: filter or group data fields by names of associated programs. Programs are sorted alphabetically.
Program by Rank: filter or group data fields by names of associated programs. Programs are sorted by rank.
Project in Portfolio: filter or group data fields by portfolio and non-portfolio projects.
Project Cost Type: filter or group data fields by project cost type.
Project Manager: filter or group data fields by project manager.
Project by Name: filter or group data fields by project name. Projects are sorted alphabetically.
Project by Rank: filter or group data fields by project name. Projects are sorted by Rank.
Project Score: strategic project score of a project.
Rank: filter or group data fields by rank.
Rank Category: filter or group data fields by project positions relative to the must-have and cut-off lines: Above Must-Have, Below Cut-Off or Between Must-Have and Cut-Off. By default, this field filters out projects below the Cut-Off line.
Status: filter or group data fields by project status.
Custom Boolean Fields: filter or group data fields by values of custom boolean fields.
Custom Lookup Fields: filter or group data fields by lookup values of custom lookup fields.
Custom String Fields: filter or group data fields by values of custom string fields.
Start/Finish Date: filter or group data fields by project start/finish (composite grouping fields with year/quarter/month).
Project Department: filter or group data fields by project OBS (composite grouping field with all OBS levels).
Custom Date Fields: filter or group data fields by values of custom date fields (composite grouping fields with year/quarter/month).
Resource Count: number of resources that are, for example, allocated to a specific project.
City/Country/Postal Code: filter or group data fields by city/country/postal code of associated resources.
Email: filter or group data fields by email address of associated resources.
Internal/External: filter or group data fields by the External Resource property of associated resources.
Primary Role: filter or group data fields by the primary role of associated resources.
Resource Cost Type: filter or group data fields by the cost type of associated resources, which is the cost type of their primary role.
Resource Name: filter or group data fields by names of associated roles and resources.
Resource Type: filter or group data fields by role/resource types: role or resource.
Resource in Portfolio: filter or group data fields by portfolio and non-portfolio resources.
Resource Department: filter or group data fields by role/resource OBS unit (composite grouping field with all OBS levels).
Reports contain only rows and columns with at least one data entry so they remain clear and are easily understood.