This section allows an Administrator to change settings for Resource and Capacity Management. Below is a definition for each of the fields.
Resource Actuals is a general input field, that should always be enabled, unless the field is populated from an external source such as PM3Time, in which case it will be disabled automatically.
If the Requires Resource Approval is enabled, then:
- the Approved columns of the Resources pages become read-only for Plan owners, updatable only by Admins and Resource Managers.
- The Request Approval button on Plan>Resources also becomes visible.
- The Admin > General > Resource Capacity Planning >Demand Column – for use in Avail columns and Capacity pages - is fixed to Approved.
Default Capacity is the usual number of days per week a person is available resource capacity-related work.
The Demand Column indicates which Plan Resource column is used to calculate Demand. 'Latest' will use the rightmost non-empty value of Budget, Forecast1, Forecast2, Forecast3, Actual.
The Capacity Portfolio is the portfolio that will be used for reference when calculating capacity figures. The capacity planning’s demand field is derived only from plans within this portfolio, and likewise any plans that are not a member of this portfolio or one of its sub-portfolios will be ignored when calculating the demand for a resource.
For each of the toggles in the Demand Workflow section, only plans with the Workflows that are enabled are included when calculating Demand.
Demand as a percentage of Availability affects the back colour of the Avail cell, the thresholds and their meanings are as follows:
- Blue (under-utilized) - anything below White level.
- White (availability) - from White to just below Amber.
- Amber (near full availability) - from Amber to just below Red.
- Red (over-subscribed) - on or above Red.