Use the utilization charts option to review overall capacity vs. demand (sum of the allocations).


Note: This article refers to projects. Depending on your configuration, you may see alternate terminology used in your environment.



Current month allocation data will include all allocation data for the month (complete and remaining). 

Current month capacity data will include all capacity for the month. 


Any allocations that are not assigned to a role, resource or project are not included.


Allocations for excluded projects or work below the cut off line is not included in the allocations or utilization calculation.





Capacity levels are indicated in green. Demand is indicated using vertical bars. Demand bars higher than capacity mean demand exceeds capacity for the month.




Capacity can also be represented by bars. Use the the chart fill option to choose how capacity is represented.





However over a bar segment to understand the capacity, allocations and availability.






The bottom grid provides a summary of the capacity and demand.





When viewing by role or team, swap the bottom grid to view allocation or availability data for the role or team.









View by project, role or team


Choose how you want data summarized in the chart - by project, by role or by team.




Highlight colors


If you have set custom colors for your projects, roles and teams, you can choose to display the custom color in the charts.



Additionally, choose if you want the charts to always display color coding.









Days or FTE


View the data in days or FTE.




Select a scenario


Select the scenario you want to chart.





Filtering


You can filter the data by using portfolio, project, role or team filters.


  • If you choose to not filter a project in, demand for the project will be excluded from the charts.


  • If you filter a portfolio in, only demand for the projects in the portfolio will be included in the charts.


  • If you exclude a role or team, demand and capacity for resources in the role or team will be excluded.






Stack the bars

In the by project view, the bars can be stacked using project level data and custom fields.


  • Select the project section.


  • Select the cog to configure the fields to be displayed.


  • Select a field heading to choose which field is to be used for bar stacking.