Financial Projections: Team Projections Tab

The Team Projectionstab uses data from the Team tab in combination with the project schedule to project budgeted staffing requirements for the next 24 weeks. Data is presented in full time equivalent (FTE) by week for each project phase, discipline, team role and staff member (if selected). Generic resources will be shown with an empty Employee column. Total planned effort is shown as FTEs, and provides project managers with a quick view on how planned project resources compare to existing manpower, providing clarity and insight into staffing needs.

Data grid

Following is a list of fields available in the data grid. All fields are read-only. Assignment values can be modified on the Team tab.

Data can be grouped, filtered and sorted using the column headers. This allows project managers to quickly view the available information from different perspectives.

Grouping by Team Role allows project managers to see the FTEs planned per week for each role.

Active / Opportunity

Indicates whether the effort associated with the team assignment is an active project (regular, overhead or promotional) or opportunity.

Office

The office for the project.

Project Number

The project number for the team assignment.

Project Name

The project name for the team assignment.

Phase Name

The phase name for the team assignment.

Discipline

The discipline for the team assignment.

Team Role

The team role for the team assignment.

Employee

The employee name for the team assignment. If a named resource has not been assigned, the field will be blank.

Or Similar

Indicates that the specific employee selected is not required and that an alternate person with similar skills to the person identified is acceptable.

Total Hours

The total number of hours required to complete the specific team assignment.

Probability

The probability that the project will occur. Regular, Promotional and Overhead projects are 100% probable while Opportunities will generally have a probability of less than 100%.

Assignment Starts

The start date for the team assignment as identified on the Team tab.

Assignment Ends

The end date for the team assignment as identified on the Team tab.

Weekly Columns

Weekly columns display resource assignments per week going forward 24 weeks.

For information on changing the resource assignment display values, please refer to the Show Team option below.

Additional Fields

The field chooser contains additional columns which may be added to the grid. For the Team Projections tab these columns are:

Toolbar

For information on the common options available in the toolbar, please refer to Financial Projections: Toolbar.

Show Team

The Show Team field is only available in the toolbar for the Team Projections tab. This option controls how resource assignments are displayed in the weekly columns. Select FTEs from the drop-down list to view resource assignments in FTEs. Select Hours to view resource assignments in hours.

FTEs values are shown to two decimal points.

To access this tab

Click Projections from the Reporting section of the ribbon bar Home tab, then click the Team Projections tab.