Staffing Projections tab

The Staffing Projections tab lets project managers track labor utilization to determine if resources are assigned efficiently.

To access this tab

On the Projections and Analysis window, click the Staffing Projections tab.

What does it display?

The Staffing Projections tab displays named resource information and breaks out resource assignments by week across all projects (regular, overhead and promotional) as well as any opportunities that have been planned.

Colors provide quick visual indicators as to whether a resource is over or under assigned in a given week. For example, over assigned resources are highlighted in red, while under assigned resources are highlighted in green.

You can configure over and under assignment thresholds and highlight colors using the General Settings tab in System Configuration.

Data grid

The following fields are displayed in the data grid. All the fields are read-only. You can modify assignment values using 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. The default configuration is described below.

Note: You may see different fields due to your individual user settings.

Field	Description
Employee	The employee name. Values are imported from the accounting system. The grid also includes a row for hours not yet assigned to a named resource. Not Yet Assigned appears in the Employee column as the top row in the grid.
Office	The office to which the employee is assigned. Values are imported from the accounting system.
Discipline	The discipline associated with the employee's role.
Available	The number of hours available per employee for a typical one-week period. Available Hours are configured on the General Settings tab in System Configuration and can come from the accounting system's record for the employee or be a flat number for all employees. Total Available Hours are shown as FTEs. FTE values are shown to two decimal points.
Target	The amount of time that an employee should be actively engaged in a project. Expressed as a percentage of the available hours. The Target value comes from the Expected Hours value set on the General Settings tab in System Configuration and can come from the accounting system's record for the employee or be a flat number for all employees.
Supervisor	The employee's supervisor. Values are imported from the accounting syste.
Weekly Columns	Weekly columns display resource assignments per named resource per week going forward 24 weeks. Totals for each weekly column are shown as FTEs. FTE values are shown to two decimal points.

Additional Fields

The field chooser allows you to add additional columns to the grid. For the Staffing Projections tab these columns are:

Field	Description
View Assignment Details	Each employee row in the main data grid represents the total assigned hours per employee across all projects. Project managers can view detailed assignments for any employee listed by clicking the plus sign to the left of their name. The following information is available when viewing assignment details.
Active / Opportunity	Indicates whether the assignment is part of an active project or an opportunity. The check-box is selected for active projects.
Office	The office to which the project belongs.
Project Number	The project number for the assignment.
Project Name	The project name for the assignment.
Phase Name	The phase for the assignment.
Team Role	The team role required on the project for the selected phase as assigned on the Team tab of that project plan.
Or Similar	When selected, this column indicates that the specific employee selected is not required and that an alternate person with similar skills to the person identified is acceptable. This can be helpful when resolving assignment conflicts.
Start Date	The start date of the assignment.
End Date	The end date of the assignment.
Probability	The probability that the project will occur. Regular, promotional and overhead projects have a probability of 100%. Project managers assign a probability to opportunities on the Contract / Fees tab.