Team Projections tab
The Team Projections tab 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 either full time equivalent (FTE) by week or in total hours.
The report is shown 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.
To access this tab
On the Projections and Analysis window, click
click the Team Projections tab.
Data grid
The following fields are displayed in the data grid. All the fields are read-only. You can modify the 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.
Grouping by Team Role allows project managers to see the FTEs planned per week for each role.
| Field | Description |
|---|---|
| Active / Opportunity | Indicates whether the effort associated with the team assignment is an active project (regular, overhead or promotional) or opportunity. |
| Office | The office that project is assigned to. |
| 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 (Active) projects are typically 100% probable while Opportunities and other project types will often 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:
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.