Capacity View Variants¶

Rillsoft Project provides several capacity views for employees and machinery. Each capacity view can also be extended with an additional chart. This article describes the variants and explains when each one is useful.

Employee Variants¶

All employee variants show capacity balancing between planned resource demand (roles or qualifications) and available resource supply (employees with matching qualifications).

Human Resource Capacity Balancing

The standard variant. It shows resource demand and resource supply per professional qualification over the project period. Use it for daily capacity balancing.

Open: Start > Capacity views > Employee

Human Resource Capacity Balancing does not only show required person-hours or person-days for employees or roles. It also shows excess or shortfall (supply minus demand) and overloads.

Visual conventions:

• person-hours or person-days of an employee in a task shown bold: the employee is already assigned to this task

• values shown bold and red: assignment conflict, for example the same employee assigned to several tasks at the same time

In this view you can:

• determine overloaded resources and the extent and causes of overloads

• display working capacity by resource role

• see how many hours of work are assigned to individual employees

• identify remaining time for additional assignments

• assign resources optimally

Human Resource Capacity Balancing, Percentage of Roles

Shows the coverage of each professional qualification as a percentage. Instead of absolute person-hours, you see to what percentage a role demand is covered by available employees.

Especially useful when:

• several projects run at the same time and overall utilization per qualification must be compared

• you need to communicate how completely a qualification profile is covered in the resource pool

Format options:

• Percentage per role shows the coverage of a professional qualification.

• Percentage of all roles shows the share of a qualification in total demand across all qualifications.

Project-Specific Human Resource Capacity Balancing

Shows capacity balancing separated by project. Use it in multiproject management when several projects use the same resource pool.

Especially useful when:

• the same employees are planned in several projects

• you need to identify which project causes the largest resource demand

• resource decisions must be justified across projects

Variants With Additional Charts¶

Each capacity view can be extended with an additional chart. The additional chart appears in the lower part of the view.

Human Resource Capacity Balancing With Additional Gantt Chart

Combines capacity balancing with the Gantt chart. You see which tasks are planned in the period and which capacity they bind.

Open: Start > Additional view > Gantt chart in a capacity view.

Especially useful when:

• a bottleneck must be assigned to a specific task or subproject

• resource decisions should be traceable directly in the schedule

• project manager and resource manager work together in one view

Human Resource Capacity Balancing With Additional Resource Diagram

Adds a resource diagram to capacity balancing. The diagram shows utilization graphically as an area chart.

Open: Start > Additional view > Resource diagram in a capacity view.

Especially useful when:

• utilization peaks should be shown graphically

• shortfall, overload, and free capacity should be communicated in one image

• reports or presentations are prepared

Machine Variants¶

Machine capacity views work like employee capacity views but relate to machine types and machinery.

Machinery Capacity Balancing

Shows machinery demand from tasks against available machines in the machinery pool. Use it for machine-critical projects such as construction, production, or manufacturing.

Open: Start > Capacity views > Machinery

Machinery Capacity Balancing With Additional Resource Diagram

Adds a resource diagram to machinery capacity balancing and enables graphical analysis of machine demand over the project period.

Open: Start > Additional view > Resource diagram in a machinery capacity view.

The resource diagram compares the demand for a machine group or type with available capacity:

• Blue bars: capacity demand of the machine group or type per time unit, as long as demand does not exceed supply.

• Green line: available number of machines per time unit.

• Red bars: shortfall where demand exceeds supply.

Additional Views Overview¶

The three additional charts can be activated in all capacity and resource views:

Activate: Start > Additional view > [chart type] in the relevant view.

Format Tab for Capacity Views¶

Each capacity view has a Format tab in the ribbon that controls the display.

Resource units

Defines how resource effort is displayed in Human Resource Capacity Balancing:

Show

Group

• Tasks in one row: condenses the display, useful with many parallel tasks

• Group by employee: combines all activities of an employee, even if the employee has several qualifications or team memberships

Decision Guide: Which Variant Should You Choose?¶

Related Topics¶

• Perform Capacity Balancing

• Structure Resource Views

• Resource Assignment