Gant view for demand and projects

dennisandrison
Kilo Expert
4 REPLIES 4

Sean Witt
Tera Guru

Hi Dennis. I believe the closest thing to what you are looking for that is available baseline/Out of Box is the Portfolio Workbench. It has a dashboard style view with some of the data elements of a Gantt chart...but it is filtered/organized by portfolio. So you wouldn't be looking at all active demands and projects side by side, you would be checking one portfolio at a time.



You can create your own report, but the challenge there is that you are potentially merging data from two different tables (project and demand). You can create a new view (System Definition > Database Views) to get two tables on the same report. But I'm not sure that helps you in this case...seems like you would want to dump all of the demands for a given data range, plus all of the projects.



So unless I am missing something, I think you either go down the path of leveraging the Portfolio Workbench as is, and look at one portfolio at a time. Or else export your demand and project data out to Excel and do your analysis there.



You could also leverage one of the list views/modules against the Task table, like My Groups Work or My Work. Personalizing that list filter to only include active tasks where "Task type" is Demand or Project would give you a starting point. The only downside there is that you can only include the columns that exist on all task types (from the parent task table), so if there are demand or project specific data elements that you want to see, you may be out of luck. But it may be worth playing around with it to see. An example is below:



Demands_and_Projects.PNG



Sean


Thanks Sean



How do your PM see all active demand and all active projects to avoid any collisions ie 7 go lives in one week.



Dennis


Sean Witt
Tera Guru

Hi Dennis. I think your use case is different than mine, because our Project Managers are engaged on a smaller number of active projects (2-3 typically) at any given time. With that project load, keeping project details straight and accommodating or avoiding collisions is easier. We also do more work upstream (within Resource and Demand Management) so that we know the capacity and allocation of our PMs and team members before selecting and kicking off a project.



Our teams are typically smaller (3-4 people including PM) and working on shorter term engagements (10-12 weeks is our norm). At that scale, the PMs are able to leverage the Portfolio Workbench and individual work queues (My Work, My Groups Work, etc.) to manage their timelines.



So you might want to compare notes with some of the larger ITBM customers that are wrestling with bigger work queues like you...I'm guessing the answers you get back will focus a lot on the data gathered in Resource Management, since that is probably the best spot baseline/out of box to tell the story about group and individual member capacity.



Sean


Thanks Sean




I believe our PM are using Resource/Project demand. However not all parties are participating in the resource allocations.



Dennis