Resource capacity forecast

[Nadzeya]

Hello!

I'm struggling to combine the data of requested resource hours against Allocated/Confirmed/Capacity/Availability.

Very similar report could be built  in Resource Report module Allocation type but we still need to have this combination on dashboards with other reports.

Are the any OOB database view which allow combining resource  aggregates (allocated, confirmed, availability, capacity) and requested allocations?

Thank you for you answer!

[martinjanke]

Hello,

you can build your own reports based on the table resource_aggregate_monthly or the database view group_resource_aggregate_monthly.

These tables contain per user and month the capacity, availability and allocation. With correct filtering and grouping you can have charts showing availability, capacity and requested/planned resource plans per resource group.

[danieltietze]

Hi, Martin.

This does not work as described by Nadzeya. We're having the same problem. The resource_aggregate tables only contain CONFIRMED or ALLOCATED work, but not REQUESTED.

What you want in reporting is to see where all work confirmed, *plus* work requested exceeds available capacity. The way the data is broken down - with requested allocations in a different table, means you'll not get this stacked into a single bar per time unit.

Adding in "Availability" does not help, as Availability is simply Capacity minus Allocated. It also does not take into account the requested (or planned). So it's really hard to get a graph report showing TOTAL work planned versus total capacity.

Daniel