Analyze portfolio based on time-phased resource requirements

Once you have created analyses and prioritized projects, and analyzed your portfolio based on high-level cost constraints, the next step is to review your portfolio's resource requirements. After examining the project schedule and timephased resource requirements of a portfolio, a common conclusion is that many of the proposals cannot go forward without significant schedule and resource adjustments. The resource constraint analysis feature in Project Web App identifies resources for projects using role-based availability and project requirements.

Note:  This article and the videos it contains describe a typical portfolio analysis scenario. Your organization may have customized this process to meet unique business needs.

  1. On the Analysis Properties page for an analysis, under Time-phased Resource Planning, select the Analyze time-phased project resource requirements against organizational resource capacity check box.

  2. Under Planning Horizon and Granularity, choose the timeframe for the proposals in the analysis by setting the Planning Horizon Start and Planning Horizon End dates.

  3. Choose whether you want to look at monthly or quarterly data in the Planning Granularity list.

  4. Under Resource Options, choose the Role Custom Field that your organization uses, and then select any additional filters to apply.

  5. Under Project start and finish dates, choose from the following two options:

  • Use Resource Plan Utilization Settings    The project start dates and finish dates come from the resource requirement data in the proposals.

  • Custom fields    The dates are taken from the fields that you specify as the Start date and End date.

  • Click Next to continue with the analysis. When you have completed cost constraint analysis, the next step is the resource constraint analysis.

  • Review the red resource gaps, and reconcile them by:

  • Forcing proposals in or out

  • Adjusting the schedule

  • Hiring resources and incurring costs

  • Reducing resource cost rates and hiring resources without incurring costs

  • Changing your organization's resource capacity and the resource requirements of the proposals

Once you have completed these procedures, the next step is to commit your selection decisions and communicate them to portfolio stakeholders.

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