Portfolio and resource capacity

The portfolio view rolls every project into one dashboard; capacity planning keeps the team from being over-committed.

When to use

Use the portfolio when you need to see which projects are healthy and which need attention, for example in a weekly management review. Use the workload and capacity views before you commit a person to new work or when someone says they are overloaded.

Before you start

• projects:read is enough to see the portfolio, resources, workload, and capacity.
• Reassigning work from the workload view also needs tasks:write.
• Allocating people to a project needs projects:resource_allocate.
• Only people in the Members directory appear in resources, workload, and capacity. Add people there first (see Project roles and members).
• Project Teams (/projects/teams) appear only when projects.team_management is on. It is off by default for existing companies and on for new ones.

Steps

Tips & common mistakes

• A person missing from capacity almost always means they are not in the Members directory yet.
• Logged hours fill the utilization numbers. If people do not log time, utilization will look low even when they are busy.
• Use the team view only if teams are turned on; otherwise start from the person view.
• Do not read the portfolio as a final financial statement. Use the project’s own profitability tab for profit and loss.

Related

• Project roles and members
• Reporting on delivery
• Planning a project with Gantt, budget, and risks
• Projects and tasks business flow