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How to represent partial resource needs in Portfolio?


For some of our business projects, we have .5 developer or .25 of a BSA over a number of weeks. If I try to take the total hours, Portfolio condenses it into one or two weeks. The project however runs over multiple months and I need to show those people are allocated as such. How can I represent the stretched out timeline with partial resource involvement in Portfolio? 


 Today we do this in excel and my hope is I can move the management of this to Portfolio if i can solve for this use case.




1 answer

Hi Steve,

I also am thinking about this but have not go too far yet.


Have you found this page about team availability?

I am wondering about setting peoples team specific availability default to zero then using the exceptions to create allocation segments.... e.g. from date X to date Y allocate A hours per week, from date Z to date W allocate B hours per week.

Reading round it appears (though I have not tested) there is no check on over allocation of people to multiple projects.

I expect some kind of reporting and checking will be needed via the new Portfolio APIs. This all feels like quite a lot of work for what I imagine is a common need.


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