The Capacity tab is a visual representation of your current staffing. This view of your resource demand includes inputs from Org Structure, Role, PIC, Project Manager, Client and more.
Keep in mind:
- Capacity uses Unhidden Employees in Project Analyzer that are Active in Deltek Vision. If they are scheduled for less than 8hrs per day in Deltek Vision, then they are counted as a partial FTE, i.e. 4hrs/day would be ½ FTE.
- Unassigned Resources are considered part of the Office to which the Project is Assigned, i.e. a project in the Northern Office that has a Senior Architect Role assigned but no Employee in that role would count as being a planned resource in the Northern Office.
- Inactive employees in Deltek Vision are treated as Unassigned Roles and the work is assigned to whichever office the project exists similar to unassigned resource.
Filtering
You can filter to the capacity chart for resources over a period of time by specific criteria such as Role. For example, you may want to view your capacity for all senior architects across your projects over the coming months.
- Click the Capacity tab.
- From the filter pane, under Role Type, tick Architect: Senior and Arch: Senior Architect.
- On the filter pane, click Apply. The dashboard now displays capacity for the selected role types.
To clear your selections, un-tick the Architect: Senior and Arch: Senior Architect boxes, or click Clear.
Capacity chart
The dashboard displays a graphical view of planned capacity across the various reporting criteria.
Reading the Capacity chart
A typical approach is to target at or above the green line and below the red line in the near term. A trend above the red line for an extended amount of time may indicate the need for additional resources.
The chart displays:
- Planned Work - Indicates the amount of work planned over a period of time. Shown in either FTEs (Full Time Equivalent – should have definition in dictionary) or in Hours, depending on the settings.
- Target Utilization Capacity - Indicates the amount of capacity (FTE) your organization has over the same period of time. Capacity is calculated as the FTE Value X the Utilization Target. For example, 1 FTE with a 65% target would be .65 FTE. If displayed in hours, 1 FTE with 40 available hours and a target utilization of 75% per week would show as 30 hours.
- Capacity - Indicates the amount of capacity (FTE) your organization would have over the period of time if we do not consider any leave and the resources work all the time.
| NOTE: All planned hours are derived from the Team tab in Project Analyzer. |