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Skills Analysis Module

The Skills Analysis module rolls up resource supply and demand from the data in the current instance of the Portfolio Data workbook and calculates allocation based on the user specified node rollup level. The report has three primary sheets and one display sheet.

A right click menu provides choices of the data type to display in the period data area. When one of the data type choices is selected, the type name is appended to the sheet title in the upper left corner of the sheet.

Node Skill Demand - Demand, Allocation, Shortfall, Allocation % of Demand by project

Project Skill Analysis - Equivalent to the Project Demand and Project Analysis sheets. Demand, Allocation, Shortfall, Allocation % of Demand by project

Project Skill Demand - Equivalent to the Effort Forecasts sheet. Demand, Allocation, Shortfall, Allocation % of Demand by project

Resources Allocated - Drill down from Project Skill Analysis, Project Skill Demand, Node Skill Demand, Resource Skill Utilization to show the resources and effort allocated by the module skill analysis algorithm.

The resources shown depend on the sheet on which the command was issued. These allocations can be multi-selected and made into resource requests or directly into assignments.

Right Click Menu Commands

Refresh Data - Reinitializes and recalculates all tables from the values in the Portfolio Data module.

Rollup - Rolls up and calculates allocation by node or by skill at the defined organization level.

Resources Allocated - Shows the resources and effort allocated by the module skill analysis algorithm.

From Project Skill Analysis, all resources allocated to the selected project.

From Project Skill Demand, all resource allocations for the selected project-node-skill combination.

From Node Skill Demand, all resource allocations of the selected node-skill combination.

Show Resources - Drills down to the resource data sheet filtered on the node and skill on the target row of the Node Skill Demand worksheet.

Hide Zero Rows - Hide rows that have no period data values.

 

Make Assignments - Creates Effort Forecast records from the records selected on the Resources Allocated sheet.

Make Requests - Creates Resource Request records from the records selected on the Resources Allocated sheet.

 

Show {Value Type} – See Command/Worksheet matrix below

Command/Worksheet Matrix

Refresh Data and Rollup commands are available at all locations; other commands are available as a function of the sheet and cell selection location. The key is:

R = Selection must be within the table range.

X = Selection can be anywhere on the worksheet.

  Project Skills Analysis Resources Allocated Project Skills Demand Node Skill Demand
Resources Allocated R   R R
Make Assignments   R    
Make Requests   R    
Show Resources       R
Show Capacity       X
Show Demand X   X X
Show Allocation X   X X
Show Shortfall X   X X
Show Allocation % Demand X   X X
Show Allocation % Capacity        
Show Demand % Capacity        

 

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