The Capacity Model has three sheets: Capacity Model, Project Results, and Skill Impact.
- Capacity Model - Specify model parameters and values, and create a model
- Project Results - See the impact on projects of the model as well as a range of other value types
- Skill Impact - A chart showing the skills to be reduced and/or increased by the model
For best results each assignment in your portfolio should have a required skill and each resource should have a primary skill. Assignments without a required skill are ignored by the modeling process.
The module opens up to an empty Capacity Model sheet. The user can right click to create a New model or Open an existing model. If a model has been opened previously, a default model is created with the saved model parameters from the last use.
Row Colors – Capacity Model
- Orange Rows– No resource has the highlighted skill in the highlighted node
- Light Turquoise Rows – No capacity in the colored time period for the node-skill
- Grey Org Rows– The node-skill combination is Protected. Autocalc ignores this row (the capacity is off limits)
Cell Colors – Project Results
- Cell colors have the same meaning as the Project Demand sheet for unmet demand.
Available Commands – Capacity Model
- New Model – Start again working with a new model
- Open Model – Get a saved model
- Calculate Model – Calculates the Demand Shortfall and Unutilized Capacity header rows using changes in the model rows. This is only available if a change has occurred within the model cells
- Show Capacity - Toggle to show the total capacity within the model rows
- Show Grid – Toggle to show the model rows (capacity model)
- Hide Zero Rows – Toggle hide rows with zero values
- Save Model – Save the current model rows and model specifications for later use (save to database)
- Apply Model to Capacity – Capacity is added and removed from resources in the Resource Capacity sheet according to the current model . Only available after a Calculate Model or an autocalc’d model (adjusting the Change up or down)
Available Commands – Project Results
- Open Model – Get a saved model from the database
- Show Header Rows – Toggle project header rows on/off
- Original Demand – Show the rolled up project demand (same as the Project Demand sheet)
- Original Allocation – Show allocation without capacity model changes on the Project Results sheet
- Original Shortfall – Show shortfall without capacity model changes on the Project Results sheet
- Original Allocation % Demand – Show allocation without capacity model changes versus demand percentage on the Project Results sheet
- Model Allocation – Show allocation including changes to capacity on the Project Results sheet
- Model Shortfall – Show shortfall including changes to capacity on the Project Results sheet
- Model Allocation % Demand – Show allocation including changes to capacity versus demand percentage on the Project Results sheet
- Model Difference – Show difference between allocation before the without model changes and allocation include the model changes as a rollup to projects (difference between Project Demand sheet and current model)
New Model launches the Capacity Model Options dialog. The Saved Capacity Model drop down is not visible.
The Date Range, Rollup Level, and Value Type options make up the model specification.
- Date Range: Restricts the view of the model to a subset of periods within the Start date and number of periods of the current Get Data date range. Defaults to values set the last time the Capacity Model was used. First time default is the Get Data date range.
If the current month is June and the Get Data range is two years starting with January 1 of the current year, you may want to apply your model planning only to the following year.
- Rollup Level: The resource OBS node level to which skill capacity and demand will be rolled up or summarized.
Note: The higher the level of rollup, the less the model will be consistent with the actual result when the model is applied.
- Value Type: FTE (Full Time Equivalent] capacity or cost of current capacity
The value type, Rollup Level, Start date and Number of Periods selected are saved in the user’s local ini file when the OK button is clicked. The next time the Capacity Model is launched those settings will be used by default.
- Open Model launches the Capacity Model Options dialog. The user selects a previously saved model from the Saved Capacity Model drop down.