Server portfolio labor resource analysis in MS Excel
Contents:
- Analysis of the use of labor resources of the server portfolio in MS Excel
- Analysis of labor costs of a project portfolio in MS Excel
- Analysis of the capacity and availability of the company's labor resources in MS Excel
- Set up the "Portfolio workforce analysis" dashboard in MS Excel
- Chat
Analysis of the use of labor resources of the server portfolio in MS Excel
An extension of the classic dashboard for planning and using labor resources in a project portfolio is a dashboard where we also analyze data on employees, teams and equipment of the company involved in projects. Using the labor resources type, you can describe all resources that are limited by the time of use. The dashboard analyzes both labor costs, costs and resource availability for loading.
The dashboard solves the following tasks:
Assessment of the quality of planning of labor resources (employees, teams and equipment).
Assessment of the quality of use of labor resources (employees, teams and equipment).
Analysis of the availability (underloading and overloading) of the company's corporate labor resources.
On the "Work" dashboard page, you can analyze the quality of resource planning and use based on labor cost indicators. By comparing planned and actual indicators, we evaluate the quality of labor resource planning in projects.
The graph shows the indicators of resource labor costs. The graph displays the following indicators:
- Baseline - basic resource labor costs.
- Work - planned resource labor costs.
- Actual - actual resource labor costs.
- Actual overtime - actual overtime resource labor costs.
The table contains the following fields: resource type (resource group) and resource name.
The columns display the following indicators.
- Baseline - base resource labor costs.
- Work - planned resource labor costs.
- Overtime - planned overtime resource labor costs.
- Veriance - difference between planned and base labor costs.
- Actual - actual resource labor costs.
- Actual overtime - actual overtime resource labor costs.
- Remaining - difference between planned and actual resource labor costs.
The following filters are used on the page:
- Resource Type - filter by types of company labor resources.
- Resources - filter by names of labor resources.
- Group - filter by groups of company labor resources.
- Portfolio - filter by portfolios.
- Stage - filter by project stages.
- Period - filter by verification periods for which labor resources are assigned.
Analysis of labor costs of a project portfolio in MS Excel
On the "Cost" dashboard page, you can analyze the quality of resource planning and use based on cost indicators. By comparing planned and actual indicators, we evaluate the quality of labor resource planning in projects.
The graph shows resource cost indicators. The graph displays the following indicators:
- Baseline - base resource costs.
- Cost - planned resource costs.
- Actual - actual resource costs.
- Actual overtime - actual costs for overtime resource labor.
The table contains the following fields: resource type (resource group) and resource name.
The columns display the following indicators.
- Baseline - base resource costs.
- Cost - planned resource costs.
- Overtime - planned overtime costs of resources.
- Variance - the difference between the planned and base costs.
- Actual - actual resource costs.
- Actual overtime - actual overtime costs of resources.
- Remaining - the difference between the planned and actual resource costs.
The following filters are used on the page:
- Resource Type - filter by types of company labor resources.
- Resources - filter by names of labor resources.
- Group - filter by groups of company labor resources.
- Portfolio - filter by portfolios.
- Stage - filter by project stages.
- Period - filter by verification periods for which labor resources are assigned.
Analysis of the capacity and availability of the company's labor resources in MS Excel
The Capacity dashboard page provides information on the use of labor resources in projects and their availability for projects. Resource labor costs in projects are presented with a positive sign, and availability with a positive sign. Thus, availability values \u200b\u200breflect the number of hours by which the resource is underloaded (value with a positive sign) or overloaded (value with a negative sign).
The table rows display the following information: Resource type, resource name, project name, and overall availability.
The columns display information on resource availability by month and by year.
The graph displays resource capacity by periods.
The following filters are used on the page:
- Resource type - filter by types of company labor resources.
- Resources - filter by names of labor resources.
- Group - filter by groups of company labor resources.
- Period - filter by periods of verification for which labor resources are assigned.
- Projects and Capacity - filter by projects and overall resource capacity.
Set up the "Portfolio workforce analysis" dashboard in MS Excel
How to get the "Portfolio workforce analysis" report in MS Excel
- Register or log in to the site.
- Make a payment.
- Download the report file.
How to customize a report in MS Excel
- Load MS Excel and log in with your account
- Open the report in MS excel
- Go to the “Data” menu, the “Get data” item and the “Launch Power Query editor” sub-item
- Click on the “Path” item and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with the address of your server.
- Go to the “Home” menu item and the “Update preview” sub-item.
- Go through all the steps and update the column names in the queries
- In the same “Home” item, click the “Close and Apply” button
Author: Ivan Oberemok
