Server portfolio labor resource analysis in MS Power BI

Contents:

1. Analysis of the use of labor resources of the server portfolio in MS Power BI
2. Analysis of labor costs of a project portfolio in Power BI
3. Analysis of the capacity and availability of the company's labor resources in MS Power BI
4. Set up the "Portfolio workforce analysis" dashboard in MS Power BI
5. Chat

Analysis of the use of labor resources of the server portfolio in MS Power BI

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 resource labor cost indicators. The graph displays the following indicators:

• Baseline - base resource labor costs.
• Work - planned resource labor costs.
• Actual - actual resource labor costs.
• Actula 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.
• Variance work - the difference between planned and base resource labor costs.
• Actual - actual resource labor costs.
• Actual overtime - actual overtime resource labor costs.
• Remaining work - the difference between planned and actual resource labor costs.

The following filters are used on the page:

• Filter by project portfolio, project stages, project types and projects.
• Filter by resource groups, resource types and resources.
• Period - filter by verification periods for which labor resources are assigned.

Analysis of labor costs of a project portfolio in Power BI

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 overtime costs of resources.

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 labor costs of resources.
• Variance - the difference between planned and base costs.
• Actual - actual resource costs.
• Actual overtime - actual overtime labor costs of resources.
• Remaining - the difference between planned and actual resource costs.

The following filters are used on the page:

• Filter by project portfolio, project stages, project types and projects.
• Filter by resource groups, resource types and resources.
• 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 Power BI

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 name, project name or their total capacity.

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:

• Filter by project portfolio, project stages, project type and projects.
• Filter by projects and capacity.
• Period - filter by verification periods for which labor resources are assigned.

Set up the "Analysis work by labor resources of portfolio" dashboard in MS Power BI

How to get the report in MS Power BI

1. Register or log in to this site.
2. Make a payment.
3. Download the report file.

How to customize a report in MS Power BI

1. Download MS Power BI from the link https://www.microsoft.com/en-us/download/details.aspx?id=58494.
2. Install MS Power BI (consider the bitness of your operating system).
3. Load MS Power BI and log in with your account.
4. Open the report in MS Power BI.
5. Go to the “Home” menu item and the “Transform data” sub-item.
6. Click on the “Path” item and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with the address of your server.
7. Go to the “Home” menu item and the “Update all” sub-item.
8. In the same “Home” item, click the “Close and Apply” button.