Analysis of server labor resource availability in MS Excel

Contents:

1. Server workforce availability dashboard in MS Excel
2. Set up the dashboard "Analysis of availability of labor resources" of the server in MS Excel
3. Chat

Server workforce availability dashboard in MS Excel

The ideal situation for a company is when all labor resources are maximally loaded on projects. By hiring employees or teams or buying equipment, the company's management hopes to get the maximum effect. By underloading the company's resources, it incurs losses, since downtime will have to be paid for in any case. For additional overtime hours, you will have to pay either at increased rates or by a drop in productivity. Therefore, it is necessary to prevent underloading of resources and, when overloading occurs, optimize the use of resources. The project office together with the HR department carries out the work on analyzing resource loading. The tool that will help them with this is a dashboard in MS Excel. Data is taken from the MS Project Server server.

Since the cost of resources can be different, the information on the dashboard is provided both in hours and in money. By analyzing the data, you can estimate which resource groups or resources are maximally underloaded and how much the company loses from this.

As a result of the analysis, the project office, together with the HR department, can propose measures to optimize resource loading or optimize the company's resource pool for the existing project portfolio.

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 and their capacity.

The columns display information on the availability and cost of not using resources by month and by year.

The "Capacity by Periods" graph displays the total capacity of resources by periods.

The "Costs by Periods" graph displays the total costs of resource capacity by periods.

The following filters are used on the page:

• Resource type - filter by resource types.
• Resources - filter by resource name.
• Group - filter by resource group.
• Stage - filter by project stages and resource capacity.
• Period - filter by time periods.

Set up the dashboard "Analysis of availability of labor resources" of the server in MS Excel

How to get the report in MS Excel

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

How to customize a report in MS Excel

1. Load MS Excel and log in with your account.
2. Open the report in MS Excel.
3. Go to the “Data” menu, the “Get data” item and the “Launch Power Query editor” sub-item.
4. Click on the “Path” item and replace the line “https://studyoberemokii.sharepoint.com/sites/en/” with the address of your server.
5. Go to the “Home” menu item and the “Update preview” sub-item.
6. Go through all the steps and update the column names in the queries.
7. In the same “Home” item, click the “Close and Apply” button.