Role Demand Report

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The demand report compares upcoming demand for roles against the capacity of staff in those roles to show you when you need to hire or when you need to pursue additional work.

This report reflects capacity for the selected Default Roles. Default Roles are the primary Roles assigned to members on the Org Settings > Members > All Members tab.

Members can have additional roles assigned for informational purposes, but these non-default roles are not considered in this report. Only the member's default role determines their inclusion in the capacity calculation for this report.

Member

1. Select the role(s) you would like to view by clicking Select Roles. Click +Add Role to add new standard roles in organization settings (only admin can do this).

   Click Save after selecting the roles.

   

2. Along with the dates you would see

   The yellow line = planned time for named resources + placeholder resources.
   The grey line = that role's capacity to take on that work.

   

3. The hours on the left show total hours planned for that role and hours on the right show total hours available for that role.

   

4. Click the dates on the top to change the time frame of the report.

   

5. You can expand a role to see all members in that role and how they make up the role's overall capacity.

   

   Archived Projects will not show here.
   

6. In the top right you will the overarching hours for the roles you currently have selected.

   

Project

Allows you to view which projects are making up those planned hours for a given role.

You can expand each role to see the projects that have planned hours contributing to the role's total planned hours.

Private Project

On Member and Project tab, Work Planners with the following permissions:

• Work Planner > Can Edit > Projects they are a member of

• Work Planner > Can Edit > Projects they are a Project Manager of

can only view projects they have access to (either as a member or as a Project Manager).

Budget Managers, who inherit the Work Planner > Can Edit > All Projects permission, should always be able to see all work plans hours.

Team

Provides you with a visual overview of the demand all roles (or selected roles) have over a period of time.

The percentage displayed is now calculated using the sum of Planned Hours and Open Role Planned Hours, divided by the total Capacity. Tentative Hours are explicitly excluded from this calculation to ensure the percentage accurately reflects confirmed and planned workloads.

On the top, a summary is displayed:

• Planned – Shown in yellow, this represents the total Work Plan hours for all Roles in the organization or for selected Roles.

• Open Role – Toggles the display of Work Plans assigned to Generic Resources. Open Role hours are tentative by default and are not included in the Tentative hours for the purpose of this report.

• Tentative – Toggles the display of Tentative Work Plans. Tentative hours are displayed excluding Open Role hours.

• Capacity – Displays the total Capacity for all Roles in the organization or for selected Roles, excluding holidays.

  

• This tab defaults to displaying data for all roles in the organization, with an option to filter and view specific roles of interest.

  

• Click the button next to the select role button to view the data in bar chart or graph.

  

• Data can be viewed by hours or FTE (full-time equivalent) headcount. The FTE headcount displays demand in terms of the number of employees required to manage the current workload.

  

• Use the date filter to view Demand for the next 12 weeks or the next 12 months, ensuring if you need to hire that you have a sustained need for that new hire, or see when demand peaks.

  

  Filtering of the members and projects is completed for ALL REPORTS, and making it easy to drill down on the data you need. In the coming months you will even be able to save multiple filter settings to access various filter settings instantly!