Create a view of workload based on in-work projects and Roles. See the figure below that uses the Matrix visual to show events in progress. (visual1.png)
Projects in work uses an Events in Progress – End of Period pattern to calculate.
The Role resources needed are based on the number of active (in work) projects using Role Load factor:
Divide the # of projects in work of a Type by the Role Load Factor for that type and SUM for all the types for this period.
The LoadingbyType table contains the load factors for each role and project type. These are maintained by the resource managers and normally loaded from a Sharepoint file so this can be updated.
The ProgramType table maps programs to type. This is also maintained online and the Project Type will eventually be a project attribute we can get from the project management tool.
The Workload table is typically pulled from a project management tool (I created a Status report of two programs to use for this example and merged in the type) and contains the Project ID, Start/End dates (actual and forecast) and project type.
I am stuck on how to bring the roles into a view that includes the events in progress. I want to add the ROLEs with the Load Calculation to the view above and feel like I am missing something – like if I just got the tables into the correct shape it would be easy to show.
Any suggestions on how to proceed?
Test.pbix (3.7 MB)