View team demand

This topic describes how to view team demand from the Demand tab.

Overview

The Demand tab provides team managers with the following information:

  • The positions that request resource assignment from your team and its sub-teams.

  • Your team assignment to these positions.

Prerequisites:

You must meet the following requirements to access the Demand tab:

  • You have the Edit Resource Pools or Edit All Resource Pools access grant.

  • You are the team manager, or the manager of its parent team.

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View team demand

The Demand tab lists the positions that request resource assignment from your team and its sub-teams, for a specific time period.

Specify a time period.

The Demand tab lists the positions that have resource demand from your team and its sub-teams, for the specified period.

Total unmet demand of all the listed positions.

Information of the demand. By default, the following information is displayed:

  • Position. The position that requests resource demand from your team or its sub-teams.

  • Staffing profile. The staffing profile where the position belongs to.

  • Status. The status of the position.

  • Role. Which role the position requests for.

  • Team. The team from which the position requests resource demand

You can use the Choose columns button to display more information of the demand, such as staffing profile start period and status. For details, see Choose columns. You can also group or filter the team demand. For details, see Common UI elements.

If a position is followed by Assign buttons, it means this position has unmet demand from your team and its sub-teams. You can take appropriate actions to respond to this demand. For details, see Assign team resources.

The position's total unmet demand.

The cell color indicates the fulfillment of the position's demand. You can customize the coloring to align with your situation. For details, see Customize team coloring.

If the cell is grayed out and has no value, it means this position has no demand for the time period.

You can specify:

  • How the demand is measured, in Hours, Person Days, or FTE. For details, see Effort type.

  • How the capacity is displayed, by Week, Month, Quarter, or Year. For details, see Period type.

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View team assignments to demand

If a position has a triangle before it , it means this position has resource assignment from your team and its sub-teams.

Expand the position to view the details of each assignment: resource's name, role, team, resource type, status, and assigned effort.

You can adjust the assigned effort, remove an assignment, or change its status. For details, see Adjust allocation of an assignment and Remove an assignment or change its status.

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Next steps:

See also: