https://app.fox-plan.com/docs/en/assets/js/7663f1df.951b65fa.js

1"use strict";(globalThis.webpackChunkfoxplan_docs||=[]).push([[8348],{2488(e,r,o){o.r(r),o.d(r,{assets:()=>c,contentTitle:()=>i,default:()=>p,frontMatter:()=>n,metadata:()=>t,toc:()=>h});var s=o.cw(function(e,r){const s=o.p+"assets/images/dashboard-8ae320efc1ac6523e5e53b62082c6b64.webp";o.d(r,["A",0,s])});const t=JSON.parse('{"id":"portefeuille-de-ressource/dashboard","title":"Dashboard","description":"Dashboard of a resource portfolio \u2014 workload, capacity and overloads of the team, on the same block builder as the project and portfolio dashboards.","source":"@site/i18n/en/docusaurus-plugin-content-docs/current/portefeuille-de-ressource/dashboard.md","sourceDirName":"portefeuille-de-ressource","slug":"/portefeuille-de-ressource/dashboard","permalink":"/docs/en/portefeuille-de-ressource/dashboard","draft":false,"unlisted":false,"tags":[],"version":"current","lastUpdatedAt":null,"sidebarPosition":3.5,"frontMatter":{"id":"dashboard","title":"Dashboard","sidebar_position":3.5,"description":"Dashboard of a resource portfolio \u2014 workload, capacity and overloads of the team, on the same block builder as the project and portfolio dashboards.","keywords":["dashboard","resources","team","workload","capacity","overload","indicators","block","chart"]},"sidebar":"docsSidebar","previous":{"title":"Resource portfolio members","permalink":"/docs/en/portefeuille-de-ressource/membres-du-portefeuille"},"next":{"title":"Workload","permalink":"/docs/en/portefeuille-de-ressource/charge"}}');var d=o(4848),a=o(8453);const n={id:"dashboard",title:"Dashboard",sidebar_position:3.5,description:"Dashboard of a resource portfolio \u2014 workload, capacity and overloads of the team, on the same block builder as the project and portfolio dashboards.",keywords:["dashboard","resources","team","workload","capacity","overload","indicators","block","chart"]},i="Resource portfolio dashboard",c={},h=[{value:"The data scope",id:"the-data-scope",level:2},{value:"The dashboard shipped by default",id:"the-dashboard-shipped-by-default",level:2},{value:"Adding and configuring blocks",id:"adding-and-configuring-blocks",level:2}];function l(e){const r={a:"a",admonition:"admonition",h1:"h1",h2:"h2",header:"header",img:"img",p:"p",strong:"strong",table:"table",tbody:"tbody",td:"td",th:"th",thead:"thead",tr:"tr",...(0,a.R)(),...e.components};return(0,d.jsxs)(d.Fragment,{children:[(0,d.jsx)(r.header,{children:(0,d.jsx)(r.h1,{id:"resource-portfolio-dashboard",children:"Resource portfolio dashboard"})}),"\n",(0,d.jsxs)(r.p,{children:["The ",(0,d.jsx)(r.strong,{children:"Dashboard"}),' of a resource portfolio answers a different question from the one of a project portfolio. You are not looking at "where the budget stands", but at ',(0,d.jsx)(r.strong,{children:"who is loaded, who is overloaded, and on what"}),"."]}),"\n",(0,d.jsxs)(r.p,{children:["You reach it from the ",(0,d.jsx)(r.strong,{children:"Resources \u25b8 Dashboard"})," menu."]}),"\n",(0,d.jsx)(r.h2,{id:"the-data-scope",children:"The data scope"}),"\n",(0,d.jsx)(r.p,{children:"This is the point to grasp before anything else."}),"\n",(0,d.jsxs)(r.p,{children:["A resource portfolio contains ",(0,d.jsx)(r.strong,{children:"people"}),", not projects. Its dashboard therefore covers the ",(0,d.jsx)(r.strong,{children:"projects the team's resources are allocated to"})," \u2014 the server derives them from the allocations, exactly as it does for the ",(0,d.jsx)(r.strong,{children:(0,d.jsx)(r.a,{href:"/docs/en/portefeuille-de-ressource/charge",children:"Workload"})})," screen. Both screens cover the same population and the same set of projects: their figures agree."]}),"\n",(0,d.jsxs)(r.p,{children:[(0,d.jsx)(r.strong,{children:"Everything attached to a person is narrowed to the team's resources"}),': capacity, "by resource"\nseries, cards (owned by the team or allocated to it) and task tables. Without this, a "Work by\nresource" series would have listed everyone working on those projects \u2014 the team among others.']}),"\n",(0,d.jsxs)(r.p,{children:["What is attached to a ",(0,d.jsx)(r.strong,{children:"project"})," \u2014 budgets, weather, progress \u2014 covers the whole set of projects\ninstead: those are the figures of those projects, not of the team."]}),"\n",(0,d.jsx)(r.p,{children:"The resource portfolio shown is the one selected in the top bar, as on the other screens of the Resources section."}),"\n",(0,d.jsx)(r.h2,{id:"the-dashboard-shipped-by-default",children:"The dashboard shipped by default"}),"\n",(0,d.jsxs)(r.p,{children:["A brand-new team does not open on a blank page: as long as its dashboard is empty, it displays the ",(0,d.jsx)(r.strong,{children:"shared favorite"}),' "Team dashboard (default)", shipped to every workspace (see ',(0,d.jsx)(r.strong,{children:(0,d.jsx)(r.a,{href:"/docs/en/parametres/acces-utilisateurs#default-dashboards",children:"Default dashboards"})}),"):"]}),"\n",(0,d.jsx)(r.p,{children:(0,d.jsx)(r.img,{alt:"Resource portfolio dashboard",src:s().A+"",width:"1440",height:"900"})}),"\n",(0,d.jsxs)(r.table,{children:[(0,d.jsx)(r.thead,{children:(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.th,{children:"Block"}),(0,d.jsx)(r.th,{children:"Type"}),(0,d.jsx)(r.th,{children:"Content"})]})}),(0,d.jsxs)(r.tbody,{children:[(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Number of projects"})}),(0,d.jsx)(r.td,{children:"Indicator"}),(0,d.jsx)(r.td,{children:"The volume of projects covered"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Number of resources"})}),(0,d.jsx)(r.td,{children:"Indicator"}),(0,d.jsx)(r.td,{children:"The team members allocated to at least one task"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Planned work"})}),(0,d.jsx)(r.td,{children:"Indicator"}),(0,d.jsx)(r.td,{children:"In man-days, over the current year"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Actual work"})}),(0,d.jsx)(r.td,{children:"Indicator"}),(0,d.jsx)(r.td,{children:"In man-days, over the current year"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Forecast work"})}),(0,d.jsx)(r.td,{children:"Indicator"}),(0,d.jsx)(r.td,{children:"In man-days, over the current year"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Resource staffing"})}),(0,d.jsx)(r.td,{children:"Classic block"}),(0,d.jsx)(r.td,{children:"One card per team resource: work / capacity, with an alert past capacity"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Work by resource"})}),(0,d.jsx)(r.td,{children:"Stacked bars"}),(0,d.jsx)(r.td,{children:"Monthly workload, broken down per person"})]}),(0,d.jsxs)(r.tr,{children:[(0,d.jsx)(r.td,{children:(0,d.jsx)(r.strong,{children:"Work by project"})}),(0,d.jsx)(r.td,{children:"Classic block"}),(0,d.jsx)(r.td,{children:"The team's workload, broken down project by project"})]})]})]}),"\n",(0,d.jsxs)(r.p,{children:["This dashboard is yours: every block can be renamed, moved, reconfigured or removed, and others added. Changes are saved on the resource portfolio and are therefore ",(0,d.jsx)(r.strong,{children:"visible to all of its members"}),"."]}),"\n",(0,d.jsx)(r.h2,{id:"adding-and-configuring-blocks",children:"Adding and configuring blocks"}),"\n",(0,d.jsxs)(r.p,{children:["The builder is the same as everywhere else \u2014 three-step wizard (block type \u2192 data \u2192 peri

1od), in-place renaming, drag and drop to reorder. See the ",(0,d.jsx)(r.strong,{children:(0,d.jsx)(r.a,{href:"/docs/en/gestion-de-projet/dashboard",children:"Project dashboard"})})," for the details."]}),"\n",(0,d.jsxs)(r.p,{children:["The ",(0,d.jsx)(r.strong,{children:"Resource staffing"})," block offers three representations, through the three icons in its header: ",(0,d.jsx)(r.strong,{children:"cards"}),", ",(0,d.jsx)(r.strong,{children:"chart"})," and ",(0,d.jsx)(r.strong,{children:"table"}),". The selector to its left chooses the grouping axis: by resource, by department, by team, by position, by profile or by company."]}),"\n",(0,d.jsx)(r.admonition,{type:"tip",children:(0,d.jsx)(r.p,{children:"To compare two teams, create one favourite per team: the dashboard is saved on the portfolio, but favourites let you keep several layouts."})}),"\n",(0,d.jsx)(r.admonition,{type:"tip",children:(0,d.jsxs)(r.p,{children:["The ",(0,d.jsx)(r.strong,{children:"Cards progress"}),", ",(0,d.jsx)(r.strong,{children:"Cards burn down"})," and ",(0,d.jsx)(r.strong,{children:"Risk matrix"})," blocks are available here too: they then cover the cards and risks of the projects the team works on."]})})]})}function p(e={}){const{wrapper:r}={...(0,a.R)(),...e.components};return r?(0,d.jsx)(r,{...e,children:(0,d.jsx)(l,{...e})}):l(e)}},8453(e,r,o){o.d(r,{R:()=>a,x:()=>n});var s=o(6540);const t={},d=s.createContext(t);function a(e){const r=s.useContext(d);return s.useMemo(function(){return"function"==typeof e?e(r):{...r,...e}},[r,e])}function n(e){let r;return r=e.disableParentContext?"function"==typeof e.components?e.components(t):e.components||t:a(e.components),s.createElement(d.Provider,{value:r},e.children)}}}]);