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• PDWare Portfolio Topics
  • New Features in 6.0
    • Resource Row Totals
    • Using Display Candidates
    • Find Candidates Command
    • Search "All Resources"
    • Controlling Field Visibility
  • Key Definitions
    • Key Definitions
    • Resource Manager
    • Resource Assignment
    • Resource Demand
    • Allocation
    • Context Dependent
  • PDWare Portfolio Overview
    • PDWare Portfolio Overview
    • PDWare Portfolio Characteristics
    • PDWare Portfolio Architecture
  • Getting Started
    • Login Portfolio
    • Get Data Dialogue
  • Basic Application Characteristics
    • Commands
      • Basic Commands
      • Menu Bar
      • Toolbar
      • Right Click Menus
    • Basic Filtering
    • Sorting - Basic
    • Column Controls
      • Format Column Command
      • Displaying Selected Columns
    • Export Active Sheet
    • Module Navigation
  • Defining Projects
    • Project Data Sheet
    • Creating Projects
    • Edit Project Dialog
    • Deleting Records
  • Defining Resources
    • Resource Data Sheet
    • Creating Resources
    • Set Resource Capacity
    • Edit Resource
  • Defining Assignments
    • Effort Forecasts Sheet
    • Defining “Demand” in PDWare
    • Insert Assignments
      • Insert Assignment Dialog
      • Skill Assignments
      • Non-Labor Assignments
      • Edit Assignment
        • Edit Assignment
        • Change Resource Assignment to Skill Assignment with a Different Resource Node
  • Saving Data
  • Paste-Import
  • Resource Analysis
    • Resource Filtering
    • Resource Utilization Sheet
  • Replace Assignment
    • Replace Assignment
    • Resource Utilization Report
  • Responding to Requests
  • Cutomizing Sheet Views
    • Define View
    • Using Views
    • Modifing Views
  • Menu Structure
• PDWare Advanced Topics
  • Resource Baselines and Actuals
    • Resource Baselines and Actuals
    • Rights Required for Saving Data
    • Select Values for Sheet Display
    • Capture Resource Actual Effort
    • Set a Project Phase Baseline
    • Capture Forecast as Baseline
    • Save Baselines
    • Display Historical Baselines
    • Chart Baseline/Forecast/Actuals
  • Portfolio Analysis Module
    • Portfolio Analysis Module
    • Prioritized Resource Analysis
    • Project Analysis Sheet
      • Project Analysis Sheet
      • Drill Down Filtering
    • Project Priority Sheet
      • Conflict Analysis
      • Resource Conflict Analysis
      • Resource Conflict Highlighting if Target has Skill Assignments
      • Scenarios
        • Scenarios
        • Capturing Scenarios
        • Comparing Scenarios
  • Tools>Options, Filter Options
  • Modify Demand-Allocation Analysis
    • Committed Assignments
    • Convert Effort to Skill Assignment
    • Resource/Skill Allocation Analysis
      • Allocation Analysis of Skill Demand
      • Allocation Calculation
  • Insert, Replace Assignment Adv. Features
  • Dynamic Report Modules
    • Hierarchy Modules
      • Hierarchy Modules
      • Label Right Click Command Summary
      • Outlining
      • Resource Hierarchy Report
    • Skills Analysis Module
  • Customizing Views and Reports
    • Customizing Sheet Views
    • Defining and Using Reports
    • Using User Defined Reports
    • Optional Project Fields
      • Optional Project Fields
      • Current Phase
      • Non-Labor Categories
      • Non-Labor Values
      • Skill Values
      • Attrition
      • Formula Fields
    • Map Project Optional Fields
    • Optional Fields on a Project Custom Report
    • Formula Fields
    • Calculated Summary Fields
    • Map Resource Optional Fields
  • Reporting
    • Reporting
    • Report Descriptions
    • Export PDW Tables
    • Project Custom Report
    • Product Development Pipeline
    • Time To Market
    • Project Resource Snapshot
    • Cash Flow Charts
    • Cost Shale Charts
    • Portfolio Dashboard
  • Filtering
    • Filter Menu
    • Advanced Filtering
    • Overutilization Filter
    • Underutilization Filter
    • Show Shortfall Only
    • Set Priority Filter
    • Remove Priority Filter
    • Changed Record Filter
    • Hide External Projects
    • Hide External Resources
    • Remove Sheet Filter
    • Remove All Filters
    • Reset Filter Options
  • Resource Planning Templates
    • Functional Description
    • Resource Planning Template
  • Advanced Database Topics
    • Advanced Database Topics
    • Advanced Data Retrieval
    • Saving PDW Files Locally
      • Saving PDW Files Locally
      • Simulated Off-Line Operation
      • Work Off Line
      • Work On-Line
• Project Manager Topics
  • Project Manager Topics
  • Adjusting Project Demand
  • Resource Request Process
    • Resource Request Process
    • Requesting Resources
      • New Requests
      • Update Requests
    • Request Module
      • Request Module
      • Request States
      • Requests by Me
      • Finding Request Approvers
  • Project Status
    • Using the Status Module
    • Status Entry
    • Status History
    • All History Sheet
    • Phase and Milestone Charting
    • Optional project milestones
    • Controlled Status Fields
    • Submitting Status from Project Data
    • Status Optional Field Types and Behaviors
  • PDWare Portfolio Scheduler
    • PDWare Portfolio Schedule Planner
    • Task Level Planning
      • Scheduler Process
        • Scheduler Features
        • Gantt
        • WBS (Entry)
        • Task Usage
        • Work (Task Assignments)
        • Team (Resource Availability)
        • Scheduler Commands
        • Scheduler Menu Commands
        • Right Click Commands
        • Right click period value commands on sheet Task Usage
        • Right click period value commands on sheet Team
        • State and % Complete
        • WBS Field Definitions
      • Using the Scheduler Module
      • Entering Tasks_
        • Entering Tasks
        • Enter sub-tasks / milestones
        • Dates and Duration
        • Changing Task to Milestones
      • Create WBS structure
      • Enter Dependency Relationships
        • Enter dependency relationships
        • Dependency Link Toolbar Button
      • Creating the Resource Plan for a New WBS Project (1)
        • Team Members Defined by Resource Managers
        • Project Manager Adds Team Members
      • Create task assignments
      • Analyze work required versus resource availability
      • Define work effort for tasks
      • Convert task work to team forecast
      • Save-Request Effort
      • Request the resource plan
    • Use Cases
      • Create and Schedule Tasks
        • Open the Scheduler module
        • Dates for Phases/Milestones
        • Sub-tasks / Additional Milestones
        • Create WBS Structure
        • Dependency Relationships
        • Schedule the Project
      • Create a Resource Plan
        • Define the team
        • Create task assignments
        • Define work effort for tasks
        • Analyze work required versus resource availability
        • Convert task work to team forecast
        • Save-Request Effort
      • Create the Work Plan with Skill Requests: Staff the tasks using Resource Manager Responses
        • Define the team
        • Create task assignments
        • Request the resource plan
        • Exit Scheduler and wait for Resource Manager Response
        • Examine the Assignments on the PDWare Effort Forecast Sheet
        • Replace task skill assignments with resource assignments
    • Action Summary
      • To create new tasks
      • To link tasks in predecessor-successor relationships
      • To request a resource for your project team
      • To request a resource be removed from your project team
• Capacity Module
  • First Look
    • First Look
    • Capacity Model Sheet
    • Project Results Sheet
    • Skill Impact Sheet
  • Row Colors – Capacity Model
  • Cell Colors – Project Results
  • Available Commands – Capacity Model
  • Available Commands – Capacity Model - Project Results Tab
  • Capacity Model Options
    • Capacity Model Options
    • Date Range
    • Rollup Level - Capacity Model
    • Value Type
  • New Model
    • Creating a New Capacity Model
    • Demand Shortfall
    • Unutilized
    • Current Capacity
    • Change
    • Model Result
  • Capacity Model Factors
  • Show Capacity
  • Capacity Model Manipulation
  • Cost Mode Calculation
  • Protected Rows
  • Model Evaluation
  • Saving Models and Using Them Later
  • Apply Model (Capacity Model Command)
• Administration
  • Installation and Configuration
    • Database
    • Client
    • Configuration
      • Microsoft SQL Server or Microsoft Oracle Database Provider
      • Oracle Database Provider
      • Other Connection Parameters
    • Updating Connection
    • Testing Connection
    • Locking a Connection
    • Sharing a pdwdata.xml file
  • Administration Overview
  • List Administration Module
    • Administer Lists Data Entry
    • User Interface - List Lookups
      • Pasting Long Lookup Lists
      • Edit Lookup List Dialog
    • User Interface - List Look-ups
    • Status Field List
    • List and Field Definition
    • Controlling field visiblity with user rights
    • Creating a list of optional milestones
    • Administer Lists Module
    • Field Description
      • Field (Column) Titles
      • Field Visibility Control
  • Frontend Adminstration Menus
    • Frontend Administration Menus
    • Edit Rights
    • OBS Locks
    • Node List Filters
    • Period Locks
    • Save Column Headings
    • Update License
    • Check License
    • Set LDAP
    • MSP Map Field
• PDWare iTeam
  • Introduction
  • Login
  • Default Screen
  • iTeam Functionality
  • Timetracking
    • Time Tracking Overview
    • Time Tracking
    • Create Timesheet
    • Delete Timesheet
    • Adjust Timesheet
    • Reopen Timesheet
    • Working with Timesheets
      • Add Project to Timesheet
      • Entering Time
      • Saving Timesheet Values
      • Submit Timesheet
  • Resource Managers
  • Portfolio Management
    • Effort Forecast
    • Manage Assignment Requests
    • Assignment Request History
    • Project Data_iTeam
    • Manage Project Requests
  • Administration
    • Customize Forms
• Portfolio Analysis Topics
  • Move/Extend Project Demand

Value Type

FTE (Full Time Equivalent) capacity or cost of current capacity

The value type, Rollup Level, Start date and Number of Periods selected are saved in the user's local ini file when the OK button is clicked. The next time the Capacity Model is launched those settings will be used by default