Analysis Area Overview
This article serves as an introduction to the Analysis area of ResourceFirst.
Overview
The Analysis Area provides pages with views, reports, and features useful for portfolio planning and management.
The pages in the Analysis Area include:
(Labor) Waterline – a chart and grid showing current forecast demand by project in either cumulative or periodic values. The current FTE resource capacity or an FTE target (if one exists) can be displayed as a line on the chart. Features in the grid allow individual project demand to be excluded, scaled up or down, and moved earlier or later in the calculation for the chart.
See article Labor and Financial Waterline Pages.
Financial Waterline – the same features as the (Labor) Waterline page except focused on financial assignments and target (if any).
See article Labor and Financial Waterline Pages.
KPIs/Scorecard – a high level view of all projects with their KPI GYR states.
See article Project Scorecard – KPIs.
Ranking – a view of scoring criteria for all projects in the portfolio.
See article Ranking and Scoring Analysis.
Score Analysis – adjust the ranking score of projects by modifying the weight for ranking criteria.
See article Ranking and Scoring Analysis.
Roadmap – a Gantt roadmap/timeline of the project portfolio, with the option to view project phases, milestones, and more.
See article Project Roadmap.
Swimlanes – a view of project start-finish bars colored per project GYR status; the bars can be grouped by the value of any Project Data field.
See article Project Swimlanes.
For all pivot pages, see article Pivot Tables.
Project Pivot – a project pivot report combining project, resource, and labor and financial assignment values and fields.
Resource Pivot – a resource pivot report combining resource and labor assignment values and fields.
Financial Pivot – a project pivot report combining project and financial assignment values and fields.
Skill Pivot – a skill pivot report combining resource node-skill and labor assignment values and fields.
