Portfolio Team

FOLIO introduces the notion of Team in JIRA.  Its main goal is to identify the individuals assigned to the project and capture their wages and availability over the course of the project; both current and future. Project managers plan work assignment, see who is currently working on the project and what percentage of that persons time is dedicated to the project. Not only that, they can also manage yet to be filled positions.

The Team Browser

The Team Browser is the center pane of the team section where all team members are listed and regrouped by titles/roles.
It also displays the average wage of the team and of each titles/roles.

The average wage:
The average wage is the current pondered average wage of all the active members in the team based on their current availabilities defined in the wages table.
The active members are the members with a valid wage to date. Also, the unfulfilled positions (unassigned members) does not intervene in the average wage computation.

The Team Members:
Team members are JIRA users that actively work and record hours on a portfolio's scope.
For each team member listed, the team browser will show its:

• Name: The full name of the member. Hovering the name will show the "JIRA user popup" 
  
• Effective date: Date on which the team member was set as active. It is based on the effective date of the first member's wage.
• Current wage: The actual wage of the member to date.
• Overhead: The overhead of a member identifies the amount of work that was not credited to the portfolio.
  It is computed by subtracting the worked hours from the maximum effort to date (based on the availability of the wage table) divided by the the maximum effort to date.
• Resource Load: A small bar chart that shows the allocated hours and the available hours left.
  If the assigned hours exceeds the maximum effort available, then a red bar will indicate the overload of the member.

The Color Codes:
In order to help identifying the problems quickly FOLIO introduces a color code next to the member's avatar.

A green bar identifies a regular member.
A yellow bar indicates that the member has no current wage thus is not yet active.
A red bar indicates that the member is overloaded (see resource load).
A grey bar identifies an unfulfilled position; an unassigned member that acts as a placeholder.
A black bar identifies a member that is associated with a deleted JIRA user.

The Team Member Details

The team member details is the right hand side column that display the detailed information of the team member.
It can be triggered by selecting a member directly from the team browser (clicking on the member's row).

The team member details is the control panel of the members where valuable information are displayed and entered such as :

• The resource load section: 
  • The Maximum effort is the total regular hours that the member has available from today until the end of the portfolio based on its availabilities
  • The Assigned effort is the sum of the original estimates of the issues that are not yet earned (done) and assigned to the member
  • The Available effort is the portion of the maximum effort that was not yet assigned. (maximum effort - allocated effort)
  • The Overload is the portion of the assigned effort that is exceeding the maximum effort. MIN( 0 AND maximum effort - assigned effort)
  • The Overhead is the amount of work that was not credited to the portfolio.
• The description: a brief description of the member
  
• The wage section: Table of all the wages of the member
  
• The worked hours section: Table of all the worked hours by the member
  
• The attachments section: The attachments associated to the member
  
  

From the "cog" menu in the top right corner, a list of operations such as Remove and Edit is available.