The Portfolio Team screen allows you to easily monitor everyone working on any of a portfolioPortfolio's project teams. It gives you a cross-project view of people that you can use to discover who is over-allocated or who is overloaded (i.e. assigned too much work for the time allocated). It also allows you to see wages and worked hours information as well as a quick summary of the issues each person is working on. The Viewing the Team BrowserThe main part of the portfolio Portfolio team screen, the team browser, shows a tree view of all users who are assigned to one or more project teams in the current portfolioPortfolio. Team members are grouped by role. The same person can thus appear in more than one places in the tree view, since that person can have different roles in different teams. In that case, the information shown for that person will be the same, no matter which row you look at.
Each role in the tree view is collapsible. Collapse or expand a role by clicking on the triangle appearing just left of the role name. Each role header also shows the average wage for that role. The average wage shown is the current average wage of people with that role in the current portfolioPortfolio, weighted by their allocation on each folioFolio. Team members are JIRA users who actively work and record hours on the Folio's issues (a.k.a the Folio Scope). Each team member row is showing in the team browser shows the following information: Status markerwwwwwwwwwwwwwww A vertical colored bar just left of the user's avatar. color barAt the extreme left of each team member row is displayed a coloured vertical bar indicating the status of the team member. The status bar can help identify potential problems. Image Added The color of the marker bar gives an indication on about the resourceteam position's status A green marker identifies an active . The following table explains the signification of each color. Image Added | Active member who is not overloaded. A yellow marker indicates that the member
| Image Added | Member has no current wage and thus is not yet active. A red bar indicates that the member | Image Added | Member is overloaded (see resource load) or over-allocated (is allocated to multiple projects for a total over 100%). A black bar identifies a member that | Image Added | Unfulfilled position; an team position that as not yet beed assigned a JIRA user. | Image Added | Position is associated with a deleted JIRA user who has been deleted.Image Removed |
Avatar | Avatar of the JIRA user associated with the member. | Full name | The full name of the JIRA user associated with Image representing the team member, as defined in the associated JIRA user's profile.
Name
Full name of the member. Hovering the name
with the mouse brings up
a popup showing more information and links related to the userthe standard JIRA user popup.
Image Modified
Average Current average wage
The current average wage of the user. This is the average of the member's current wages defined for each active project she is associated with in the portfolio, weighted by the allocation % per project. If member has no wage defined, '–' is displayed. Note that only active wages are taken into account. That is, wages occurring before folio's start date or after folio's closing or end (expiration) dates are ignored.
Allocation
The current total allocation of the user across all portfolio's projects. Only the active projects are considered when calculating the total, that is, allocation before folio's start date or after the end of expired or closed projects are ignored.
Overhead
An aggregation of the team member's overhead for each folio in the current portfolio. The overhead of a folio gives a ratio of the amount of work that was not credited to the folio. It is computed by subtracting the number of worked hours from
the maximum effort the capacity to date (as defined by the member's allocation percentage to the folio) and dividing the result by the
the maximum effort capacity to date.
Resource
loadLoad
A colored bar widget showing the aggregated resource load information for all assignations of the team member
. It shows the allocated hours and the available hours left. If
the assigned hours exceeds the maximum effort availablethe assigned hours exceed the capacity, then a proportional part of the bar is shown in red
bar will indicate the overload of the member. , indicating that the member is overloaded. Hover the bar to get the precise resource load in hours.
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The details panelThe details panel appears Viewing a Team Member's Details
Clicking on a team member row in the Team browser brings up the team member details panel on the right-hand side of the screen when one or more team member is selected in the Team browser. It displays further information about the selection, showing the detailed information of that member.
Single team member selection
When a single team member is selected by left-clicking on it in the team browser, the single team member details appear on the right. These information include the resource's work load, her positions, her wages and worked hours.
Summary
When a single The team member's summary is selected, the summary header of the details panel and shows the avatar of the user, her full name and the list of roles she has across projects of the current portfolio.
The summary can also show warnings, depending on the status of the selected person.
Resource Load
The resource load section shows the detailed aggregated resource load information plus a breakdown by folio. For Folio. It allows to get a quick view of JIRA issues that are currently assigned to the team member across the Portfolio's projects. For more information, refer to the Resource load documentation.
Wages
The wages section shows all wages defined per folio Folio for the selected team member. If a folio Folio is Closed before its end date, an extra greyed out entry will show up indicating de-allocation of the resource the day after the close date, and further wages will be hidden. This is to highlight the fact that the wages and allocation rates defined after the Closing date of a folio Folio do not impact average wage and availability calculations.
An asterisk that appears to the right of a wage indicates that money conversion has been applied to the amount. Hovering the mouse over the asterisk brings up a tooltip showing the currencies and exchange rate used.
Worked Hours
The worked hours section shows the total number of worked hours per folio Folio by the selected member, and the overall total for the portfolioPortfolio. It also displays the position title (or role) the person currently has in each folio.
When multiple team members are selected, the aggregated resource load information for the selected members is displayed on the right. You can select multiple team members in various ways:
Hold the Control key (Cmd on Mac) while clicking on the users you want to select (or add to the current selection)Select one team member and then hold the Shift key and click on
another team member to select all team members in the rangeClick on one of the Resource load links appearing at the right
of role names and the overall Team Members group to select all users in the role/team.
Refer to the Folio Team documentation on Resource Load for all details.