Portfolio Team

The Portfolio Team screen allows you to easily monitor everyone working on any of a portfolio'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 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 Team Browser

The main part of the 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 portfolio. 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 portfolio, weighted by their allocation on each folio.

Each team member row is showing the following information:

Status marker wwwwwwwwwwwwwww	A vertical colored bar just left of the user's avatar. The color of the marker gives an indication on the resource's status A green marker identifies an active member who is not overloaded. A yellow marker indicates that the member has no current wage and thus is not yet active. A red bar indicates that the member is overloaded (see resource load) or over-allocated. A black bar identifies a member that is associated with a deleted JIRA user.
Avatar	Avatar of the JIRA user associated with the member.
Full name	The full name of the JIRA user associated with the member. Hovering the name with the mouse brings up a popup showing more information and links related to the user.
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 to date (as defined by the member's allocation percentage to the folio) and dividing the result by the the maximum effort to date.
Resource load	A colored bar 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 available, then a red bar will indicate the overload of the member.

The details panel

The details panel appears on the right side of the screen when one or more team member is selected in the Team browser. It displays further information about the selection.

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 team member is selected, the summary of the details panel 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 more information, refer the Resource load documentation.

When aggregating resource load information from multiple folios, issues associated to different folios are assumed to be distinct. Consequently, if two folios include the same issue and that both folios are associated with the same portfolio, then the issue will be counted twice in the aggregated resource load information.

Wages

The wages section shows all wages defined per folio for the selected team member. If a 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 that the wages and allocation rates defined after the Closing date of a 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 by the selected member, and the overall total for the portfolio. It also displays the position title (or role) the person currently has in each folio.

Multiple team members selection

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 range
Click 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.

On this page:

The Team Browser
The Details Panel

Related pages: