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 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.

Viewing the Team

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.

Team members summary information

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 in the team browser shows the following information:

Status color bar

At 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.

The color of the bar gives an indication about the team position's status. The following table explains the signification of each color.

	Active member who is not overloaded.
	Member has no current wage and thus is not yet active.
	Member is overloaded (see resource load) or over-allocated (is allocated to multiple projects for a total over 100%).
	Unfulfilled position; an team position that as not yet beed assigned a JIRA user.
	Position is associated with a JIRA user who has been deleted.

Avatar

Image representing the team member, as defined in the associated JIRA user's profile.

Name

Full name of the member. Hovering the name brings up the standard JIRA user popup.

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 capacity to date (as defined by the member's allocation percentage to the folio) and dividing the result by the capacity to date.

Resource Load

A colored bar widget showing the aggregated resource load information for all assignations of the team member. If the assigned hours exceed the capacity, then a proportional part of the bar is shown in red, indicating that the member is overloaded. Hover the bar to get the precise resource load in hours.

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, 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

The team member's summary is the 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. 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 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 the fact 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.

Refer to the Folio Team documentation on Resource Load for all details.

On this page:

Viewing the Team
Viewing a Team Member's Details

Related pages:

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