| [Portfolio Management](portfolio-management) | This guide provides detailed step-by-step instruction on how to set up an overview of your project portfolio and create custom reports using the Project Overview, Wiki and the Rich text (WYSIWYG) editor in OpenProject. |
| [Resource Management](resource-management) | OpenProject does not have the automated functionality to provide detailed resource management or employee work capacity calculations. This guide with detailed step-by-step instructions introduces a workaround that can provide an avenue to accomplish this manually and visually beyond the functionality the Team Planner Module provides. |
| [Portfolio Management](portfolio-management) | This guide provides detailed step-by-step instruction on how to set up an overview of your project portfolio and create custom reports using the Project Overview, Wiki and the Rich text (WYSIWYG) editor in OpenProject. |
@ -6,7 +6,7 @@ description: Step-by-step instruction about portfolio management and custom repo
keywords: use-case, portfolio management
---
# Use Case: Portfolio Management and Custom Reporting Options
# Use Case: Portfolio management and custom reporting options
If you have a lot of projects running at the same time it can be helpful and even necessary to have a meta level overview of your projects, keep track of the project status and due dates. With OpenProject you can do just that.
@ -14,11 +14,11 @@ If you have a lot of projects running at the same time it can be helpful and eve
## Creating projects overview
**Step 1:** To view all projects, first select the**Select a project** dropdown menu, then click on the **Projects list** button.
Step 1: To view all projects, first select the **Select a project** dropdown menu, then click on the **Projects list** button.
**Step 2:** You will get a list of all the projects that exist in your organization. You can filter the list by various project attributes, such as **project owner or creation date**. You can also use project custom fields as filters (please keep in mind that this is an enterprise add-on). If you have not added any custom fields yet, please see [here](../../system-admin-guide/custom-fields/) how to do it.
Step 2: You will get a list of all the projects that exist in your organization. You can filter the list by various project attributes, such as **project owner** or **creation date**. You can also use project custom fields as filters (please keep in mind that this is an enterprise add-on). If you have not added any custom fields yet, please see [here](../../system-admin-guide/custom-fields/) how to do it.
@ -57,15 +55,13 @@ You can export the work packages in one of the following formats.
Another option would be to use the print function (**CTRL+P**) and then saving as PDF. The print function in OpenProject is optimized for reporting purposes. Only information displayed in the main screen area is included. None of the designs or side or top menus are in it. Please see here [how to print a Gantt chart](../../user-guide/gantt-chart/#how-to-print-a-gantt-chart).
To export or print a Gantt chart use the print function (**CTRL+P**) and then save it as PDF. Only information displayed in the main screen area is included. None of the designs or side or top menus are in it. Please see here [how to print a Gantt chart in OpenProject](../../user-guide/gantt-chart/#how-to-print-a-gantt-chart).
### Project status reporting
You can [display and configure the individual project status](../../user-guide/projects/project-status/) on the project overview page.
For more advanced project reporting requirements, using the Wiki module is another powerful tool. For more information about how to use the Wiki function, please consult the [Wiki user guide](../../user-guide/wiki/).
The Wiki function allows you to build complete custom reports using embedded work package tables, macros and even embedded calculations.
For more advanced project reporting requirements, using the Wiki module is another powerful tool. The Wiki allows you to build complete custom reports using embedded work package tables, macros and even embedded calculations.
Here is an example of how a project report wiki could look:
@ -77,4 +73,6 @@ And how the dynamic data, such as calculations, filters, macros and reference la
For more information about the syntax and how the attributes work please look [here](../../user-guide/wysiwyg/).
If you like to work with multiple Wiki-based reports, you can create an umbrella Wiki page as a table of content, for example, on which all the other reports are listed. See more info on Wiki and the use of Macros [here](../../user-guide/wiki/).
If you want to work with multiple Wiki-based reports, you can create a parent Wiki page as a table of contents, for example, on which all the other reports are listed.
See more info on Wiki and the use of Macros [here](../../user-guide/wiki/).
@ -6,10 +6,12 @@ description: Step-by-step instruction about resource management
keywords: use-case, resource management
---
# Use Case: Resource Management
# Use Case: Resource management
**Note:** OpenProject does not have the automated functionality to provide detailed resource management or employee work capacity calculations. However, there is a workaround that you can use to configure a visual estimate of task distribution and plan accordingly.
## Work packages view
These are the steps you can follow to adjust a work package overview to suit your goals.
@ -20,9 +22,9 @@ Alternatively, you can also chose the **Global work package overview** by select
Step 2: Either use existing fields, for example **Estimated time** and **Spent time**, or [create custom fields](../../system-admin-guide/custom-fields/) (i.e. **Est. Scope (h)** and **Time spent (h)**) to adjust the work packages overview.
Step 2: You can add existing fields, such as **Estimated time**, **Spent time** and **Remaining hours** to your work packages list. Also, you can [create additional custom fields](../../system-admin-guide/custom-fields/), e.g. **Scope (h)**, to get an overview of the team capacity.
Step 3: You can either insert the standard or existing fields to the view, or insert the custom fields if created in Step 2.
Step 3: You can add these fields via the **Insert columns** option via the drop-down menu.
Step 4: You can add any filters necessary and sort or group the work packages by assignee.
@ -34,15 +36,9 @@ This view will be saved and shown under your private work package filters (you c
You could also add the Gantt view to add an additional dimension to your overview.
This will provide a rough overview of the various tasks assigned to a specific person or team. Adding the Gantt view provides a supplementary overview of when these tasks are scheduled. It is a visual way of looking at approximately how many tasks are assigned to an individual. This view gives you an estimate about the timeline, allowing for adjustments in assignments and timing to be made to balance your resources.
These functions can help focus in on showing relevant results only. Using filters and the (+) zoom function will help to focus the Gantt view to only the tasks that are scheduled for example for the next 30 days.
## Adding sums to the work packages view
You can also use the sum function. Select **[⋮]** -> ***Configure view*** -> ***Display settings*** -> and check ***Display Sums*** box:
You can also use the sum function. Select **[⋮]** -> ***Configure view*** -> ***Display settings*** -> and check the ***Display Sums*** box:
@ -52,4 +48,12 @@ You will see the estimated, spent and remaining hours summed up by user, as well
**Limitations:** While this workaround provides a visual estimate of who works on what and when, it does not replace a dedicated capacity management tool.
## Gannt chart view
You could also add the Gantt view to add an additional dimension to your overview.
This will provide a rough overview of the various tasks assigned to a specific person or team. Adding the Gantt view provides a supplementary overview of when these tasks are scheduled. It is a visual way of looking at approximately how many tasks are assigned to an individual. This view gives you an estimate about the timeline, allowing for adjustments in assignments and timing to be made to balance your resources.
To get a more in-depth overview about who does which tasks and when, you can also switch to the [team planner view](../../user-guide/team-planner/).
Maya Berdygylyjova
2 years ago
