Project Management

What is the best way to visualize "Resource Leveling" on a dashboard for multiple projects?

CH Asked by Christopher Scott · 22-09-2023
0 upvotes 9,399 views 0 comments
The question

I’m managing three different teams across five projects. Every week someone is over-allocated while others are idle. How do you visually represent this "Resource Gap" on a dashboard so I can move people around before it becomes a bottleneck? Is a heatmap the best way to go? 

3 answers

0
EL
Answered on 05-11-2023

Heatmaps are definitely the industry standard for this. In my dashboards, I use a color-coded grid where the x-axis is time (weeks) and the y-axis is the team member. Red indicates >90% capacity, yellow is 70-90%, and green is <70%. This makes it instantly obvious who is burning out. However, don't just look at hours; you should also track "Skill Overlap." If your only Senior Architect is red across all five projects, your dashboard should flag that as a "Single Point of Failure" risk, not just a simple capacity issue. 

0
MA
Answered on 12-11-2023

Do you find that employees feel "monitored" by these heatmaps, and does it lead to them padding their time-sheets to look busy?

BR 20-11-2023

Mark, to answer your point, transparency is a double-edged sword. To prevent padding, we framed the heatmap as a "Protection Tool." We told the team: "This is to make sure we don't overwork you, not to see if you're working every second." When they saw that being "Red" actually resulted in me moving tasks off their plate, they started being much more honest with their estimates. It shifted the culture from "hiding" to "collaborating" on capacity.

0
L
Answered on 01-12-2023

I prefer a "Capacity vs. Demand" stacked bar chart. It shows the total team bandwidth against the upcoming project backlog in one view. 

CH 05-12-2023

I agree, Linda. That high-level view is great for long-term hiring decisions, whereas the heatmap is better for the week-to-week tactical moves.

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