Headcount Enablement

Requires the following solutions to be installed:

• User Location (416908c4-036b-4241-8f87-ea1ee2b1fcaa)
• Job Family Structure and User Expertise (Skills) (a48c7b3e-6f50-4b7e-937f-a50a060dfed6)
• Years, Quarters, Months, Weeks and Days (4fb0e9dd-40e7-4dd2-ba10-548b86ecebeb)

Can be extended by the following solutions:

• Headcount Forecasted Cost (abb94d16-d4dc-4d89-982b-74ffb83da7c2)
• Proposed budget based on Headcount (554b7246-c1fb-412e-abc1-86a918814c04)

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Solution Overview

The solution offers the capability to determine the necessary Headcount of Job Profiles and Locations for executing planned work on Portfolio Epics in the upcoming Year, Quarter, Month, a custom duration (based on Planned Start/End Dates), or the duration of the Portfolio Epic. This feature assists in comprehending the resource requirements and assessing whether the company has an adequate workforce to meet the projected demand.

On the Portfolio Epic view, you can specify the required Headcount for each Job Profile and Location during the planning period. This allows you to determine how many individuals (Count) with specific Job Profiles are needed and where they should be Located to work on the Portfolio Epic.

Once you add Headcounts for all the Job Profiles/Locations needed, you'll see a Total Headcount calculated for a Portfolio Epic:

Note 1: The solution can be reconfigured for any entity type (instead of Portfolio Epic). Please get in touch with us, if it's needed.

Solution Configuration

To make budgeting information available to a limited group of people, we must hide Headcounts in a separate Portfolio (Project) called Budgeting (or use any other name that suits your organization). All the Headcounts will be kept in this project by default. By assigning people to this project, you will provide access to the budgeting details. People who don't have access to the Budgeting Portfolio (Project) won't see any Headcounts on the account

To move Headcounts to the Budgeting Portfolio automatically, we need to update automation rule with the correct Budgeting Portfolio ID:

• Copy a "Budgeting" portfolio ID
• Go to Settings -> Automation Rules
• Replace the Project ID parameter in the rule:
  • Move Headcounts to Budgeting portfolio
• Save the rule

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Define Headcount Duration

When you create a new Headcount, you'll define the Count of people needed, their Location and a Job Profile. There are variations of what can be a Headcount duration. It can be defined as:

• Duration of a connected Period (Year, Quarter, Month)
• Duration of a Portfolio Epic (based on Planned Start/End Dates)
• Duration of a Headcount itself (based on its Planned Start/End Dates)

By default a Headcount will be created for a Year Period.

Note: The configuration where you use any other duration than a Year Period is not supported in the Proposed Budget solution.

Depending on what dates you'd like to use for Headcount duration calculation, you need to make adjustments in Headcount Quick Add. To do that:

1. Go to Settings -> Quick Add
2. Find Headcount
3. Update Quick Add following one of the following scenarios:
   1. IF you want to calculate duration based on Quarter or Month Period, then remove Year Period from Quick Add and add Quarter or Month Period as required fields.
   2. IF you want to calculate duration based on Portfolio Epic Planned Dates, then remove Year Period from Quick Add.
   3. IF you want to calculate duration based on Headcount Planned Dates, then remove Year Period from Quick Add and add Planned Start Date and Planned End Date as required fields.

Now you can see the defined fields in Quick Add and define the Headcount duration correctly.

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Version 1.2