Portfolio Template with Capacity Waterline Help

Ashley Ferguson

I'm thinking of transitioning my current project portfolio to this template that includes a capacity waterline but I'm having trouble getting started. Usually the templates include a guide on where to start and how the data flows between the sheets, reports, and dashboards but I can't find it for this one.

Thanks in advance!

Paul Newcome

Are you able to provide some screenshots for context?

Ashley Ferguson

Paul Newcome

And when you say "Capacity Waterline", are you referring to the stacked bar chart?

I would start with editing the dashboard and selecting the widget as if you are about to change the source. It should list the current source. From there you will be able to see the name of the source and whether it is a sheet or report, navigate to that, and then see how that is structured / built.

Ashley Ferguson

What I'm really after is something that can help me understand the template itself from top to bottom. Other (maybe, older) templates have a Setup Guide. For example:

I was hoping that a similar guide existed for this one since I'm fairly new to reporting on resource capacity. It's not something that's been focused on in the past, and I want to make sure I'm building the Workspace out accurately.

Paul Newcome

Ah. Understood. Sorry. I don't think I have ever used one of the templates. I am too OCD. Haha.

Capacity reporting is usually relatively simplistic. Here is what we have capacity for, and here is our utilization. But then again… Capacity is a relative term across industries. I would suggest reaching out to whoever needs this reporting and find out exactly what they want to see and why then go from there.

TerriS

@Ashley Ferguson Did you ever get the Setup information? I'm getting ready to modify this template set and would also like a setup guide.

meghan.hale66546

I am also interested in utilizing that template set and would love a guide.

Ashley Ferguson

@TerriS @meghan.hale66546 No, I still haven't seen anything added to this template. I ended up using something else to put together what I needed because I couldn't fully understand how to get started with this one.

TerriS

Well, that is disappointing! Glad you got something to work for you though. Thanks for the reply.