1. On the Collaborate menu, click Portfolio Analyzer.
2. On the Portfolio Analyzer page, in the Choose a view box, select the view that displays the type of information you want.
3. To change the information that is displayed in the PivotTable and PivotChart, click View Options. Select the Show Fields List and Show toolbar check boxes, and then drag fields from the Fields list onto the appropriate row and column areas of the PivotTable or PivotChart.

Notes

• To learn more about modifying the PivotTable or PivotChart, click Help on the PivotTable or PivotChart toolbar.
• You can create an image of a PivotTable or PivotChart that you can copy into a report or a document on the Web. Click Save PivotTable as GIF or Save Chart as GIF and then specify a location for the image file.
• To save a link to the PivotTable or PivotChart, click Save Link. Links can be helpful if, for instance, you have customized a PivotTable and want to keep a customized version of it. Once you have a saved link, you can easily return to that page by selecting it from the Saved Links list.

1. On the Collaborate menu, click Portfolio Modeler.
2. On the Model projects with Portfolio Modeler page, click New.
3. On the next page, under Model name and description, type a name and description for the model.
4. Under Projects, select projects to include in the model, and then under Resources select the resources to use in the model.

   You can specify that the model adjust only the resources currently listed in the projects you have selected to model, only the specific resources you list, or any resources available in Microsoft Office Project Server 2003 that are at or below a specific resource breakdown structure (RBS) (RBS: The structure that describes an organization's hierarchy. The RBS code defines the hierarchical position that a resource holds in the organization.) level.

5. Click Next.
6. On the next page, select any additional projects that are related to each other to use in the model.

   The Relationship column of the table specifies whether the additional project is related to the projects in this model through an external dependency or because the project shares resources with the model's projects.

7. Click Next.
8. On the next page, specify the scheduling options to use for each project in the model.
9. In the Scheduling Options column of the table, select one of the following for each project in the model:
   • Use current assignments to model the project without making changes to the current resource assignments in the project. The start or end dates of the task and its assignments may change, but the resources assigned to the task don't change.
   • Keep dates and assignments to specify that the start and end dates for resource assignments don't change when modeling. This setting excludes the project from your model.
   • Reassign resources in project to model the project by changing assignments for resources currently within the project. No resources from outside the project are used.
   • Reassign resource in model's pool to model the project using any resources you have included in the model.
10. Click Next.
11. On the next page, select the model you created, and then click Open to view the details of the model, including a table with Gantt bars showing summary statistics, as well as a graph displaying the allocation of the resources across the projects in the model.

    Note  In the table, green bars show that no resources in the model are overallocated for the time period; yellow bars show that fewer than 10 percent of the resources are overallocated; and red bars show that more than 10 percent are overallocated.

12. To change the options you have set for the model, click Toolbox. The options in the dialog are the same as those used when the model was created.
13. Click Analyze to create a graphical report of resource allocation in the model, as well as staffing recommendations. The report contains:
    • Summary statistics of the model showing both the shortest possible schedule given an unlimited number of resources and a schedule that results when the scheduling options of the projects are applied to the model.
    • A chart assessing how efficiently resources are used in the modeled project. The chart depicts a time axis against a work axis. The three lines on the chart represent:
      • The work required by the model to get all the projects done on time, if resource availability (availability: Indicates when and how much of a resource's time can be scheduled for assigned work. Availability is determined by project and resource calendars, resource start and finish dates, or the level at which the resource is available for work.) is not taken into consideration (the Demand line).
      • The maximum amount of work the resources can do during the time they are working on the project (the Capacity line). This line includes all resources available to work on a project regardless of how they are currently assigned.
      • The work to be done when the model considers how resources are currently scheduling using the current modeling settings (the Utilization line).

Notes

• If the Utilization Line is greater than the Demand line, your projects resources are being underutilized.
• The further away the Utilization line is from the Capacity line, the greater the deficit of resources with the correct skills to do the work in the model. In the Skills Profiles box, select different skills to learn which resources with a particular skill are causing the deficit.
• When you open a model, it becomes automatically locked from use by others. To unlock the model, select the model and click UnLock.