Improving Transparency with Tableau
Business Solutions & Support (BSS) recently completed an iACTion plan to "develop and deploy reporting tools and metrics providing OBFS stakeholders visibility regarding Business Solutions & Support capacity and project effort allocation over a five year horizon".
BSS developed the OBFS BSS High-Level Capacity Forecast report using Tableau to provide OBFS stakeholders visibility regarding their capacity and projected project effort allocation over a five year horizon. This tool should make project planning that requires BSS services easier for OBFS team members.
The Finance Subcommittee (FSC), a subset of the Information Technology Priorities Committee (ITPC), has been using the excel version of this report for the past 5 years to set the priority of projects and check accuracy.
How to use the OBFS BSS High-Level Capacity Forecast
Here are a few tips to get you started with using the tool.
If you click the small icon that looks like a highlighter when hovering over the legend, this will allow for clicking to isolate color to only to the project you have selected.
Double clicking in the graph will allow you to zoom in on a certain area.
The slider bar on the top right of the graph will allow you to change the date range.
Hovering over a project will display a tooltip that will give project name, month of the calculation, and the FTEs for that month.
OBFS units can use the OBFS BSS High-Level Capacity Forecast to see what projects BSS is already working on, so users have a better expectation of when new projects might be able to start. REMEMBER: Project priority is set by the FSC, so it is possible that a new project could be made a higher priority than something already scheduled on the Forecast.
Have more questions on how to use the OBFS BSS High-Level Capacity Forecast? Contact Brad Burwell at firstname.lastname@example.org.