This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection. The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection.
Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie:
Under Allocated (Less than 80%)
Appropriately Allocated (Between 80-120%)
Over Allocated (Above 120%)
The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier.
The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view:
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This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection. The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view: Column Label Description Resource Name Name of the Resource Resource Manager Resource Manager Availability Resource Availability Allocated Resource Allocation Allocation % Resource Allocation % Res_id Unique identifier of the Resource -
Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule. Portlet initially displays project data. But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign. User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options. Portlet supports up to 10 levels of WBS. Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry. -
Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule. Portlet initially displays project data. But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign. User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options. Portlet supports up to 10 levels of WBS. Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
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Grid Portlet displays project and task data--including name, dates, status, effort, %Complete, and schedule. Portlet initially displays project data. But there is a + sign toggle, which, when clicked, reveals task data, and the toggle becomes a – sign. User can choose to Automatically Expand all levels from Options Icon>Configure>List Column Section>Options. Portlet supports up to 10 levels of WBS. Portlet filterable by project name and ID, OBS structure, manager name, active/inactive, and open for time entry.
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This allows users without admin access to see the timeslice settings and also allows the data to be exported to excel easily. Many organizations like to document their timeslice settings which is a manual process as you cannot export the timeslice page to excel. This allows them to periodically export the portlet results to excel to meet their documentation requirements. -
This allows users without admin access to see the timeslice settings and also allows the data to be exported to excel easily. Many organizations like to document their timeslice settings which is a manual process as you cannot export the timeslice page to excel. This allows them to periodically export the portlet results to excel to meet their documentation requirements.
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This allows users without admin access to see the timeslice settings and also allows the data to be exported to excel easily. Many organizations like to document their timeslice settings which is a manual process as you cannot export the timeslice page to excel. This allows them to periodically export the portlet results to excel to meet their documentation requirements.
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This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total. -
This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total.
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This portlet depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates. The OBS summary totals show on a single line, but can be clicked (+) to roll out the details behind each OBS total.
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This view depicts the Resource Utilization by comparing actual hours booked as a percentage of total resource availability grouped and totaled by OBS Unit in a hierarchical fashion. Resource availability is determined by the working days and daily availability on the individual Resource Calendar and is depicted on a Monthly basis. This portlet uses Monthly Times and the Time Slice job may need to run before the end user will see results in the portlet. The portlet filters for Project Activity, Resource Open for Time, Resource Activity, and Employment time have been added to OBS Type and the Start and Finish dates.
