Investment Allocations and Assignments (Power BI)
The Investment Allocations and Assignments report provides visibility into team member allocation, task assignment, and variance amounts by investment across time periods. A chart highlights allocation compared to assignment amounts by period. Results can be displayed by week, month, or in total, and viewed in either hours or FTEs for each team member and investment. Interactive visuals make it easy to compare planned effort against actual assignments at the team member and investment level.
Content Type: Business Intelligence, PowerBI Report
Download Details
RegoXchange Content ID: EX2703
Submission Date:
Submitter: Rego Consulting
Content Type: Business Intelligence
Related Modules: Allocations
Company:
Version Support
Versions Supported: v16.0+
Special Instructions
Special Instructions: See RegoXchange item #EX1565 – “Using RegoXchange Power BI Reports – How to Update the Data Source” for more details on implementing this report. Works with Postgres GCP and Oracle AWS hosted environments.
