Resource Management Summary Dashboard (Power BI)
Evaluate resource allocations, identify bottlenecks, and ensure optimal resource utilization across projects and teams. Report Views include:
- Allocation Discrepancies
- Resource Detail
- Resource Skills
- Resource Summary
- Resource Tasks
- Staffing Allocations
- Staffing ETC
Demo Video – https://www.youtube.com/watch?v=0Rzwl1-jbck&list=PLXJ5ktuWV0jiS9CvBpHvBIwpKPmA9uvwK&index=6
The main .rpt file will access data through the Data Warehouse. For clients on Rego’s AWS hosting, we have versions that work with Oracle and Postgres DB and access the live database, if the Rego Odata connector is being used.
Download Details
RegoXchange Content ID: EX2348
Submission Date:
Submitter:
Content Type: Business Intelligence
Related Modules: Resource Management
Company: Rego Consulting
Version Support
Versions Supported: 16.x+
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.
Depending on the time sheet slice and fiscal slice setting in your Clarity instance, there might be an offset to adjust in the dim_Time Periods query. If your organization doesn’t have weekly period data included in the DWH, you could enable it by navigating to Classic PPM -> Administration -> General Settings -> System Options -> Data Warehouse Options and Check INCLUDE WEEKLY PERIOD DATA. |
