This view depicts Allocation Compliance for resources grouped by OBS.  Using the daily Resource Availability and Daily Resource Allocation Time Slices this column chart groups aggregate Allocation vs Availability by OBS Unit.  The chart allows quick analysis to see if resources are adequately allocated (between 80% to 120% of their capacity) or if they are significantly under or over allocated. NOTE:  The grouping of OBS unit is limited to 1 level below the selected OBS in the portlet filter.

The Allocation Compliance by Person (Project Manager) portlet gives a view of resource allocation compliance for active resources on the team of an investment the logged in user is the manager for.  It allows the PM to see resources on their project over the coming months and whether they are over or under allocated.   This portlet leverages the daily allocation and daily availability slices as well as only active investments.  The portlet provides filters for specific dates, filtering by resource ID, and resource name may also be added.

The Allocation Compliance by Resource (Resource Manager) portlet gives a view of resource allocation compliance for all active resources the logged in user is the Resource Manager for.  It allows the RM to see resources they manage over the coming months and whether they are over or under allocated.  This portlet leverages the daily allocation and daily availability slices as well as only active investments.  The portlet provides filters for specific dates, filtering by resource ID, and resource name may also be added.

The Capacity Graph portlet displays Availability, Allocations, Actuals and Assignments for one or more active resource(s) in a single view. This portlet pulls data from timeslices, and allows the user to filter on a weekly, monthly or quarterly data.  The Estimated Time to Complete (ETC) and Allocation data will only show for projects that are active. This portlet provides Resource Managers, PMOs and Executives with a simple way to analyse:  Allocations vs. Availability, Allocations vs. Actuals, Allocations vs. ETC and ETC vs. Availability.  The graph allows the user to determine where areas of improvement may exist and quickly identify potential areas of constraint. Note: the information displayed is dependent on what the user has security rights to view.

The Capacity Graph - Investment portlet displays Availability, Allocations, Assignments and Actuals for active resources in a single project. This portlet pulls from timeslices and allows the user to filter on weekly, monthly, or quarterly data. This portlet provides a Project Manager with a simple way to analyse:  Allocations vs. Actuals and Allocations vs. ETC.  Depending on metric goals, the graph allows the user to determine where areas of improvement may exist.

The My Allocations portlet will display the allocations for the logged in user - pulling data from the timeslices.  It is used as a quick reference for the users to view their allocations across all of the projects where their allocation is greater than 0 for the specified date range the user wants.  This will display both active and inactive projects.

This portlet shows resource allocation by percent and hours, and gives ability to filter on allocation percent. The RM can use the portlet to see if any of the resources is over/ under allocated.