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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 - 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. -
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.
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The RM Governance portlet provides resource availability, allocation, and comparison of the two values at 2, 4, and 8-week intervals. Allows searching on any RM or resource OBS instead of pre-filtering for the logged in user. -
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. -
A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page. It shows the next six weeks of allocations by investment, with a column total. The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate. -
A Process run via Execute a Process job; sends an email to active resources, containing a facsimile of their Resource Allocation Detail page. It shows the next six weeks of allocations by investment, with a column total. The email also contains a click here link to this page in CA PPM, to enable editing of the data, as appropriate.
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This is the same portlet as the out of the box Weekly Detail with an additional filter element for Program (multiple select). Portlet displays resource allocations graphically for each project in the specified program(s), for the next six weekly periods. Portlet filterable by numerous project, resource, and assignment attributes. Graphical representation shows Resource Availability Threshold and Allocation in hours, as a mouse-over. -
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
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