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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 -
This training document is a Rego Consulting Quick Reference Guide to assist with Allocations Timeline in Clarity’s Modern User Experience. This doc reviews the Investment Timeline and the Resource Histogram sections of the Allocations Timeline. -
A process creating a new Cost Plan. Cost Plan properties:
Pre-conditions:Name Cost Plan created on: yyyy/mm/dd hh:mm:ss Grouping attributes Charge Code, Transaction Type Start Period The earliest fiscal period with Actuals (from PPA_WIP table) or current period, if there are no actuals Finish Period The latest fiscal period with a non-zero allocation (from PRJ_BLB_SLICES table, SLICE_REQUEST_ID = 6 Period Type Monthly Plan of Record True Planned Cost For periods in the past – from Actuals (Charge Code, Transaction Type, Quantity (Units), Cost (Amount) taken from Transactions (PPA_WIP & PPA_WIP_DETAILS); For current and future periods – from Allocations (Charge Code taken from the Project, Transaction Class from the Resource, Quantity from allocation slices, Cost from the Rate Matrix (NBI_PROJ_RES_RATES_AND_COSTS table) - the Project must be financially enabled.
- if a new Team Member is added, Rate Matrix job must be run, so the rates are populated in the NBI table.
- if the Allocation changes, allow the timeslice job to finish before running the process.
- the Project should have the Charge Code set.
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Do you want to understand the OOTB configuration and functionality of resource management? In this class, we will review the OOTB objects, views, and functions of assignments, allocations, and other related areas. We will cover both classic and new UX highlighting differences. -
The Over/Under Allocation by Resource report displays resource remaining capacity amounts by resource. The report displays amounts by week or month. The amounts can be displayed as hours or FTEs. This report allows you to drill down to the Capacity vs. Demand by Resource report, by clicking a resource name, to see more information about the resource capacity and demand. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options. -
Capture and present allocation data by Team for the Investments included in your Roadmap to enable the ability to compare to Targets or Limits. Allocation data can be presented in Hours or FTE, for Teams Only. -
The portlet displays posted time by project for the logged in user based on time period and date range. This allows the user to see at a glance their ETC and actuals on the projects. The portlet displays the Total Allocation and Total Actuals to Date for the user on the projects they are allocated/assigned to. The actuals are displayed per month in the form of TSVs. -
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 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 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.
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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 idea allocation uploader allows you to import in allocations from an external Excel spreadsheet. Populate an Excel template with required fields then import them directly from the Clarity UI. Once imported you’ll see the allocations right on the Team tab of the Idea.
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