RegoXchange
  • Resource Availability – 4 Weeks is a grid portlet that displays all resources with their total allocated hours by week, and an average availability percent (4 Wk Avail %) for next four weeks.  If % Available is negative, this indicates an over-allocation.  Zero% Average Availability indicates fully allocated (no remaining availability). Filterable by Role, Resource, Resource Type, Full-Time/Part-Time, Availability Range.  Contractor Type is a custom attribute (Lookup - String) created on the Resource object. It is attached to the lookup, Contractor Type (Lookup ID: REGO_CONTRACTOR_TYPE) that has static values Part Time (PT) and Full Time(FT).
  • 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
  • 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
  • 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
  • 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 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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.
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