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This portlet displays the % allocation of resources to projects. The portlet shows if the resource is allocated to the projects as an individual resource or as part of an Agile team, in which case it will display the resource % allocation to the team and what that will represent in terms of % allocation to the project. The Total Allocation % display the allocation of the resource to all investments is allocated to. Remaining Capacity and Over/Under columns will help identify the resources that still have availability and the ones that are over allocated. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are greater than 120% where Resource(s) and Project(s) are active over the next 90 days. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are greater than 120% where Resource(s) and Project(s) are active over the next 90 days. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are greater than 120% where Resource(s) and Project(s) are active over the next 90 days. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are less than 100% where Resource(s) and Project(s) are active over the next two weeks. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are less than 100% where Resource(s) and Project(s) are active over the next two weeks. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations. -
Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are less than 100% where Resource(s) and Project(s) are active over the next two weeks. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations.

