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The Allocations and Assignments report displays resource assignments and allocations across multiple projects. This report will provide a single view of the assigned data for all assignments across multiple projects in-line with their allocations. The data is displayed by monthly periods. The horizontal and vertical sums provide a cumulative picture resource wise and month wise respectively. Filters provide the user the ability to monitor data across multiple projects. Filters include investment type, investment, resource, active/inactive resource or investment along with OBS type and OBS unit. If multiple projects are utilizing the same resource, the PM or RM can filter for assignments/allocations utilizing that specific resource to prevent over-allocations or under-allocations. -
The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments. The report can be grouped by any OBS level, providing visibility into resources at any level of the organization. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • Resource capacity amounts display if the resource has availability that is defined and meets the parameter criteria. • Resource demand allocation amounts display if the resource is allocated to at least one investment. Resource assignments are not required. • 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.
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