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The Resource Vacation portlet allows a resource manager to view a resource’s current annual vacation allowance, as set by the resource manager, against the resource’s vacation calendar hours and actual posted timesheet hours. This portlet is useful for determining the amount of hours a resource has requested off and has remaining. This portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours. -
The Resource Vacation portlet allows a resource manager to view a resource’s current annual vacation allowance, as set by the resource manager, against the resource’s vacation calendar hours and actual posted timesheet hours. This portlet is useful for determining the amount of hours a resource has requested off and has remaining. This portlet also ensures the resource has accounted for all annual vacation allowance hours in the calendar and has posted time for all past calendar request hours.
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The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period. This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame. -
The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period. This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
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The Resource Vacation Details portlet allows a resource manager, or administrator, to see a resource’s calendar at a glance, displayed by week or month for a selected time period. This portlet shows the Resource Name, Resource Manager, Calendar, H (holiday), and V (vacation) hours for the select time frame.
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“Resources with No Basic Matrix Entry” portlet displays combinations of project and resource where the assigned resource does or does not have a rate established for that project. Portlet is filterable by Projects, Project ID, Resources, and Missing Rate (Yes, No, All). How does this work? The Rate Matrix Extraction job populates a record into the NBI_PROJ_RES_RATES_AND_COSTS table for every resource/project combination that meets any of the rate matrix criteria. This portlet checks that table, and sets the Missing Rate attribu -
The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources. The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency. -
The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources. The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
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The Resources’ Skills portlet displays all resources, skills, proficiencies, and interests. Using this portlet, resource managers can quickly assess all skills within the system for their resources. The portlet results may be filtered on: Skill, Resource Last Name, Interest and Proficiency.
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The tech-trick shows how to retrieve logged in User related values (ex: skill set) in timesheet. -
The Revenue Forecast by Role portlet displays forecasted revenue by both resource and role on the given project, broken out by month. The table below describes the available filter fields in the portlet.Column Label Description Months Fiscal months to display -
RM Dashboard shows various KPIs like Actuals posted by the resources in last month, Allocation in current month, count of missed timesheets etc. Team Details – Grid report providing list of all the resources managed by a resource manager. Allocation by Investment type – Tree graph displaying distribution pattern of allocation hours across different investment types. Actuals by Employment Type - Area graph, displaying actual hours posted by Employees Vs Contractors. Demand by Month – Area graph, displaying Allocation Vs Availability for next 6 months. Utilization by Month - Area graph, displaying Baseline Vs Actuals hours over last 6 months.
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