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This grid displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project. -
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. -
The Team Skills portlet displays Skill Proficiency and Interest Level by Resource. Users can utilize this view to search for Resources by Skill, Parent Skill, Interest, Role, Parent Role, Resource and Resource OBS. This portlet grants a Project Manager or Resource Manager the ability to determine which Resources best fit the needs for their project. -
The Pending Actuals portlet displays pending actuals for resources by task. This portlet allows the user to filter on Project, Project Manager, Is Active and Is Open for Time Entry. This portlet provides Resource Managers and Project Managers a simple way to analyse which actuals have been submitted but not posted on specific tasks, as well as the aggregate pending hour total. Note: the information displayed is dependent on what the user has security rights to view. -
The RM Governance portlet provides resource availability, allocation, and comparison of the two values at 2, 4, and 8-week intervals. Allows searching on any RM or resource OBS instead of pre-filtering for the logged in user. -
The My Resource Vacation portlet allows a resource to view the current logged in users' annual vacation allowance, as set by the resource manager, against the resource vacation calendar hours and actual posted timesheet hours. The portlet is useful for determining the amount of hours a resource has requested off and has remaining. The 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 My Resource Vacation portlet allows a resource to view the current logged in users' annual vacation allowance, as set by the resource manager, against the resource vacation calendar hours and actual posted timesheet hours. The portlet is useful for determining the amount of hours a resource has requested off and has remaining. The 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 My Resource Count by Project portlet displays project information, total team count and the current user’s resource count assigned to each project. The user may narrow the results by filtering on project name, manager, status, team count, managed resource count or percentage managed resource count. Using this portlet, resource managers can quickly identify which projects their resources are allocated to without having to navigate to each resource individually. Not only does this portlet display the overall team count on the project (team count), but it also displays the managed resource count (logged in user’s number of resources allocated to the project) as well as the percentage of managed resource count to team count. -
The My Resource Count by Project portlet displays project information, total team count and the current user’s resource count assigned to each project. The user may narrow the results by filtering on project name, manager, status, team count, managed resource count or percentage managed resource count. Using this portlet, resource managers can quickly identify which projects their resources are allocated to without having to navigate to each resource individually. Not only does this portlet display the overall team count on the project (team count), but it also displays the managed resource count (logged in user’s number of resources allocated to the project) as well as the percentage of managed resource count to team count.
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The Time Off by Day portlet displays resource availability by day. The portlet results may be filtered on: Resource Manager, Booking Manager, Resource, OBS Unit, and Date Range. This portlet will display the availability for each resource by day in separate columns and obtains the information from the time slices. When the portlet encounters an exception day (personal day off, or holiday on the base calendar), a yellow caution icon will appear within the same cell. Using this portlet, resource managers are able to quickly determine availability for their resources over a set time range. -
The Time Off by Day portlet displays resource availability by day. The portlet results may be filtered on: Resource Manager, Booking Manager, Resource, OBS Unit, and Date Range. This portlet will display the availability for each resource by day in separate columns and obtains the information from the time slices. When the portlet encounters an exception day (personal day off, or holiday on the base calendar), a yellow caution icon will appear within the same cell. Using this portlet, resource managers are able to quickly determine availability for their resources over a set time range.
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