This Portlet produces a Grid View of Resources using total Resource Allocation from each Project’s Team / Staff, per month; output is expressed as a %.  Users can specify which Resource OBS to use as a Filter (unit and descendants is assumed) as well as a Start/End Date.

The User Activity portlet is in essence an expansion of the out of the box User List by License Type portlet, which only display the Last Logged In date of resources.  This portlet offers several additional fields to help admins dig deeper into user activity within the tool. The table below describes the available filter fields for the portlet.

Column Label	Description
OBS	OBS the resource(s) belong to
Resource Full Name	Resource’s First and Last Name
Resource ID	Resource’s ID
First Name	Resource’s First Name
Last Name	Resource’s Last Name
Date Last Logged In	Date the Resource last logged in
Date Last Time Investment Updated	Date the Resource last made an Investment update
Resource Active	The Resource’s active status
Employment Type	Resource’s Employment Type
Financial Location	Resource’s Financial Location
Email	Resource’s Email Address
Date Last Time Financial Plans Edited	Date the Resource last made a Financial Plan edit
Date of last entry on a Timesheet	Date the Resource last made an entry on a timesheet
Created Date	Date the resource was added to the system
Date of Hire	Resource’s Date of Hire
Date of Termination	Resource’s Date of Termination
Financial Department	Resource’s Financial Department
Home Page	Resource’s Home Page
Language	Default Language of the Resource
Primary role	Resource’s Primary Role
Resource manager	Resource’s Manager
Track Mode	Resource’s Track Mode
User Name	Resource’s Username

This portlet displays the monthly allocation per resource. The PM can view by the RM or the resource to get the data for monthly resource allocations. The table below describes the available filter fields in the portlet. Column Label Description Work Effort Manager Manager of the Investment the Work Effort is on Work Effort Active Active status of the Investment the Work Effort is on Resource Resource’s Name Internal Resource ID Resource’s ID Zero Allocation Show Allocations that equal zero Open for Time Entry Is the Resource Open for Time Entry Resource Active Resource’s Active status Role Resource’s Primary Role OBS Unit Resource’s OBS Start Allocation Start Time to filter by End Allocation Finish time to filter by

The Timesheet Notes portlet displays all timesheet notes split out by resource, investment and task.  This is very useful in situations where you want to review multiple notes as you do not have to open each note separately. The table below describes the available filter fields in the portlet.

Column Label	Description
Timesheet Period Start	Range of time periods to display filtered by start date
Timesheet Period Finish	Range of time periods to display filtered by finish date
Resource	Resource(s) to display
Type	Note on a timesheet or time entry (task specific)

The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource.

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.