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The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS. -
The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS.
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The Allocation Compliance Pie Chart portlet gives a view of active resources' allocation compliance within a date range and OBS displayed in a pie chart. It allows the user to the percentage of resources over, under, and adequately staffed on projects over a selected time period. This portlet leverages the daily allocation and daily availability slices as well as only active investments. The portlet provides filters for specific dates (required) and OBS.
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Allocation Compliance Pie Chart provides the resource manager a single place to view the Allocation compliance information in the form of a Pie chart. Allocation Compliance is calculated based on the value of 'Availability to Allocation Hours %'. Allocation Compliance is 'Under Allocated (Less Than 80%)' WHEN 'Availability to Allocation Hours %’ is less than 80. Allocation Compliance is 'Appropriately Allocated (Between 80-120%)' WHEN 'Availability to Allocation Hours %' is between 80 and 120. Allocation Compliance is 'Over Allocated (Over 120%)' WHEN 'Availability to Allocation Hours %' is greater than 120. User can further narrow their search by Resource Is Active?, OBS Type, OBS Path, Allocation Start Date, Investment Name and Resource Manager. User can use exact dates or relative dates for Allocation Start Date filter parameter. -
Allocation Compliance Pie Chart report provides resource managers a single place to view Allocation compliance for various resources. It displays the following: Allocated Hours by OBS chart: Pie chart that displays percentage of resources that are fully allocated (80 -120 %) and under allocated (less than 80%) for a particular OBS and selected period range. Grid: Displays Resource Name, Resource Id, Primary Role, Booking Manager, Period, Allocated hours and Actual hours during that period. You can further narrow your search by OBS Type, OBS Path & Period Date range. -
This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection. The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view: Column Label Description Resource Name Name of the Resource Resource Manager Resource Manager Availability Resource Availability Allocated Resource Allocation Allocation % Resource Allocation % Res_id Unique identifier of the Resource -
This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection. The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view: Column Label Description Resource Name Name of the Resource Resource Manager Resource Manager Availability Resource Availability Allocated Resource Allocation Allocation % Resource Allocation % Res_id Unique identifier of the Resource -
This Allocation Compliance Drilldown Enhancement portlet is used in conjunction with the Allocation Compliance Pie Chart. Once the user selects a specific section of the chart, the Allocation Compliance Drilldown Enhancement will display a list of resources fulfilling that selection. The Allocation Compliance list portlet shows the Resource Name, the Resource Manager, Availability, Allocated Hours and Allocation % for the selection. Note: The Allocation compliance pie chart is displayed first based on the filter selection i.e., Start Date, End Date and OBS. The pie chart is displayed as per the following three slices of the pie: Under Allocated (Less than 80%) Appropriately Allocated (Between 80-120%) Over Allocated (Above 120%) The slice of a pie can be clicked to display resource allocation compliance information in the Allocation Compliance List portlet, as described earlier. The table below describes the available columns in the Allocation Compliance list portlet. The first 5 are configured in the default view: Column Label Description Resource Name Name of the Resource Resource Manager Resource Manager Availability Resource Availability Allocated Resource Allocation Allocation % Resource Allocation % Res_id Unique identifier of the Resource -
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. -
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.
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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.
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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
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