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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. -
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 portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
The Revenue Forecast portlet displays projected revenue at a project level broken out by month. This portlet assists in viewing all project revenue data at once and making it easily exportable. The table below describes the available filter fields in the portlet. Column Label Description OBS OBS to filter projects with Status Status of the project Closure Probability ? Months Month(s) of Project Revenue to display -
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. -
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 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.
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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.
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Based on the pre-determined schedule frequency, this job will send an email to Resource Managers that have a Resource meeting the criteria of: Average allocations are greater than 120% where Resource(s) and Project(s) are active over the next 90 days. This serves as a reminder to Resource Managers to monitor and manage allocations. The contents of the email include a message indicating the Resource Manager has at least one Resource meeting this criteria and a table indicating the Resource and that resource’s average, next 90 days allocations.
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