The Capacity vs. Allocation by OBS report displays resource capacity and demand across investments. The report can be grouped by any OBS level, providing visibility into resources at any level of the organization. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • Resource capacity amounts display if the resource has availability that is defined and meets the parameter criteria. • Resource demand allocation amounts display if the resource is allocated to at least one investment. Resource assignments are not required. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.

The Resource Assignments by Task report delivers a detailed view of effort distribution for resources working on investment tasks. It outlines both recorded and projected effort at the task assignment level, along with total effort per resource. In addition, the report includes key task details such as progress status, percentage of completion, and assignment start and end dates. This information helps stakeholders monitor workload distribution, track task progress, and evaluate how resource effort aligns with project expectations.