Resource Assignments by Task

The Resource Assignments by Task report displays actual and estimate effort amounts for investment task assignments, by resource. The report displays amounts by investment task assignment, and in total, for each resource. The report also displays task status and percent (%) complete information, and assignment start and finish dates.
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The Resource Assignments by Task report displays actual and estimate effort amounts for investment task assignments, by resource. The report displays amounts by investment task assignment, and in total, for each resource. The report also displays task status and percent (%) complete information, and assignment start and finish dates.
The following image shows the Resource Assignments by Task report with task assignment effort amounts for different resources.
Image displaying the Resource Assignments by Task report with task assignment effort amounts for different resources.
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • Run the Load Data Warehouse and Load Data Warehouse Access Rights jobs before you run this report. If the Data Warehouse is not populated, the report displays a message that there are no matching records. Also, most of the report parameters do not display options.
  • The resource or role must be assigned to at least one investment task for the resource to display in the report. For projects, the resource or role must be assigned to a task in the Gantt unless the project has an effort task with resources or roles automatically assigned. For investments other than the project, resources or roles added to the team are automatically assigned to an effort task for the investment.
    Note:
    Effort task is a task with the Task ID of "~rmw".
Report Properties
The following values list the report properties:
Name:
Resource Assignments by Task
Resource ID:
CSK_RES_AssignmentsByTask
Description:
Resource Management (PMO Accelerator)
Folder:
CA PPM/Reports/Resource Management/Resource Assignments by Task
Path:
/ca_ppm/reports/resource_management/CSK_RES_AssignmentsByTask
Data Source:
Clarity Project and Portfolio Management (PPM)
Data Warehouse Bean Data Source
Report Parameter Options
The following table lists the report parameter options.
Prompt Text
Parameter Name
Type
Input Control Name
Input Control Resource ID
Mandatory
Default Value
Resource OBS Type
resourceOBSTypeKey_1
Single-select
Query
Resource OBS Type
resourceOBSTypeKey_1
No
Resource OBS Unit
resourceOBSUnitKey_1
Single-select
Query
Resource OBS Unit
resourceOBSUnitKey_1
No
Resource Manager
resourceManagerKey_1
Multiple-select
Query
Resource Manager
resourceManagerKey_1
No
Booking Manager
bookingManagerKey_1
Multiple-select
Query
Booking Manager
bookingManagerKey_1
No
Resource Role
roleKey_1
Multiple-select
Query
Resource Role
roleKey_1
No
Resource
resourceKey_1
Multiple-select
Query
Resource
resourceKey_1
No
Employment Type
employmentTypeKey_1
Multiple-select
Query
Employment Type
employmentTypeKey_1
No
Booking Status
bookingStatusKey_1
Multiple-select
Query
Booking Status
bookingStatusKey_1
No
Investment Type
investmentTypeKey_1
Multiple-select
Query
Investment Type
investmentTypeKey_1
Yes
All
Investment Manager
investmentManagerKey_1
Multiple-select
Query
Investment Manager
investmentManagerKey_1
No
Investment
investmentKey_1
Multiple-select
Query
Investment
investmentKey_1
No
Investment Status
investmentStatusKey_1
Multiple-select
Query
Investment Status
investmentStatusKey_1
Yes
All
Task Start Date
taskStartDate
Single Value
Date
Task Start Date
taskStartDate
No
Include Completed Tasks?
includeCompletedTasks
Boolean
Include Completed Tasks?
includeCompletedTasks
No
Unchecked
Include Unstaffed Roles?
includeUnstaffedRoles
Boolean
Include Unstaffed Roles?
includeUnstaffedRoles
No
Unchecked
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Unchecked
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Investments?
includeInactiveInvestments
No
Unchecked
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through
Clarity Project and Portfolio Management (PPM)
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through
Clarity Project and Portfolio Management (PPM)
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through
Clarity Project and Portfolio Management (PPM)
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through
Clarity Project and Portfolio Management (PPM)
Parameter Lookup Values
The following values list the lookup values:
Employment Type:
Contractor, Employee
Booking Status:
Hard, Mixed, Soft
Investment Type:
All, Application, Asset, Idea, Other Work, Product, Project, Service
Investment Status:
All, Approved, Unapproved
Parameter Explanations
The following list describes the parameters:
  • The Resource OBS Type is a cascading parameter that determines which units are listed in the Resource OBS Unit parameter. This parameter does not directly control which resources display in the report.
  • The Resource OBS Unit parameter displays values based on the selected Resource OBS Type. When you select an OBS unit in this parameter, the report displays the resources that are attached to the OBS unit and descendants of the unit that you select.
  • The resource OBS parameter filters investment team members based on their staff OBS. If the staff OBS is not completed for the team members, then the parameter filters the resources or roles based on their OBS.
  • The Task Start Date parameter determines the start date of the tasks that display in the report. If a date is entered, the report includes tasks with dates equal to or greater than the date entered. If no date is entered, the report includes all tasks.
  • The Include Completed Tasks parameter allows you to control which tasks display in the report. If the parameter is checked, the report includes tasks with all statuses, including Completed. If the parameter is not checked, then report only includes tasks with a status of Not Started and Started.
  • The Include Unstaffed Roles parameter allows you to include roles, which have not been staffed with resources, in the report. If the parameter is checked, then roles are included in the report. If the parameter is not checked, then roles are not included in the report.
Report Fields and Calculations
The report displays the investment name, task name, status, % complete, assignment role, assignment start date, assignment finish date, actuals, ETC, and EAC amounts by task and in total for each resource. If the assignment role is blank, then the team role displays. If the team role is blank, then the resource primary role displays. Labor and equipment resources or roles are included in the report; expense and material resources or roles are excluded. Roles are only included if the Include Unstaffed Roles parameter is checked. Completed tasks are excluded by default. Completed tasks are included if the Include Completed Tasks parameter is checked. Templates are excluded.
This report contains the following calculation:
EAC
–The EAC field is the sum of the ETC and actual amounts.
Formula:
ETC + Actual
Report Security
Security is determined by resource view rights.