Resource Availability

The Resource Availability report displays available capacity amounts by resource. The report can be grouped by resource manager or primary role. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or full-time equivalents (FTEs).
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The Resource Availability report displays available capacity amounts by resource. The report can be grouped by resource manager or primary role. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or full-time equivalents (FTEs).
The following image shows the Resource Availability report with resources grouped by primary role.
Image displaying the Resource Availability report with resources grouped by primary role.
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.
  • Resource availability amounts display if the resource has availability that is defined and meets the parameter criteria. The availability amounts are determined by the resource calendar.
  • The availability amounts are calculated based on the time slices with the name MONTHLYRESOURCEAVAILCURVE and WEEKLYRESOURCEAVAILCURVE (Administration, Data Administration, Time Slices).
Report Properties
The following values list the report properties:
Name:
Resource Availability
Resource ID:
CSK_RES_ResourceAvailability
Description:
Resource Management (PMO Accelerator)
Folder:
CA PPM/Reports/Resource Management/Resource Availability
Path:
/ca_ppm/reports/resource_management/CSK_RES_ResourceAvailability
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
Start Date
startDate
Single Value
Date
Start Date
startDate
Yes
Start of Current Month
Period Type
periodTypeWeekMonth
Single-select
List of Values
Period Type
periodTypeWeekMonth
Yes
Month
Unit Type
unitType
Single-select
List of Values
Unit Type
unitType
Yes
Hours
Group By
groupResManagerPrimaryRole
Single-select
List of Values
Group By
groupResManagerPrimaryRole
Yes
No Grouping
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
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
Period Type:
Week, Month
Unit Type:
FTE, Hours
Group By:
No Grouping, Resource Manager, Primary Role
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 Start Date parameter determines the first time period that displays in the report. A total of twelve periods display on the report, starting with the period in which the start date parameter entered falls. If a date other than the first day of a monthly or weekly period is entered, then the report evaluates the date to the start of the period to which the date entered belongs. For example, if you enter a start date of 01/15/2015, the report displays the first month starting on 01/01/2015. The same is true for weekly periods.
  • The Period Type parameter allows you to change the type of time periods that display across the columns of the report. This parameter works with the start date parameter to determine the periods that display on the report.
    Week
    –The report displays twelve weeks. 
    Month
    –The report displays twelve months.
  • The report has a Group By parameter that allows you to control how the report is grouped. The following group options are available:
    No Grouping
    –This option does not group the report. Select this value if you do not want to do a grouping for one of the group by options.
    Resource Manager
    –This option groups the report by resource manager. 
    Primary Role
    –This option groups the report by the resource primary role. 
Report Fields and Calculations
The report displays the resource name, primary role, and availability amounts by period and in total, when no grouping option is specified. When grouping by resource manager, the report displays the resource name, primary role, and availability amounts by period and in total. When grouping by primary role, the report displays the resource name, resource manager, and availability amounts by period and in total. Labor and equipment resources are included in the report; expense and material resources or roles are excluded.
The report displays twelve periods, starting with the period entered in the start date parameter. If the period type parameter is month, then the first day of the month in which the start date entered falls is the first monthly period that is displayed in the report. If the period type parameter is week, then the first date of the week in which the start date entered falls is the first weekly period that is displayed in the report. Weekly periods are calculated based on the first day of the work week. The amounts that are being converted to FTE depend on the Data Warehouse calendar table.
Report Security
Security is determined by resource view rights.