Capacity vs. Allocation by OBS

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.
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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.
The following image shows the Capacity vs. Allocation by OBS report displaying capacity vs. allocation summary charts.
Image displaying the Capacity vs. Allocation by OBS report displaying capacity vs. allocation summary charts.
The following image shows the Capacity vs. Allocation by OBS report displaying capacity vs. allocation detail by investment.
Image displaying the Capacity vs. Allocation by OBS report displaying capacity vs. allocation detail by investment.
Report Prerequisites
Verify that you have completed the following prerequisites before you run this report:
  • The
    Load Data Warehouse
    and
    Load Data Warehouse Access Rights
    jobs must be run 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 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 capacity amounts are calculated based on the time slices with the name MONTHLYRESOURCEAVAILCURVE and WEEKLYRESOURCEAVAILCURVE (
    Administration/Data Administration-Time Slices
    ).
  • The demand amounts are calculated based on the time slices with the name MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (
    Administration/Data Administration-Time Slices
    ).
Report Properties
The following values list the report properties:
Name
: Capacity vs. Allocation by OBS
Resource ID
: CSK_RES_CapVsAllocByOBS
Description
: Resource Management (PMO Accelerator)
Folder
: CA PPM/Reports/Resource Management/Capacity vs. Allocation by OBS
Path
: /ca_ppm/reports/resource_management/CSK_RES_CapVsAllocByOBS
Data Source
: CA 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
resourceOBSTypeKeyRequired
Single-select
query
Resource OBS Type
resourceOBSTypeKeyRequired
Yes
Resource OBS Unit
resourceOBSUnitKeyRequired
Single-select
query
Resource OBS Unit
resourceOBSUnitKeyRequired
Yes
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 OBS Type
investmentOBSTypeKey_1
Single-select
query
Investment OBS Type
investmentOBSTypeKey_1
No
Investment OBS Unit
investmentOBSUnitKey_1
Single-select
query
Investment OBS Unit
investmentOBSUnitKey_1
No
Investment Status
investmentStatusKey_1
Multiple-select
query
Investment Status
investmentStatusKey_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
groupOBSLevel
Single-select
list of values
Group By
groupOBSLevel
Yes
OBS Level 1
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
Show Graphs?
showGraphs
Boolean
Show Graphs?
showGraphs
No
Checked
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through
Clarity PPM
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through
Clarity PPM
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through
Clarity PPM
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through
Clarity PPM
Parameter Lookup Values
The following values list the lookup values
Employment Type
: Contractor, Employee
Booking Status
: Hard, Mixed, Soft
Period Type
: Week, Month
Unit Type
: FTE, Hours
Parameter Explanations
The following list describes the parameters:
  • The Resource OBS Type is a cascading parameter and determines which units are listed in the Resource OBS Unit parameter. This parameter is not used to control which resources display in the report.
  • The Resource OBS Unit parameter displays values that are based on the Resource OBS Type selected. 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 you select.
  • For the capacity amounts, the resource OBS parameter filters resources that are based on their OBS.
  • For the allocation demand amounts, the resource OBS parameter filters investment team members that are based on their staff OBS. If the staff OBS is not completed for the team members, then it filters the resources that are based on their OBS.
  • The Investment OBS Type is a cascading parameter and determines which units are listed in the Investment OBS Unit parameter. This parameter is not used to control which investments display in the report.
  • The Investment OBS Unit parameter displays values that are based on the Investment OBS Type selected. When you select an OBS unit in this parameter, the report displays the investments that are attached to the OBS unit and descendants of the unit you select.
  • The Start Date parameter determines the first time period that displays in the report. There are a total of 12 periods that 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 it 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 will display 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:
    • OBS Level 1-10.
      This option requires that you select a unit in the resource OBS parameter to group by an OBS level. The resource OBS parameter and grouping by an OBS level work with one another.  The resource OBS parameter determines which OBS you group by when you select a group by level. You can group by any OBS level from 1 to 10, which is the maximum number of levels for an OBS supported in
      Clarity PPM
      .  OBS level 1 is the top level in the hierarchy and OBS level 10 is bottom level in the hierarchy. When you group by an OBS level, the resources that are attached to OBS units at the level you select and any units below the level you select are rolled up to the group by level of the report.
      If you group by an OBS level that is lower in the hierarchy, then the report groups the resources by this level (for example, OBS Level 4). If resources are associated to units above level 4 (for example, resources are attached to levels 2 and 3), then the resources that are associated to units higher in the hierarchy display in the report in an Undefined grouping. The Undefined grouping indicates that there is no OBS unit that is defined for the resource at the level by which you are grouping.
      If you group by an OBS level but you do not select a unit in the resource OBS parameter, then the report returns results. However, the report does not group by an OBS level because it relies on the resource OBS parameter to determine which OBS to use for grouping.
  • There is an Include Unstaffed Roles parameter that allows you to include roles, which have not been staffed with resources, in the report demand allocation amounts. If the parameter is checked, then unstaffed roles are included in the report. If the parameter is not checked, then unstaffed roles are not included in the report.
  • The Show Graph parameter controls whether the Capacity and Demand charts display on the report. If the parameter is checked, the charts display at the top of the report. If the parameter is not checked, the charts do not display.
  • The investment statuses are displayed based on the existing investment statuses in the environment such as test, dev, or prod. For example, if there are investments with only Approved status, then only the Approved investment status displays.
Report Fields and Calculations
The report displays the investment name and capacity and demand amounts by period and in total, which is grouped by OBS unit. Labor and equipment resources are included in the report; expense and material resources or roles are excluded. Templates are excluded.
The capacity amounts include the capacity for resources that have an OBS unit the same as or a descendant of the resource OBS unit that is selected in the parameter. The allocation demand amounts include allocations for team staff members that have a staff OBS unit the same as or a descendant of the resource OBS unit that is selected in the parameter. If the staff OBS unit is not completed for the team members, then it uses the OBS of the resource for demand.
The report displays 12 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 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 displayed in the report. Weekly periods are calculated based on the first day of the work week.
The remaining capacity field on the report has a red background if the value is a negative number, no background if the value is zero, and a green background if the value is a positive number. The amounts being converted to FTE depend on the Data Warehouse calendar table.
Report Security
Security is determined by resource view rights.