Resource Skills and Remaining Capacity

The Resource Skills and Remaining Capacity report allows you to search for resources with remaining capacity and a particular skill set. The report displays resource remaining capacity amounts by resource. The report might be sorted by remaining capacity or resource and grouped by resource manager or booking manager. The report displays amounts by week or month, and in total. The amounts might be displayed as hours or FTEs.
ccppmop1541
The Resource Skills and Remaining Capacity report allows you to search for resources with remaining capacity and a particular skill set. The report displays resource remaining capacity amounts by resource. The report might be sorted by remaining capacity or resource and grouped by resource manager or booking manager. The report displays amounts by week or month, and in total. The amounts might be displayed as hours or FTEs.
This report allows you to drill down to the Resource Skills and Remaining Capacity Detail subreport, by clicking a resource name, to see more information about the resource capacity, demand, and skills.
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.
  • To calculate remaining capacity, resource capacity and demand allocation must be included in the report. Resource capacity amounts are included if the resource has availability that is defined and meets the parameter criteria. Resource demand allocation amounts are included 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). These time slices must be configured to cover the periods that are displayed in this report or the report does not display data for those periods.
  • The demand amounts are calculated based on the time slices with the name MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (Administration/Data Administration-Time Slices). These time slices must be configured to cover the periods that are displayed in this report or the report does not display data for those periods.
  • The report has a parameter that allows you to run the report by weekly periods. For period type of week to display data, there are two places in
    Clarity PPM
    that must have consistent start days of the week:
    • The start day of the week for the report column headings is retrieved from the First Day of Work Week field set in
      Clarity PPM
      (Administration/Project Management-Settings).
    • The time slices that are referenced by the report must all start on the day that you set as the first day of the work week. For example, if you set the first day of the work week field to Sunday (Administration/Project Management-Settings), then the weekly time slices that are referenced by this report must also be set to start on Sunday.
  • The time periods that display in the report and all the amounts being converted to FTE depend on the report calendar table. This table is populated by running the Update Report Tables job with the update reporting calendar option checked. This job populates calendar periods and calculates FTE amounts that are based on the availability of the resource with Resource ID of 'admin' and the time slice with the name MONTHLYRESOURCEAVAILCURVE (Administration/Data Administration-Time Slices). This time slice must be configured to cover the periods that are displayed in this report or the report does not calculate FTE data for those periods.
  • The report includes a skills parameter that allows you to search for resources with remaining capacity and a particular skill set. To leverage this capability, there must be skills that are created (Administration/Data Administration-Skills Hierarchy) and the skills must be associated to labor resources.
Report Properties
The following values list the report properties:
Name:
 Resource Skills and Remaining Capacity
Resource ID:
 CSK_RES_SkillsRemCapacity
Description:
 Resource Management (PMO Accelerator)
Folder:
 CA PPM/Reports/Resource Management/Resource Skills and Remaining Capacity
Path:
 /ca_ppm/reports/resource_management/CSK_RES_SkillsRemCapacity
Data Source:
 CA PPM DWH 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
Skill
skillKey
Multiple-select
query
Skill
skillKey
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
Investment Status
investmentStatusKey_1
Multiple-select
query
Investment Status
investmentStatusKey_1
No
Over/Under Allocated
overUnderAllocated
Single-select
list of values
Over/Under Allocated
overUnderAllocated
Yes
Over and Under Allocated
Over Allocated Threshold % (0-100)
overAllocatedThreshold
Single value
number
Over Allocated Threshold % (0-100)
overAllocatedThreshold
Yes
10
Under Allocated Threshold % (0-100)
overAllocatedThreshold
Single value
number
Under Allocated Threshold % (0-100)
overAllocatedThreshold
Yes
30
Sort By
sortResourceRemainingCapacity
Single-select
list of values
Sort By
sortResourceRemainingCapacity
Yes
Remaining Capacity
Group By
groupResManagerBookingManager
Single-select
list of values
Group By
groupResManagerBookingManager
Yes
No Grouping
Show Under Allocated Only?
showUnderAllocatedOnly
Boolean
Show Under Allocated Only?
showUnderAllocatedOnly
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 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
Sort By
: Resource, Remaining Capacity
Group By
: No Grouping, Resource Manager, Booking Manager
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 based on their staff OBS. If the staff OBS is not completed for the team members, then it filters the resources based on their OBS.
  • The Skill parameter allows you to search for resources with remaining capacity and a particular skill set. If a resource has at least one skill that is selected in the parameter, then the resource displays in the report. However, the subreport displays all the resource skills regardless of the skills that are selected in the parameter. This allows you to search for a particular skill set, but get visibility into all the resource skills.
  • The Start Date parameter determines the first time period that displays in the report. There are a total of nine 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 01/15/2012, the report will display the first month starting on 01/01/2012. 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 nine weeks.
  • Month
    . The report displays nine months.
  • The Over Allocated Threshold % parameter allows you to control when the background color turns red for the remaining capacity columns in the report. Resources that are over allocated by a percentage greater than the over allocated threshold percentage parameter are red in the report. In the above screen capture, the over allocated threshold % parameter that is entered when running the report is 10%. Entering a value of 10% means that the remaining capacity will turn red when the resource is over allocated and the over allocation percentage is greater than 10%. This allows you to easily identify over- allocated resources.
  • The Under Allocated Threshold % parameter allows you to control when the background color turns green for the remaining capacity columns in the report. Resources that are under allocated by a percentage greater than the under allocated threshold percentage parameter are green in the report. In the above screen capture, the under allocated threshold % parameter that is selected when running the report is 30%. Entering a value of 30% means that the remaining capacity turns green when the resource is under allocated and the under allocation percentage is greater than 30%. This allows you to easily identify under allocated resources.
  • The report has a Sort By parameter that allows you to control how the report is sorted. The following sort options are available:
  • Remaining Capacity
    . This option sorts the report by the total remaining capacity in descending order.
  • Resource
    . This option sorts the report by the resource name in ascending order.
  • 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 so you can 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.
  • Booking Manager
    . This option groups the report by the booking manager.
  • There is a Show Under Allocated Only parameter that allows you to only display resources that are under allocated in at least one period displayed in the report. If the parameter is checked, then only under allocated resources are displayed in the report. If the parameter is not checked, then all resources meeting the parameter criteria are displayed in the report. An under allocated resource is one whose allocation is less than available capacity. In other words, they have negative remaining capacity.
  • 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
If the report is not grouped, then the report displays the following columns: resource name, resource manager, booking manager, primary role, and remaining capacity amounts by week or month. If the report is grouped by resource manager, then the report displays the following columns: resource name, booking manager, primary role, and remaining capacity amounts by week or month. If the report is grouped by booking manager, then the report displays the following columns: resource name, resource manager, primary role, and remaining capacity amounts by week or month. Labor and equipment resources are included in the report; expense and material resources are excluded.
The report displays nine 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. The background color of the remaining capacity amounts on the report is based on the report threshold parameters. The remaining capacity field has a red background if the value is a negative number and the resource is over allocated by a percentage greater than the over allocated threshold percentage entered in the over allocated threshold parameter. It has no background if the remaining capacity value is zero or it is within the bounds of the threshold parameters. The remaining capacity field has a green background if the value is a positive number and the resource is under allocated by a percentage greater than the under allocated threshold percentage parameter.
Report Security
Security is determined by resource view rights.