Capacity vs. Demand by Role

The Capacity vs. Demand by Role report displays capacity and demand at the role level across investments. The report gives you visibility into the capacity, demand, and remaining capacity by role. 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. Demand by Role report displays capacity and demand at the role level across investments. The report gives you visibility into the capacity, demand, and remaining capacity by role. 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. Demand by Role report displays capacity and demand at the role level across investments.
Image displaying the Capacity vs. Demand by Role report displays capacity and demand at the role level across investments.
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.
  • Role capacity amounts display if a resource has the role set as their primary role. The resource must also have availability that is defined and meet the parameter criteria.
  • Role demand allocation amounts display if a resource has the role set as their primary role. The resource must also be allocated to at least one investment and the report must display type of hours as allocations. Resource demand assignment amounts display if a resource has the role set as their primary role. The resource must also be assigned to at least one task on an investment and the report must display type of hours as assignments.
  • The capacity amounts are calculated based on the time slices with the name MONTHLYRESOURCEAVAILCURVE and WEEKLYRESOURCEAVAILCURVE (
    Administration/Data Administration-Time Slices
    ).
  • When the report displays type of hours as allocations, the demand amounts are calculated based on the time slices with the names of MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (
    Administration/Data Administration-Time Slices
    ).
  • When the report displays type of hours as assignments, the demand amounts are calculated based on the time slices with the names of MONTHLYRESOURCEACTCURVE, WEEKLYRESOURCEACTCURVE, MONTHLYRESOURCEESTCURVE, and WEEKLYRESOURCEESTCURVE (
    Administration/Data Administration-Time Slices
    ).
Report Properties
The following values list the report properties:
Name
: Capacity vs. Demand by Role
Resource ID
: CSK_RES_CapVsDemandByRole
Description
: Resource Management (PMO Accelerator)
Folder
: CA PPM/Reports/Resource Management/Capacity vs. Demand by Role
Path
: /ca_ppm/reports/resource_management/CSK_RES_CapVsDemandByRole
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
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
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
Type of Hours
typeOfHours
Single-select
list of values
Type of Hours
typeOfHours
Yes
Allocated
Show Roles With No Capacity?
showRolesWithNoCapacity
Boolean
Show Roles With No Capacity?
showRolesWithNoCapacity
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 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
Type of Hours
: Allocated, Assigned
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 based on their OBS.
  • For the allocation or assignment 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 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. The following options are available:
    • Week
      . The report displays 12 weeks.
    • Month
      . The report displays 12 months.
  • The Type of Hours parameter allows you to change the display amounts. The following options are available:
    • Allocated
      . The report displays allocation amounts.
    • Assigned
      . The report displays assignment amounts.
  • There is a Show Roles With No Capacity parameter that allows you to include roles that have zero capacity in the report. If the parameter is checked, then roles with zero capacity are included in the report. If the parameter is not checked, then roles with zero capacity are not included in the report. Roles capacity is determined by the capacity of the resources that have the role as a primary role. If the resources associated to a primary role have no capacity, then the role has no capacity.
  • 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 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 role name, capacity, demand, and remaining amounts by period and in total. Labor and equipment resources and roles are included in the report; expense and material resources and roles are excluded. Roles are only included in demand allocation amounts if the Include Unstaffed Roles parameter is checked. 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 capacity amounts are grouped by the resource primary role. The allocation or assignment demand amounts include 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 demand amounts are grouped by the investment role and if it is not completed, then they are grouped by the resource primary role.
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.