Resource Baseline vs. Plan by Employment Type

The Resource Baseline vs. Plan by Employment Type report displays baseline, actual, estimate, and variance amounts by resource across investments. The report is grouped by employment type (for example, employee, contractor) to give you visibility into the variances for each type. The chart shows baseline compared to estimate at completion by month. The amounts can be displayed as hours or FTEs.
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The Resource Baseline vs. Plan by Employment Type report displays baseline, actual, estimate, and variance amounts by resource across investments. The report is grouped by employment type (for example, employee, contractor) to give you visibility into the variances for each type. The chart shows baseline compared to estimate at completion by month. The amounts can be displayed as hours or FTEs.
The following image shows the Resource Baseline vs. Plan by Employment Type report displaying baseline, actual, estimate, and variance amounts by resource across investments.
Image displaying the Resource Baseline vs. Plan by Employment Type report displaying baseline, actual, estimate, and variance amounts by resource 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.
  • The resource must have the employment type field completed on the resource. This is a required field in
    Clarity PPM
    .
  • The resource must be assigned to at least one investment during the reporting period that is selected to display in the report. For projects, the resource must be assigned to a task in the Gantt unless the project has an effort task with resources automatically assigned. For investments other than the project, resources 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'.
  • The baseline amounts are calculated based on the current baseline revision and the time slice with the name MONTHLYRESOURCEBASECURVE (
    Administration/Data Administration-Time Slices
    ).
  • The actual amounts are calculated based on the time slice with the name MONTHLYRESOURCEACTCURVE (
    Administration/Data Administration-Time Slices
    ).
  • The ETC amounts are calculated based on the time slice with the name MONTHLYRESOURCEESTCURVE (
    Administration/Data Administration-Time Slices
    ).
Report Properties
The following values list the report properties:
Name
: Resource Baseline vs. Plan by Employment Type
Resource ID
: CSK_RES_BaseVsPlanByEmpType
Description
: Resource Management (PMO Accelerator)
Folder
: CA PPM/Reports/Resource Management/Resource Baseline vs. Plan by Employment Type
Path
: /ca_ppm/reports/resource_management/CSK_RES_BaseVsPlanByEmpType
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
resourceKey_1
Multiple-select
query
Resource
resourceKey_1
No
Investment Type
investmentTypeKey_1
Multiple-select
query
Investment Type
investmentTypeKey_1
Yes
All
Start Date
startDate
Single value
date
Start Date
startDate
Yes
Start of Current Quarter
End Date
endDate
Single value
date
Start Date
startDate
Yes
End of Next Quarter
Unit Type
unitType
Single-select
list of values
Unit Type
unitType
Yes
Hours
Completed Tasks Only?
completedTasksOnly
Boolean
Completed Tasks Only?
completedTasksOnly
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 Graph?
showGraph
Boolean
Show Graph?
showGraph
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:
Investment Type
: All, Application, Asset, Idea, Other Work, Product, Project, Service
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 upon the Resource OBS Type selected. When you select an OBS unit in this parameter, the report displays the resources attached to the OBS unit and descendants of the unit you select.
  • The Start Date and End Date parameters allow you to control the months that display in the report. The start date that is entered determines the first month of data that is included in the baseline, actual, ETC, EAC, and variance values and the first month displayed in the chart. The end date determines the month through which data is included in the report and it is the last month that is displayed in the chart.
  • The Completed Tasks Only parameter allows you to control which tasks display in the report. If the parameter is checked, the report includes only tasks with a status of 'Completed'. If the parameter is not checked, then it includes all tasks regardless of status.
  • The Show Graph parameter controls whether the Baseline vs. EAC by Month chart displays on the report. If the parameter is checked, the chart displays at the top of each employment type section in the report. If the parameter is not checked, the chart does not display.
Report Fields and Calculations
The report displays the resource name, investment name, investment ID, baseline, actual, ETC, EAC, variance, and % variance across investments. When the show graph parameter is checked, the report also includes a column chart showing baseline compared to estimate at completion, in hours or FTEs, by month. Labor is included in the report; equipment, expense, and material resources or roles are excluded. Programs and templates are excluded. All tasks, regardless of status, are included by default. If the Completed Tasks Only parameter is checked, then only tasks with a status of 'Completed' are included in the report.
The report is grouped by employment type, which is an attribute on the resource. The lookup that is associated to the employment type attribute is a configurable system lookup in
Clarity PPM
. This means that lookup values can be added or modified for the purposes of managing resources in 
Clarity PPM
and grouping them in this report.
The amounts are calculated for a range of periods that are determined by the start date and end date report parameters. The amounts being converted to FTE depend on the Data Warehouse calendar table.
This report contains the following calculations:
  • EAC
    . The EAC field is the sum of the ETC and actual amounts.
    Formula:
    ETC + Actual
  • Variance
    . The variance field is the difference between EAC and baseline amounts. If no baseline exists, the baseline amounts are set to 0 and the variance is calculated as if the baseline amounts are 0.
    Variance background color is determined as follows:
    Red= The EAC amount exceeds the baseline amount. 
    Formula:
    EAC - Baseline
  • % Variance
    . The % variance field is the percentage of variance between EAC and baseline amounts. If no baseline exists, the baseline amounts are set to 0 and the variance is calculated as if the baseline amounts are 0.
    % Variance background color is determined as follows:
    Red The EAC amount exceeds the baseline amount. 
    Formula:
    ((EAC – Baseline) / Baseline) * 100
Report Security
Security is determined by resource view rights.