Investment Allocations and Assignments

ccppmop1581
The Investment Allocations and Assignments report displays team member allocation, task assignment, and variance amounts by investment across time periods. The chart shows allocation compared to assignment amounts by period. The report can also be run to show allocations only or assignments only. This report displays amounts by week or month, and in total, for each team member and investment. The amounts can be displayed as hours or FTEs.
The following image shows the Investment Allocations and Assignments report displaying team member allocation, task assignment, and variance amounts by investment across time periods.
 
The image shows the Investment Allocations and Assignments report displaying team member allocation, task assignment, and variance amounts by investment across time periods.
 
 
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 investment must have at least one resource or role on the investment team for the investment and team member allocations to display in the report.
  • The investment must have at least one resource or role assigned to a task for the investment assignments to display in the report. For projects, the resource or role must be assigned to a task in the Gantt unless the project has an effort task with resources or roles automatically assigned. For investments other than the project, resources or roles 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 allocation amounts are calculated based on the time slices with the name MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (
    Administration/Data Administration-Time Slices
    ).
  • The assignment amounts are calculated based on the time slices with the name MONTHLYRESOURCEACTCURVE and WEEKLYRESOURCEACTCURVE; and MONTHLYRESOURCEESTCURVE and WEEKLYRESOURCEESTCURVE (
    Administration/Data Administration-Time Slices
    ).
 
Report Properties
 
The following values list the report properties:
 
Name
: Investment Allocations and Assignments
 
Resource ID
: CSK_INV_AllocationAssignment
 
Description
: Investment Management (PMO Accelerator)
 
Folder
:
Clarity
/Reports/Investment Management/Investment Allocations and Assignments
 
Path
: /ca_ppm/reports/investment_management/CSK_INV_AllocationAssignment
 
Data Source
:
Clarity
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
 
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 Type
investmentTypeKey_1
Multiple-select
query
Investment Type
investmentTypeKey_1
Yes
All
Investment Manager
investmentManagerKey_1
Multiple-select
query
Investment Manager
investmentManagerKey_1
No
Investment
investmentKey_1
Multiple-select
query
Investment
investmentKey_1
No
Investment Status
investmentStatusKey_1
Multiple-select
query
Investment Status
investmentStatusKey_1
No
Resource Manager
resourceManagerKey_1
Multiple-select
query
Resource Manager
resourceManagerKey_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
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
typeOfHoursAll
Single-select
list of values
Type of Hours
typeOfHoursAll
Yes
Allocated and Assigned
Include Unstaffed Roles?
includeUnstaffedRoles
Boolean
Include Unstaffed Roles?
includeUnstaffedRoles
No
Unchecked
Include Inactive Investments?
includeInactiveInvestments
Boolean
Include Inactive Investments?
includeInactiveInvestments
No
Unchecked
Include Inactive Resources?
includeInactiveResources
Boolean
Include Inactive Resources?
includeInactiveResources
No
Checked
Show Graph?
showGraph
Boolean
Show Graph?
showGraph
No
Checked
Database Schema
dwhDBSchema
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
UI Theme
ppmUserUITheme
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
Language
ppmUserLanguage
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
User ID
ppmUser
Hidden
Not applicable
Yes
Passed through 
Classic PPM
 
 
Parameter Lookup Values
 
The following values list the lookup values:
 
Investment Type
: All, Application, Asset, Idea, Other Work, Product, Project, Service
 
Employment Type
: Contractor, Employee
 
Booking Status
: Hard, Mixed, Soft
 
Period Type
: Week, Month
 
Unit Type
: FTE, Hours
 
Type of Hours
: Allocated and Assigned, Allocated, Assigned
 
Parameter Explanations
 
The following list describes the parameters:
  • 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 twelve periods that display in 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 twelve weeks. 
    •  
      Month.
       The report displays twelve months.
  • The Type of Hours parameter allows you to determine which amounts display in the report. The following options are available:
    •  
      Allocated and Assigned
      . The report displays allocation, assignment, and variance amounts in the body of the report. It displays allocation and assignment amounts in the line chart. 
    •  
      Allocated
      . The report displays allocation amounts in the body of the report and the line chart. 
    •  
      Assigned
      . The report displays assignment amounts in the body of the report and the line chart.
  • There is an Include Unstaffed Roles parameter that allows you to include roles, which have not been staffed with resources, in the report. If the parameter is checked, then roles are included in the report. If the parameter is not checked, then roles are not included in the report.
  • The Show Graph parameter controls whether the Allocation vs. Assignment chart displays on the report. If the parameter is checked, the chart displays at the top of the report. If the parameter is not checked, the chart does 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 resource or role name with allocation, assignment, and variance amounts by period and in total, grouped by investment. The report also includes a line chart showing allocation compared to assignments, in hours or FTEs, by month or week. Labor and equipment resources or roles are included in the report; expense and material resources or roles are excluded. Roles are only included if the Include Unstaffed Roles parameter is checked. Programs and templates 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 being converted to FTE depend on the Data Warehouse calendar table. This report contains the following calculation:
  •  
    Variance
     The variance field is the difference between the allocation and assignment amounts. Variance background color is determined as follows:
    Red= The assignment amount exceeds the allocation amount.
    Formula:
    Allocation - Assignment
 
Report Security
 
Security is determined by investment view rights.