Resource Forecasted Utilization Detail

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The Resource Forecasted Utilization Detail report displays availability, allocation, and assignment amounts by investment and task. The report is grouped by resource and time period. The report displays amounts by week or month, and in total. The amounts might be displayed as hours or full-time equivalents (FTEs).
The following image shows the Resource Forecasted Utilization Detail report with monthly amounts and totals.
 
Image displaying the Resource Forecasted Utilization Detail report with monthly amounts and totals.
 
 
Report Prerequisites
 
Verify that you have completed the following prerequisites before you run this report:
 
  • Run the Load Data Warehouse and Load Data Warehouse Access Rights jobs 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 available amounts display if the resource has availability that is defined and meets the parameter criteria. Available amounts do not display for roles.
  • Resource allocation amounts display if the resource or role is allocated to at least one investment team during the selected reporting period for the report.
  • Resource assignment amounts display if the resource or role is assigned to at least one investment during the selected reporting period for 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 availability amounts are calculated based on the time slices with the name MONTHLYRESOURCEAVAILCURVE and WEEKLYRESOURCEAVAILCURVE (Administration, Data Administration, Time Slices).
  • For allocations, the amounts are calculated based on the time slices with the name MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (Administration, Data Administration, Time Slices).
  • For assignments, the 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:
 Resource Forecasted Utilization Detail
 
Resource ID:
 CSK_RES_ForecastedUtilDetail
 
Description:
 Resource Management (PMO Accelerator)
 
Folder:
 
Clarity
/Reports/Resource Management/Resource Forecasted Utilization Detail
 
Path:
 /ca_ppm/reports/resource_management/CSK_RES_ForecastedUtilDetail
 
Data Source:
 
Classic 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
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
End Date
endDate
Single Value
Date
End Date
endDate
Yes
End 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
Show Tasks?
showTasks
Boolean
Show Tasks?
showTasks
No
Checked
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 
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:
 
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 that determines which units are listed in the Resource OBS Unit parameter. This parameter does not directly control which resources display in the report.
  • The Resource OBS Unit parameter displays values based on the selected Resource OBS Type. 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 availability amounts, the resource OBS parameter filters resources based on their OBS.
For the allocation and assignment 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 the parameter filters the resources or roles based on their OBS.
  • The Start Date and End Date parameters allow you to control the months or weeks that display in the report. The start date that is entered determines the first month or week of data that is included in the report. The end date determines the month or week through which data is included in the report.
  • The Period Type parameter allows you to change the type of time periods that display in the report. This parameter works with the start date and end date parameters to determine the periods that display on the report.
    Week
    –The report displays weeks.
    Month
    –The report displays months.
  • The Show Tasks parameter controls whether tasks display under investments in the report. If the parameter is checked, the tasks with resource assignments display for each investment. If the parameter is not checked, the tasks do not display.
  • The Include Unstaffed Roles parameter 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 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 is grouped by resource or role and time period and it displays the following columns: investment name, task name, charge code, available amount, allocation amount, allocation percent (%), assignment amount, and assignment percent (%). The assignment amount and % are in bold font at the investment level because they are calculated based on the tasks belonging to the investment. 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.
The report displays periods starting with the period entered in the start date parameter and ending with the period entered in the end 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 allocation % and assignment % fields in the report have a red background if the value is greater than 100 percent and no background if the value is less than or equal to 100 percent. The amounts that are being converted to FTE depend on the Data Warehouse calendar table. This report contains the following calculations:
 
Allocation %
–The allocation % field is the percentage of availability that is allocated to investments.
 
Allocation % background color is determined as follows:
 
Red–The allocation amount exceeds the available amount. The allocation % exceeds 100 percent.
 
Formula:
 (Allocation Amount / Available Amount) * 100
 
Assignment %
–The assignment % field is the percentage of availability that is assigned to tasks. For nonproject investments, the assignment % calculates to be the same as the allocation %.
 
Assignment % background color is determined as follows:
 
Red–The assignment amount exceeds the available amount. The assignment % exceeds 100 percent.
 
Formula: 
(Assignment Amount / Available Amount) * 100
 
Report Security:
 
Security is determined by resource view rights.