Resource Forecasted Utilization

ccppmop159
The Resource Forecasted Utilization report displays availability, allocation, and assignment amounts by resource across time periods. The chart shows these amounts per period. The report displays amounts by week or month, and in total. The amounts appear as hours or full-time equivalents (FTEs).
The following image shows the Resource Forecasted Utilization report with availability, allocation, and assignment hours by week and month.
Image displaying the Resource Forecasted Utilization report with availability, allocation, and assignment hours by week and month.
This report allows you to click on a period to drill down to the Resource Forecasted Utilization Detail report. The following image shows the Detail report with amounts allocated to investments and assigned to tasks.
Image displaying the Detail report with amounts allocated to investments and assigned to tasks.
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. If the Data Warehouse is not populated, the report displays a message that no matching records exist. Also, most of the report parameters do not display options.
  • Resource available amounts display if the resource has availability 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 reporting period that is selected for the report.
  • Resource assignment amounts display if the resource or role is assigned to at least one investment during the reporting period that is selected 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
Name:
Resource Forecasted Utilization
Resource ID:
CSK_RES_ForecastedUtilization
Description:
Resource Management (PMO Accelerator)
Folder:
Clarity
/Reports/Resource Management/Resource Forecasted Utilization
Path:
/ca_ppm/reports/resource_management/CSK_RES_ForecastedUtilization
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 Year
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
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
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
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 that are based on the selected Resource OBS Type. When you select an OBS unit, the report displays the resources that are attached to the OBS unit and its descendants.
  • 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 and the first month or week displayed in the chart. The end date determines the month or week through which data is included in the report. This month or week is the last month or week that is displayed in the chart.
  • The Period Type parameter allows you to change the type of time periods that display in the report. Select
    Week
    or
    Month
    . This parameter works with the start date and end date parameters to determine the periods that display on the report.
  • 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 Show Graph parameter controls whether the column chart displays in the report. If the parameter is checked, the chart displays at the top of each resource section in 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, resource manager, primary role, employment type, period, available amount, allocation amount, allocation remaining amount, allocation percent (%), assignment amount, assignment remaining amount, and assignment percent (%). The amounts and percentages appear by period and in total. 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 start date parameter and ending with 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 appears 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 appears in the report. Weekly periods are calculated based on the first day of the work week.
The allocation remaining and assignment remaining fields in the report have a red background if the value is a negative number. These fields show no background if the value is zero or a positive number. 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.
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 %.
Formula:
(Assignment Amount / Available Amount) * 100
Report Security
Security is determined by resource view rights.