Resource Skills and Remaining Capacity Detail

ccppmop159
The Resource Skills and Remaining Capacity Detail subreport displays resource capacity and demand for each investment to which the resource is allocated. It also displays all the skills that are associated to the resource, with the proficiency and interest levels. The subreport displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs.
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.
  • To calculate remaining capacity, resource capacity and demand allocation must be included in the report. Resource capacity amounts are included if the resource has availability that is defined and meets the parameter criteria. Resource demand allocation amounts are included if the resource is allocated to at least one investment. Resource assignments are not required.
  • The capacity amounts are calculated based on the time slices with the name MONTHLYRESOURCEAVAILCURVE and WEEKLYRESOURCEAVAILCURVE (Administration/Data Administration-Time Slices). These time slices must be configured to cover the periods that are displayed in this report or the report does not display data for those periods.
  • The demand amounts are calculated based on the time slices with the name MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (Administration/Data Administration-Time Slices). These time slices must be configured to cover the periods that are displayed in this report or the report does not display data for those periods.
  • The report has a parameter that allows you to run the report by weekly periods. For period type of week to display data, there are two places in
    Classic PPM
    that must have consistent start days of the week: (1) The start day of the week for the report column headings is retrieved from the First Day of Work Week field set in 
    Classic PPM
    (Administration/Project Management-Settings) and (2). The time slices that are referenced by the report must all start on the day that you set as the first day of the work week. For example, if you set the first day of the work week field to Sunday (Administration/Project Management-Settings), then the weekly time slices that are referenced by this report must also be set to start on Sunday.
  • The time periods that display in the report and all the amounts being converted to FTE depend on the report calendar table. This table is populated by running the Update Report Tables job with the update reporting calendar option checked. This job populates calendar periods and calculates FTE amounts based on the availability of the resource with Resource ID of 'admin' and the time slice with the name MONTHLYRESOURCEAVAILCURVE (Administration/Data Administration-Time Slices). This time slice must be configured to cover the periods that are displayed in this report or the report does not calculate FTE data for those periods.
  • The report includes a skills parameter that allows you to search for resources with remaining capacity and a particular skill set. To leverage this capability, there must be skills that are created (Administration/Data Administration-Skills Hierarchy) and the skills must be associated to labor resources.
Report Properties
The following values list the report properties:
Name:
 Resource Skills and Remaining Capacity Detail
Resource ID:
CSK_RES_SkillsRemCapacityDetail
Description:
 Resource Management (PMO Accelerator)
Folder:
 
Clarity
/Reports/Resource Management/Resource Skills and Remaining Capacity Detail
Path:
 /ca_ppm/reports/resource_management/CSK_RES_SkillsRemCapacityDetail
Data Source:
 
Clarity
DWH 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
Skill
skillKey
Multiple-select
query
Skill
skillKey
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
Over Allocated Threshold % (0-100)
overAllocatedThreshold
Single value
number
Over Allocated Threshold % (0-100)
overAllocatedThreshold
Yes
10
Under Allocated Threshold % (0-100)
overAllocatedThreshold
Single value
number
Under Allocated Threshold % (0-100)
overAllocatedThreshold
Yes
30
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 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 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 Skill parameter allows you to search for resources with remaining capacity and a particular skill set. If a resource has at least one skill that is selected in the parameter, then the resource displays in the report. However, the subreport displays all the resource skills regardless of the skills that are selected in the parameter. This allows you to search for a particular skill set, but get visibility into all the resource skills.
  • The Start Date parameter determines the first time period that displays in the report. There are a total of nine 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 01/15/2012, the report will display the first month starting on 01/01/2012. 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.
Week
. The report displays nine weeks.
Month
. The report displays nine months.
  • The Over Allocated Threshold % parameter allows you to control when the background color turns red for the remaining capacity columns in the report. Resources that are over allocated by a percentage greater than the over allocated threshold percentage parameter is red in the report. In the above screen capture, the over allocated threshold % parameter that is entered when running the report is 10%. Entering a value of 10% means that the remaining capacity will turn red when the resource is over allocated and the over allocation percentage is greater than 10%. This allows you to easily identify over allocated resources.
  • The Under Allocated Threshold % parameter allows you to control when the background color turns green for the remaining capacity columns in the report. Resources that are under allocated by a percentage greater than the under allocated threshold percentage parameter is green in the report. In the above screen capture, the under allocated threshold % parameter selected when running the report is 30%. Entering a value of 30% means that the remaining capacity turns green when the resource is under allocated and the under allocation percentage is greater than 30%. This allows you to easily identify under allocated resources.
Report Fields and Calculations
The report lists the investments to which the resource is allocated and includes the investment name, booking status, allocation start date, allocation finish date, and capacity and allocation amounts by period and in total. The capacity and allocation amounts are calculated the same as the main report. The start date and period type that is displayed in the report are also determined the same as in the main report.
The background color of the remaining capacity amounts on the report is based on the report threshold parameters. The remaining capacity field has a red background if the value is a negative number and the resource is over allocated by a percentage greater than the over allocated threshold percentage that is entered in the over allocated threshold parameter. It has no background if the remaining capacity value is zero or it is within the bounds of the threshold parameters. The remaining capacity field has a green background if the value is a positive number and the resource is under allocated by a percentage greater than the under allocated threshold percentage parameter.
The report also displays the parent skill, skill, description, proficiency, and interest of all skills that are associated to the resource. The report always displays all the resource skills.
Report Security
Security is determined by resource view rights.