Over/Under Allocation by Role

The Over/Under Allocation by Role report displays resource remaining capacity amounts by role. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs.
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The Over/Under Allocation by Role report displays resource remaining capacity amounts by role. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs.
The following image shows the Over/Under Allocation by Role report displaying the resource remaining capacity amounts by role.
Image displaying the Over/Under Allocation by Role report displaying the resource remaining capacity amounts by role.
This report allows you to drill down to the Capacity vs.Demand by Resource report, by clicking on a role name, to see more information about the capacity and demand of the resources having this primary role.
The following image shows the Capacity vs.Demand by Resource report displaying resource capacity and demand by primary role.
Image displaying the Capacity vs.Demand by Resource report displaying resource capacity and demand by primary role.
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 role must be over allocated or under allocated in at least one of the reporting periods to display on the report. Over allocated roles are roles that have investment allocation demand exceeding available capacity. Over-allocated roles display negative remaining capacity on the report. Under-allocated roles are roles that have investment allocation demand that is less than available capacity. Under-allocated roles display positive remaining capacity on the report.
  • In order to calculate remaining capacity, role capacity and demand allocation must be included in the report. Role capacity amounts are included if a resource has the role set as their primary role. The resource must also have availability defined and meet the parameter criteria. Role demand allocation amounts are included if a resource has the role set as their primary role. The resource must also be allocated to at least one investment and meet the parameter criteria. 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
    ).
  • The demand amounts are calculated based on the time slices with the name MONTHLYRESOURCEALLOCCURVE and WEEKLYRESOURCEALLOCCURVE (
    Administration/Data Administration-Time Slices
    ).
Report Properties
The following values list the report properties:
Name
: Over/Under Allocation by Role
Resource ID
: CSK_RES_OverUnderAllocByRole
Description
: Resource Management (PMO Accelerator)
Folder
: CA PPM/Reports/Resource Management/Over/Under Allocation by Role
Path
: /ca_ppm/reports/resource_management/CSK_RES_OverUnderAllocByRole
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 Role
roleKey_1
Multiple-select
query
Resource Role
roleKey_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
Investment Status
investmentStatusKey_1
Multiple-select
query
Investment Status
investmentStatusKey_1
No
Over/Under Allocated
overUnderAllocated
Single-select
list of values
Over/Under Allocated
overUnderAllocated
Yes
Over and Under Allocated
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
Show Roles With No Capacity?
showRolesWithNoCapacity
Boolean
Show Roles With No Capacity?
showRolesWithNoCapacity
No
Unchecked
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
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:
Employment Type
: Contractor, Employee
Booking Status
: Hard, Mixed, Soft
Period Type
: Week, Month
Unit Type
: FTE, Hours
Over/Under Allocated
: Over and Under Allocated, Over Allocated Only, Under Allocated Only
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 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 Start Date parameter determines the first time period that displays in the report. There are a total of 12 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 01/15/2015, 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.
  • Week
    . The report displays 12 weeks.
  • Month
    . The report displays 12 months.
  • The Over/Under Allocated parameter allows you to filter roles depending on their allocation state. The following options are available:
  • Over and Under Allocated
    . This option includes roles over or under allocated in at least one period displayed in the report. An over allocated role is one whose allocation exceeds available capacity. In other words, they have negative remaining capacity. An under-allocated role is one whose allocation is less than available capacity. In other words, they have positive remaining capacity.
  • Over Allocated Only
    . This option includes roles over-allocated in at least one period displayed in the report. An over allocated role is one whose allocation exceeds available capacity. In other words, they have negative remaining capacity.
  • Under Allocated Only
    . This option includes roles under allocated in at least one period displayed in the report. An under-allocated role is one whose allocation is less than available capacity. In other words, they have negative remaining capacity.
  • The Over Allocated Threshold % parameter allows you to control when the background color turns red for the remaining capacity columns in the report. Roles that are over-allocated by a percentage greater than the over-allocated threshold percentage parameter appear red in the report. In the above screen capture, the over-allocated threshold % parameter entered when running the report is 10%. Entering a value of 10% means that the remaining capacity will turn red when the role is over-allocated and the over allocation percentage is greater than 10%. This allows you to easily identify over-allocated roles.
  • The Under Allocated Threshold % parameter allows you to control when the background color turns green for the remaining capacity columns in the report. Roles that are under-allocated by a percentage greater than the under-allocated threshold percentage parameter appear  green in the report. In the above screen capture, the under allocated threshold % parameter that is selected when running the report is 30%. Entering a value of 30% means that the remaining capacity turns green when the role is under allocated and the under allocation percentage is greater than 30%. This allows you to easily identify under-allocated roles.
  • There is a Show Roles With No Capacity parameter that allows you to include roles that have zero capacity in the report. If the parameter is checked, then roles with zero capacity are  included in the report. If the parameter is not checked, then roles with zero capacity are not included in the report. Roles capacity is determined by the capacity of the resources that have the role as a primary role. If the resources associated to a primary role have no capacity, then the role has no capacity.
  • There is an Include Unstaffed Roles parameter that allows you to include roles, which have not been staffed with resources, in the report demand allocation amounts. If the parameter is checked, then unstaffed roles are included in the report. If the parameter is not checked, then unstaffed 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 displays the role name, and remaining capacity amounts by week or month and in total. Labor and equipment resources are included in the report; expense and material resources are excluded. The roles only display on the report if they are over or under-allocated in at least one period that is displayed in the report. The roles that are not over or under-allocated do not display. Roles are included in demand allocation amounts if the Include Unstaffed Roles parameter is checked. Templates are excluded.
The report displays 12 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 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 displayed in the report. Weekly periods are calculated based on the first day of the work week.
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 role 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 role is under allocated by a percentage greater than the under-allocated threshold percentage parameter. The amounts being converted to FTE depend on the Data Warehouse calendar table.
Report Security
Security is determined by resource view rights.