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Capacity vs. Demand By Resource Report

Description

This report shows the availability (capacity) of resources against their demand for specific investments over a given duration. The report lists availability for each resource, the demand for that resource for each investment, and the total demand for that resource for all investments. If you define a portfolio, the report displays all the resources associated with that portfolio regardless of investments that are active (approved or unapproved).

If defined, each resource list separately by portfolio. Under each resource, the total available hours per period (months or weeks) list, with the active investments assigned to a resource. The number of hours assigned (that is, demand) is distributed between the investments. A total demand value displays per period and the difference between availability and total demand. A column on the far right shows the total availability and demand on a row-by-row basis.

If you did not define a portfolio, the resources do not organize or display by portfolio.

Prerequisites

See the Portfolio Management User Guide for more information.

Parameters
Report Name

Indicates the names of the report.

Resource OBS

Indicates the OBS unit that filters the report. Click the Browse icon and select OBS from the list that appears.

Report Periods

Defines the time periods for data to display in the report.

Values: months or weeks

Starting Date

Indicates the starting date for the data displayed in this report.

Type of Hours

Indicates the type of hours for the resources.

Values: allocated or assigned

Resource Role

Defines the resource roles for the report.

Resource Manager

Identifies the resource manager whose data displays in the report. Click the Browse icon to select names.

Resource Name

Indicates the names of the resource that the report provides data about. Click the Browse icon and select names from the list that appears.

Group By

Indicates the grouping and presenting information in the report. Select an option from the drop-down to group the information.

Portfolio

Defines the portfolio is associated with the report.

Status

Indicates the status of resource timesheets included in the report. You can select multiple statuses.

Report Fields
Investment Name

Displays the name of the investment associated with the resources.

Database Tables and Columns:

nbi_project_current_facts.project_name

Portfolio

Displays the defined portfolio associated with the resources.

Database Tables and Columns:

pma_portfolios.name

Investment Status

Displays the status of the investment for this report.

Database Tables and Columns:

All/Approved/Unapproved (derived from the report parameter "Status.")

Resource Role

Displays the role for the associated resource.

Database Tables and Columns:

srm_resources.full_name

Resource Name

Displays the full name of the resource.

Database Tables and Columns:

srm_resources.last_name

srm_resources.first_name

Capacity

Displays the total number of available hours for the associated resource.

Database Tables and Columns:

srm_resources.full_name

Available

Displays the availability for the associated resource.

Calculation: (Capacity - Demand)

Database Tables and Columns:

Calculated field. For more information, see the SQL statement for the report.

Demand

Displays the total number of assigned or allocated hours for the associated resource.

Database Tables and Columns:

prj_blb_slices.slice where slice_request_id = (select ID from prj_blb_slicerequests

where request_name like 'monthlyresourcealloccurve')

prj_blb_slices.slice where slice_request_id = (select ID from prj_blb_slicerequests

where request_name like 'weeklyresourcealloccurve')

Difference

Displays the difference between availability and total demand for the associated resource, based on the following calculation:

Difference = Available - Demand

Database Tables and Columns:

Calculated field. For more information, see the SQL statement for the report.

More information:

Access to Crystal Reports