Crystal Reports › Capacity vs. Demand By Role Report

Capacity vs. Demand By Role Report

Description

This report summarizes resource availability (capacity) against demand at the role level rather than at the individual resource level to facilitate strategic resource management decisions.

If you define a portfolio, the report displays all the roles associated with that portfolio - whether approved or unapproved project is active. The portfolio name is listed at the top of the report. Next, the various roles under that portfolio list. For each role, the total hours for capacity, demand, and available hours (that is, capacity minus demand) list across a given time period. On the far right, a total column is included that sums the hours on a row by row basis. Each instance of a portfolio displays separately.

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

Null or unassigned roles list separately at the bottom of the report and are included in the totals.

Prerequisites

• Active projects/investments staffed with active resources.
• Active resources with defined primary roles required.
• Actual timesheet data required.
• Allocate and assign resources to specific active projects/investments.
• Portfolios with active projects/investments exist (optional)

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.

Portfolio

Defines the portfolio is associated with the report.

Report Fields

Portfolio

Displays the defined portfolio associated with the resources.

Database Tables and Columns:

pma_portfolios.name

Resource Role

Displays the role for the associated resource.

Database Tables and Columns:

srm_resources.full_name where srm_resources.id = prj_resources.prprimaryroleid

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 '

Capacity

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

Database Tables and Columns:

If the period type = “Months” then ptj_blb_slices.slice where - prj_blb_slices.slice_request_id = (select id from prj_blb_slicerequests

where request_name like 'monthlyresourceavailcurve')

If the period type = “Weeks” then prj_blb_slices.slice where - prj_blb_slices.slice_request_id = (select id from prj_blb_slicerequests

where request_name like 'weeklyresourceavailcurve')

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.

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:

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