Crystal Reports › Resource Forecasted Utilization Report

Resource Forecasted Utilization Report

Description

This report lists the availability, allocation, and assignment of resources across the business. You can organize your resources into resource pools, which can be up to ten levels deep. By organizing your resources this way, you can summarize the resource availability and demand at each level of the pool.

At the highest level in the resource pool, you can see the hours for all resources. A resource manager can get an overall view of how many hours their resources are available and how they are committed moving into the future. As you drill down through the resource pool, you can view summary hours at each level.

Prerequisites

• Resources must be in active status.
• Actual timesheet data must exist in the system.
• Allocate and assign resources to specific active investments (approved or unapproved).

See the Resource Management User Guide for more information.

See the CA Clarity Basics User Guide for more information.

Parameters

Report Name

Indicates the names of the report.

OBS Unit

Indicates the OBS unit to filter the report.

Number of Periods

Indicates the number of periods the report generates.

Starting Date

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

Resource Role

Defines the resource roles for the report.

Report Periods

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

Values: months or weeks

Manager

Indicates the project manager associated with this report.

Bar Graph

The first section of the report presents a graphical bar chart across multiple time periods (up to ten from the current starting date). For each time period, the following displays (if applicable):

• Sum of available hours
• Sum of allocated hours
• Sum of assigned hours

Report Fields

Resource Name

Displays the full name of the resource.

Database Tables and Columns:

nbi_resource_time_facts.last_name

nbi_resource_time_facts.first_name

Manager Name

Displays the name of the project manager.

Database Tables and Columns:

nbi_resource_time_facts.manager_last_name

nbi_resource_time_facts.manager_first_name

Period Ending

Displays the period ending date based on whether the timesheet period is set as monthly or weekly.

Database Tables and Columns:

nbi_resource_time_facts.calendar_time_key

Available Hours

Displays the number of available hours for the associated resource.

Database Tables and Columns:

nbi_resource_time_facts.available_hours

Allocated Hours

Displays the number of allocated hours for the associated resource.

Database Tables and Columns:

nbi_resource_time_facts.allocated_hours

Remaining

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

Calculation: (Available Hours - Allocated Hours)

Database Tables and Columns:

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

Percentage

Displays the percentage of allocated hours for the associated resource.

Calculation: (Allocated Hours/Available Hours * 100).

Database Tables and Columns:

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

Assigned Hours

Displays the number of assigned hours for the associated resource.

Database Tables and Columns:

nbi_resource_time_facts.etc_hours + nbi_resource_time_facts.actual_hours

Remaining

Displays the remaining available hours for the assigned resource.

Calculation: (Available Hours - Assigned Hours)

Database Tables and Columns:

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

Percentage

Displays the percentage of assigned hours for the associated resource.

Calculation: (Assigned Hours/Available Hours * 100)

Database Tables and Columns:

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

More information:

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