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The Resource Allocation portlet displays resource allocation by month, for investments and roles included in a portfolio. Use this portlet to view the list of resources and roles that are allocated to the portfolio investments. You can compare scenarios in the page level filter, and the portlet redlines any amounts modified.
The amounts in the portlet can display in hours or FTE determined by the Capacity Unit Type field on the portfolio properties.
To view this portlet, open the portfolio and click Resources. If the page is maximized to display only one portlet at a time, select Resource Allocation from the portlet drop-down.
Note: This portlet honors the planning horizon of the portfolio; therefore, the monthly periods in the portlet are within the portfolio start and finish dates. Also, this portlet does not display aggregate hierarchical allocation demand. The portlet only displays the allocation demand of the investments directly included in the portfolio and does not calculate the aggregate demand of any child investments.
The portlet includes the following fields:
Displays the name of the resource or role that is allocated to the portfolio investments. Click the resource or role name to view the Resource/Role Allocations page. This is not meant to be a drill-down to display the details of the portfolio demand because this page does not filter by the portfolio contents. This page does give you visibility to the investment allocations of the resource or role so you can edit the plan of record or the scenario.
Displays the investment role of the resource or role that is allocated to the portfolio investments.
Displays the allocation demand on portfolio investments for each resource or role by month.
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