Resource Planning › OBS Resource Aggregation Portlet

OBS Resource Aggregation Portlet

The OBS Resource Aggregation portlet, a capacity planning portlet, displays the overall demand vis-a-vis capacity for resources across all investments aggregated by OBS units.

Drill through the OBS hierarchy into an individual OBS to see the list of investments showing aggregated demand in a time sliced view. The portlet allows you to view resource allocation aggregated by the OBS unit. From here, you can link to a detailed list of resources or prior filtered roles to a specific OBS unit.

Follow these steps:

1. Click the Expand Filter icon from the toolbar.
2. Specify an OBS type value.
3. Click Filter.

Best Practice: Define and save a default filter for this portlet to make the data easily accessible.

The following describes how filtering works for the different OBS filter fields:

Resource OBS

Filters all resources and roles by the Resource OBS that matches the filter. For role or OBS-based aggregation, include only roles or OBS units that contain at least one resource who matches the filter. Capacity is limited to the resources with a resource OBS that matches the filter. Demand is limited to the team records linked to a resource with a resource OBS that matches the filter.

Staffing OBS

Filters all team records (including roles) by the Staffing OBS that matches the filter. For role or OBS-based aggregation, include only roles or OBS units that contain at least one team record which matches the filter. Within those roles or OBS units, capacity is not limited. Demand is limited to the team records with a Staffing OBS that matches the filter.

Investment OBS

Filters all investments by the investment OBS that matches the filter. The filter does not limit resources, roles, or OBS units in the list. Capacity is not limited. Demand is limited to the team records on investments with an investment OBS that matches the filter.