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View Role Allocation by OBS

On the capacity page, you can click a role link to access the role properties page and edit the role availability. Also click the Resource Allocation icon to access the role investments capacity page. The action also helps you to view the role and the associated resources across investments.

Follow these steps:

  1. Open Home, and from Resource Management, click Resource Planning.

    The workloads page appears.

  2. Click Capacity.

    The capacity page appears.

  3. In the OBS Resource Aggregation portlet, click the Roles icon next to the OBS unit. For example, for the Department OBS unit-based view aggregation, see the role allocation for Development, Marketing, or Sales. The OBS roles page appears to show the monthly allocation of roles for that department. For example, the following figure shows the role allocations for the INR department OBS. You can see that the Analyst role is over-allocated at 1.50 FTE.