Portlets › Resource Planning Portlet

Resource Planning Portlet

The Resource Planning portlet is an interactive portlet that contains an Xcelsius visualization with multiple components. This portlet displays on the Resource Planning dashboard. You can access this page from the Resource Management menu. You can use this interactive portlet to identify resource forecasted utilization and the capacity and demand of the roles in the next six months.

You can change the data view by selecting either FTE (full-time employee) or hours.

Before data can display in this portlet, you must run the Update Business Objects Report Tables, Cost Matrix Extraction, and Time Slicing jobs.

Do the following to set up the data for this portlet:

• Set up the entities and departments.

  See the Financial Management User Guide for more information.

• Set up the location OBS.

  See the Administration Guide for more information.

• Create a role.
• Create a resource and associate it with the role.

  See the Resource Management User Guide for more information.

• Financially enable the resource.
• Create a project and create tasks.

  See the Project Management User Guide for more information.

• Add the resource to the project and assign the task to the resource.
• Financially enable the project.

The following information is available:

Average Forecasted Utilization

Displays the utilization of roles in an organization. This gauge component measures the forecasted resource utilization and displays the increase or decrease in cost when the FTE/hours slider is increased or decreased respectively.

Role Capacity/Demand

Displays the total capacity in percentage. This pie chart component shows capacity by role and demand by role. Each pie segment represents the total capacity and demand for a role.

Capacity and Demand

Displays the capacity and demand for a role for the next six months and gives a comparison between demand and capacity by month. This column and line component shows the total capacity and demand for all roles in the current month.

Capacity and Demand by Role

Displays the total capacity and demand for each role for six months starting current month. This list view component shows capacity by role and demand by role in incremental cost information. You can replace a role with resources that can complete the work.

The following columns display:

Role

Displays the roles associated for this project.

Incremental Cost

Displays the increase or decrease in cost when FTE or hours are increased or decreased respectively. The values are taken from the cost matrix.

Capacity

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

Demand

Displays the total number of assigned or allocated hours for the associated resource.

Remaining Capacity

Displays the difference between the total demand and the total capacity for each month for all investments.