Resource Planning › OBS Investment Aggregation Portlet

OBS Investment Aggregation Portlet

The OBS Investment Aggregation portlet is the only portlet on the resource planning investments page. To access this page, from any resource planning page, click Investments. The portlet on this page shows aggregated demand for investments by OBS units. Demand is calculated as follows:

• Hard-booked demand is calculated using the Team Hard Allocation on the staff member properties general page.
• Total demand (hard and soft) is calculated using the Team Planned Allocation on the staff member properties general page.

To see data on this portlet, expand the filter, filter by an OBS unit type, and click Filter.

Best Practice: Define and save a default filter for this portlet to display appropriate data.