Portfolio Pages and Portlets › Resources Tab › Resource Capacity and Allocation Portlet

Resource Capacity and Allocation Portlet

The Resource Capacity and Allocation portlet displays resource capacity, allocation demand, and variance 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 and identify over-allocated and under-allocated resources. 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. The capacity in the portlet is actual capacity, not portfolio capacity, and is displayed for resources only. Roles do not have capacity in CA Clarity PPM. In the page level filter, if you set Unstaffed to “No”, then the portlet displays resources only. This allows you to analyze over-allocated resources without including roles which are all over-allocated because they do not have capacity. The reason roles are displayed in the portlet is because they contribute to the allocation demand on investments and including them allows you to view the allocation demand in total for a particular role.

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 Capacity and Allocation from the portlet drop-down.

You can configure Variance to display as a stoplight with the following colors:

• Green. Allocation does not exceed capacity.
• Red. Allocation exceeds capacity.

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:

Resource

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 gives you visibility to the investment allocations of the resource or role so you can edit the plan of record or the scenario.

Role

Displays the investment role of the resource or role that is allocated to the portfolio investments.

Capacity (by Month)

Displays the capacity of each resource that is allocated to portfolio investments. Roles do not have capacity so the capacity is zero for roles.

Allocation (by Month)

Displays the allocation demand on portfolio investments for each resource or role by month.

Variance (by Month)

Displays the difference between capacity and allocation. A negative variance value indicates that the allocation demand exceeds the capacity.