Resource Planning Portlets

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Resource Planning Portlets

The following table lists the Resource Planning pages with portlets.

Resource Planning Page	Description	Portlets
Capacity	This page lists overall resource demand against resource capacity across all investments. The page aggregates information by role and presents information by month. You can view how total demand varies from total capacity for each role.	Role Capacity Histogram Role Capacity
Organizational Demand	This page lists and aggregates demand for all investments and resources by OBS. You can view allocation data at different levels within the selected OBS unit.	OBS Resource Aggregation OBS Investment Aggregation
Top Down Planning	This page lists investments and the resources and roles that are allocated to each investment.	Top Down Planning by Investment
Workloads	This page uses a graphical format to display the combined allocations across all investments for the assigned resource. Use this page to compare the availability with the number of hours that are allocated for a resource to an investment.	Resource Workloads
Allocations	This page provides several options to view and edit resource allocations on individual investments.	Weekly Detail Allocation Discrepancy
Unfilled Allocations	This page provides a list of roles that are booked to all investments and displays unfilled demand across your organization.	Unfilled Requirements
Bookings	This page provides a list of resources with information about their booking status for all investments.	Booking Status

Portlets help you achieve the following tasks or view the following data:

Properties for a resource or role.
Role allocation over multiple investments using the Resource Allocation icon.
Monthly allocation for resources in the OBS unit using the Resources icon. Allocation for each resource appears in terms of a full-time equivalent (FTE). The following list shows how FTE is measured:
1.00 FTE = Full-time allocation (100 percent)

1.50 FTE = Over allocation (150 percent)

0.50 FTE = Half-time allocation (50 percent)
Monthly allocation for roles in the OBS unit using the Roles icon.
Individual role or resource allocations from the OBS Roles or OBS Resources portlets using the drill down links.
Aggregated demand data for each investment assigned to the OBS unit using the Investments icon.
Locate a replacement for a resource or to replace a role with a named resource using the Resource Finder icon.
View and edit resource and role team data for an investment by clicking the investment name.
Open the Staff Member Properties page for the investment using the Properties icon.
Change the allocation value.
Send an email using the Envelope icon.

Note: Click inside an allocation cell to change the allocation value for a resource or role.

Use the Resource Planning pages to manage resource and role allocations in the following ways:

By investment by week
By investment start and finish dates
For a single investment or multiple investments
In a graphic histogram format that contrasts availability and allocation
In a table format that is allocation information by investment, resource, or role

Changes that you make on the Resource Planning pages update the data on the investment. You can view the changes that you make on the Resource Planning pages on the Team Staff page for the investment.

Best Practice: When you adjust resource allocations, inform the investment manager about the changes. The manager can then adjust task assignments and the schedule for the investment to accommodate the changes to team members you introduced.

More information:

Capacity Overview Portlet

Drill-Down Portlets