Stock Interactive Portlets › Resource Planning Portlet

Resource Planning Portlet

The interactive Resource portlet contains Xcelsius visualizations with multiple components. The visualizations help you identify resource forecasted utilization and also the capacity and demand of the roles in the next six months.

• The gauge component measures the forecasted resource utilization.
• The column graph compares demand and capacity by month.
• The pie chart shows capacity by role and demand by role. This same information is displayed in the list, except it displays incremental cost information.
• The grid component displays the capacity and demand for a role for the next six months. Incremental cost in the grid displays the increase or decrease in cost when the FTE/hours slider is increased or decreased respectively.

Prerequisites

• The following must exist in CA Clarity PPM:
  • Entities, departments, fiscal periods
  • Location OBS
  • Roles
  • Projects
• Resources must be:
  • Financially enabled
  • Associated with roles
  • Added to projects
  • Assigned project tasks
• Projects must be:
  • Financially enabled
  • Associated with tasks
  • Associated with a rate source
• The following jobs must be run to display data in the portlets:
  • Update Business Objects Report Tables
  • Cost Matrix Extraction
  • Time Slicing
• Add this dashboard to a tab on the resource planning page.

The Resource portlet displays the following information:

Average Forecasted Utilization

Displays the utilization of roles in an organization.

Role Capacity/Demand

Displays the total capacity in percentage. Each pie segment represents the total capacity and demand for a role.

Capacity and Demand

Displays the total capacity and demand for all roles.

Capacity and Demand by Role

Displays the total capacity and demand for each role for six months starting with the current month. You can replace a role with resources that can complete the work.

The following columns display on the Capacity and Demand by Role chart:

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 six months for all investments.