Resource Allocations workspace (RM)

The Resource Allocations workspace Home Page provides relevant information regarding the selected Organization(s) Allocations and Allocations Requests.

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The Home Page is made up of:

  1. The Navigation tiles – Provide quick access to the relevant views in the Resource Allocations full screen view.

  2. The Overview view – Shows the general situation in terms of allocations with a chart and spreadsheet.

  3. The side section – Provides access to the Upcoming Events and Alerts panels.

Navigation tiles

The Navigation tiles provide the user with quick access to the Resource Allocations full screen view information.

RMNavigationTiles.png

The user can navigate using the tiles as follows:

Once in the Resource Allocations full screen view, the user can navigate in between tabs and sub-tabs as desired.

Clicking on the white Close (close22_md.png) button located in the upper right corner of the full screen view takes the user back to the Resource Allocations workspace Home Page.

Overview view

The Overview view allows the user to understand at a glance the current state of the resource allocations for a selected time period.

The Time Navigation toolbar that is provided impacts both the charts and the spreadsheet, and the Underallocated and Overallocated alerts available in the Alerts panel as well.

Charts section

The Charts section allows the user to compare the Hard Allocated Effort, Soft Allocated Effort, Available Effort, and Remaining Capacity for the selected Organization(s) in a specific time frame.

The Charts section is only displayed when the corresponding Charts (Charts) display option is activated.

Overview spreadsheet

The spreadsheet displays the list of Resource Allocations (grouped by Organization) with some Allocated Effort within the selected time period.

Clicking on the Details button for a given resource opens the Resource Allocations full screen view, Hard Allocations tab, Resource Details sub-tab, with the corresponding resource made current.

Colored indicators are provided to highlight the % shift between the Allocated Effort and current Resource Availability. The user can access the legend for the colored indicators by clicking on the Legend (Legend) button located in the bottom right corner of the view.

Settings

Colored Indicators are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Resource Utilization Preferences.

Upcoming Events panel

The Upcoming Events panel displays events that are expected to occur in the upcoming period and include the following:

Upcoming non-working days

Provides a list of Resources with at least one non-working day in the upcoming period.

Allocations starting soon

Provides a list of Allocations whose Start Date (i.e., first date on which the Allocated Effort > 0) falls within the upcoming period.

Allocations finishing soon

List of Allocations on which the Finish Date (i.e., last date on which the Allocated Effort > 0) falls within the upcoming period.

Settings

The upcoming period considered in the Upcoming Events panel is defined by the Administrator using the “Upcoming Events Granularity (days)” setting available in the System Settings workspace, Resource Settings folder, Allocations & Commitments tab, Allocations Options section.

For each of these event categories, the first ten events are displayed in the form of Resource cards.

UpcomingEvents.png

Each card provides the following information:

  • Project and Task Name (for the Allocations only)

  • Resource Picture and Name

  • Allocation Start and Finish dates (i.e., the first and last dates on which the Allocated Effort > 0)

Note

When a Resource has multiple allocations for a given event category, the Resource will be displayed multiple times.

The user can interact with the view as follows:

  • Clicking on the Resource name displays the Resource Allocations full screen view, Allocations tab, Resource Details sub-tab, with the corresponding Resource made current.

  • Clicking on the See All button displays the Resource Allocations full screen view, Hard Allocation tab, Resources Overview sub-tab, with the Filters panel open and the filtering option corresponding to the selected event activated.

Alerts panel

The Alerts panel provides quantified information the user should be aware of regarding Allocations Requests, Soft Allocations, and Hard Allocations.

When no issues are encountered for a specific alert, it is displayed as greyed out.

The Allocation Requests-related alerts are the following:

notesNewUnread22_md.png

New Notes

Indicates the number of Requests with unread Notes.

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To Do

Indicates the number of Requests whose Workflow State is “Submitted”, “Not Accepted”, or “Recalled”.

CalendarGrey

Due Soon

Indicates the number of Requests whose Workflow State is “Working”, “Rejected”, or “Reworked”.

Settings

The Allocation Request Due Date Alert period is defined by the Administrator with the “Allocation Request Problem Granularity” setting available in the System Settings workspace, Resource Settings folder, Allocations & Commitments tab, Allocations Options section.

ExclamationPointFullRed

Overdue

Indicates the number of open Requests whose Start Date (i.e., first date on which the Requested Effort > 0) falls before Today’s date.

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Flagged

Indicates the number of open Requests that have been Flagged.

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Recently Updated

Indicates the number of Requests that were last modified during the Allocation Request Due Date Alert period.

Settings

The Allocation Request Due Date Alert period is defined by the Administrator with the “Allocation Request Problem Granularity” setting available in the System Settings workspace, Resource Settings folder, Allocations & Commitments tab, Allocations Options section.

Clicking on one of these alerts opens the Resource Allocations full screen view, Requests tab, Requests Overview sub-tab, with the filter corresponding to the selected alert activated.

The Soft Allocations-related alerts are the following:

notesNewUnread22_md.png

New Notes

Indicates the number of Soft Allocations with unread notes.

CalendarGrey

Due Soon

Indicates the number of Soft Allocations whose Start Date (i.e. first date on which the Allocation Effort > 0) falls within the Allocation Request Due Date Alert period.

Settings

The Allocation Request Due Date Alert period is defined by the Administrator with the “Allocation Request Problem Granularity” setting available in the System Settings workspace, Resource Settings folder, Allocations & Commitments tab, Allocations Options section.

Clicking on one of these alerts opens the Resource Allocations full screen view, Soft Allocations tab, Overview by Organization sub-tab , with the filter corresponding to the selected alert activated.

The Hard Allocations-related alerts are the following:

notesNewUnread22_md.png

New Notes

Indicates the number of Hard Allocations with unread notes.

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Underallocated

Indicates the number of Resources whose Allocated Effort is lower than the Resource Availability value for the current period (according to the selection made in the Time Navigation toolbar).

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Overallocated

Indicates the number of Resources whose Allocated Effort is greater than the Resource Availability value for the current period (according to the selection made in the Time Navigation toolbar).

TriangleAmber

Not Allocated

Indicates the number of Resources belonging to the selected Organization(s) with no Allocated Effort for the current period (according to the selection made in the Time Navigation toolbar).

Clicking on one of these alerts opens the Resource Allocations full screen view, Hard Allocations tab, Resources Overview sub-tab with the filter corresponding to the selected alert activated.