Clarity

  • 1.  Allocation Segment / Allocation Curve Reporting

    Posted Feb 01, 2009 07:31 PM
    Has anyone out there successfully made a report using the Allocation Segments in the Project > Resource > Properties > (Allocation) screen? There doesn't appear to be any "Out of the Box" portlet/report that utilises this data and my Staffing section would like to see a consolidated report of allocations. The "Default % Allocation" is not accurate in most cases if the segments are used. Thanks Troy


  • 2.  Re: Allocation Segment / Allocation Curve Reporting

    Posted Mar 23, 2009 05:36 AM
    Hi, There is one out of the box portlet under Resource Planning-->Allocations (Weekly Status & Weekly detail & Unfilled Allocations).Have you tried using that? sundar


  • 3.  Re: Allocation Segment / Allocation Curve Reporting

    Posted Mar 25, 2009 06:49 AM
    Hi Troy,I have built a query to show resource %allocation by project and resource % allocation across projects..See if this helps you SELECT "Project ID",        "Project Name",     "Project Status",     "IT Work Type",     "Project Level",     "Resource Name",     "Project Role",     "Manager of Resource",           "Month",   CASE WHEN "Project Alloc." IS NULL OR "Project Alloc."=0 THEN NULL ELSE "Project Alloc."   END          "Project Alloc."   ,    CASE WHEN "Project Alloc." IS NULL OR "Project Alloc."=0 THEN NULL ELSE "Overall Alloc."   end     "Overall Alloc."  FROM (SELECT srmp.unique_name "Project ID",        srmp.name        "Project Name",     (SELECT NAME FROM NIKU.CMN_LOOKUPS_v WHERE LANGUAGE_CODE='en' and LOOKUP_type= 'BUS_PRJ_STATUS' and     lookup_code=odf.business_project_sta) "Project Status",      (SELECT NAME FROM NIKU.CMN_LOOKUPS_v WHERE LANGUAGE_CODE='en' and LOOKUP_type= 'WRK_TPE' and     lookup_code=odf.it_work_type) "IT Work Type",                          odf.project_level     srmr.full_name  "Resource Name",     case when role1.full_name like ('IT Leadership%') then 'IT Leadership'     when  role1.full_name like('Project Manager%') then 'Project Manager'     end  "Project Role",     mgr.full_name   "Manager of Resource",            NBI.PATH "Project OBS1" ,      NBID.PATH " Resource obs1" ,     NBIO.BENEFITPATH "Project OBS2",    datename(month,a.slice_date)+' - ' + datename(year,a.slice_date) "MONTH",    a.slice_date slice_date,  sum( round((A.SLICE/B.SLICE)*100,0) ) "Project Alloc." ,    CASE WHEN srmr.person_type=0 then null else   sum(round((C.slice/B.SLICE)*100,0)) end "Overall Alloc."   FROM (select prprojectid,        prresourceid,     prid,     pbs.slice ,     pbs.slice_Date,     prroleid     from niku.prteam prtm  inner join niku.prj_blb_slices pbs on  prtm.prid=pbs.prj_object_id AND  PBS.SLICE_REQUEST_ID=6)A inner join (SELECT SRMR.ID, PBS.SLICE, pbs.slice_date FROM    NIKU.SRM_RESOURCES SRMR INNER JOIN   NIKU.PRJ_BLB_SLICES PBS ON   PBS.PRJ_OBJECT_ID=SRMR.ID AND PBS.SLICE_REQUEST_ID=7)B on A.PRRESOURCEID=B.ID  and  a.slice_date=b.slice_Date inner join niku.srm_projects srmp on a.prprojectid= srmp.id inner join niku.srm_resources srmr on a.prresourceid=srmr.id inner join niku.odf_ca_project odf on odf.id=srmp.id left outer join  niku.srm_resources role1 on role1.id=a.prroleid inner join niku.odf_ca_team odft on odft.id=a.prid left outer join niku.srm_resources mgr on mgr.id=odft.mgr_resource lEFT OUTER JOIN NIKU.NBI_PROJECT_CURRENT_FACTS NBIP oN NBIP.PROJECT_ID=srmp.id lEFT OUTER JOIN NIKU.NBI_DIM_OBS NBI ON NBI.OBS_UNIT_ID=NBIP.OBS1_UNIT_ID lEFT OUTER JOIN NIKU.NBI_RESOURCE_CURRENT_FACTS NBIR oN NBIR.RESOURCE_ID=srmR.id lEFT OUTER JOIN NIKU.NBI_DIM_OBS NBID ON NBID.OBS_UNIT_ID=NBIR.OBS1_UNIT_ID left outer join (select srmp.id id,        NBIO.PATH BENEFITPATH     from niku.srm_projects srmp inner JOIN NIKU.PRJ_OBS_ASSOCIATIONS PRA ON PRA.RECORD_ID=SRMP.ID AND PRA.TABLE_NAME='SRM_PROJECTS' inner  JOIN NIKU.NBI_DIM_OBS NBIO ON NBIO.OBS_UNIT_ID=PRA.UNIT_ID AND NBIO.OBS_TYPE_ID=5000034)nbio on nbio.id=srmp.id left outer join (select  prresourceid, sum(slice) slice,  slice_date from niku.prteam prteam inner join niku.odf_ca_project odf on odf.id=prprojectid inner join niku.srm_resources srmr on srmr.id=prteam.prresourceid and srmr.is_active=1 and srmr.person_type 0 inner join niku.prj_blb_slices pbs on pbs.prj_object_id=prteam.prid and pbs.slice_request_id=6 group by prresourceid, slice_date, srmr.full_name)c on c.prresourceid=a.prresourceid and a.slice_Date=c.slice_date WHERE  srmp.is_active=1 and srmr.is_Active=1 and srmp.is_program=0 and srmp.is_template=0 and odf.portfolio_plann=1 --and srmp.unique_name='10911' and investment_code='project' and odf.it_work_type   'core' and (role1.full_name like ('IT Leadership%')      or role1.full_name like('Project Manager%'))    group by srmp.name, srmp.unique_name, srmr.full_name, A.PRRESOURCEID, SRMP.ID,odf.business_project_sta,  role1.full_name, mgr.full_name, NBI.PATH  ,          NBIO.BENEFITPATH,         srmr.person_tyPE,     NBID.PATH  ,    a.slice_date ThanksSiva