Resources: Allocations

Overview

Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard leverages allocations from the Resource Center—and a project’s Resourcing tab—to give you visibility into supply and demand at various levels of granularity: overall, as full-time equivalent (FTE) resources, by role, and by user.

This dashboard is intended for resource and traffic managers.

The following sections appear in this dashboard:

• Key Metrics
• FTE Summary by Allocation Type
• Detailed Availability
• Allocated Hours Detail

Key Metrics

The Key Metrics section includes the following key metrics related to allocated hours:

• Hours Allocated–The total allocated hours for all resources that fit the filtered criteria.
• Utilization Allocated–The utilization percentage of allocations for all resources that fit the filtered criteria (Hours Allocated (Net Allocated PTO) / Workday Hours: Net Allocated [PTO]).
• FTE Allocated–Based on the default workweek hours and the allocations in the selected time period for resources that fit the filtered criteria, this is the number of Full-Time Equivalent (FTE) resources needed to fill the remaining workweek hours (Hours Allocated / Default Workday Hours). For example, 5 FTE Allocated with a default workweek of 40 hours would equal 200 remaining allocated hours to assign.
• FTE Allocated: Hard–The number of FTE resources needed to fill the remaining workweek hours based on hard allocations (Hours Allocated: Hard / Default Workday Hours).
• FTE Allocated: Soft–The number of FTE resources needed to fill the remaining workweek hours based on soft allocations (Hours Allocated: Soft / Default Workday Hours).
• FTE Allocated: Unstaffed Demand–The number of FTE resources needed to fill the remaining workweek hours based on allocations assigned to unnamed resources (Hours Allocated: Unstaffed Demand / Default Workday Hours).

FTE Summary by Allocation Type

The FTE Summary by Allocation Type section includes a breakdown of FTEs by allocation type (Allocated Hours / Default User Workday) and any remaining availability for FTE hours. On the right, you can see a summary of the different allocation types broken down by each role.

You can click any week in the bar chart to see a daily breakdown of allocation details for that week.

Detailed Availability

The Detailed Availability section includes all users that have an active workweek within the selected date range. Within the table, you can see each user’s availability percentage and the number of remaining hours that can be assigned as allocated hours.

Allocated Hours Detail

The Allocated Hours Detail section includes hours and availability information for all users—broken down by role—that have allocated hours assignments during the selected date range.