Preconfigured self-service portlet data sources

This topic introduces the preconfigured self-service portlet data sources that are ready for use.

Financial Costs

You can use the Financial Costs data source in the self-service portlet to display financial costs for projects, programs, portfolios, assets, and proposals.

Prerequisite

To use this data source, you must have either of the following licenses:

Demand Management license
Project Management license
Program Management license
Portfolio Management license
Configuration license

Financial Costs data source columns

The following table lists the columns in the Financial Costs data source. You can use these columns in the self-service portlet to display the financial costs for a desired entity.

Column	Description
Base Actual Cost	Select this column if you want the self-service portlet to include the entity's actual cost in the base currency.
Base Forecast Cost	Select this column if you want the self-service portlet to include the entity's forecast cost in the base currency.
Category	Select this column if you want to display cost category in the self-service portlet. The cost category includes: Contractor, Employee, Hardware, Software, and Training.
Expense Type	Select this column if you want to display the cost expense type in the self-service portlet. The expense type includes Operating and Capital.
Labor Type	Select this column if you want to display the cost labor type in the self-service portlet. The labor type includes: Labor and Non-Labor.
Line ID	In the Pivot Mode of the Grid view, use the Line ID column to consolidate information from multiple columns for a cost line. The Line ID combines data from these columns in left-to-right order: Category Labor Type Expense Type Source User data You can select the information included in the Line ID by selecting the desired columns. Example: A cost line has the following properties: Category: Employee Labor Type: Labor Expense Type: Capital Source: Staffing Profile User data: ABC If you select these columns: Category, Labor Type, User data, and Line ID, the Line ID column displays: Employee, Labor, ABC If you select these columns: Category, Labor Type, Expense Type, Source, and Line ID, the Line ID column displays: Employee, Labor, Capital, Staffing Profile
Local Actual Cost	Select this column if you want the self-service portlet to display the entity's actual cost in the local currency.
Local Forecast Cost	Select this column if you want the self-service portlet to display the entity's forecast cost in the local currency.
Month	Select this column if you want to display the financial costs by month in the self-service portlet.
Name	Select this column if you want to display the name of the entity and its contents (if any). This enables you to view the financial costs of an entity's contents.
Quarter	Select this column if you want to display the financial costs by quarter in the self-service portlet.
Source	Select this column if you want to display the cost source in the self-service portlet. The cost source is where the cost comes from: rolled up from staffing profiles, work plans, time sheets, or is manually added. For portfolios and programs, the cost can also be rolled up from their contents.
Type	Select this column if you want to display the entity type in the self-service portlet.
User data	Select this column if you want to display the cost line user data in the self-service portlet.

Portfolio Items

You can use the Portfolio Items data source in the self-service portlet to display portfolio information based on specific criteria, including strategic theme, status, health, and so on.

You must have the Portfolio Management license to use this data source.

KPIs

You can use the KPIs data source in the self-service portlet to display KPI information based on specific criteria, such as strategic themes and business goals.

Staffing Profile Statistics

Use the Staffing Profile Statistics data source to analyze:

Demand and fulfillment of your team or staffing profile, with breakdowns by roles or projects.
Allocation of your team or staffing profile, with breakdowns by resources or positions.

Tip: Demand and allocation data cannot be viewed simultaneously for performance considerations. You can configure a drill-to view to access detailed allocation for fulfilled demand. For details, see Define a drill-to view for a favorite view.

Data viewing options and filters

You can use the following options and filters to customize the portlet data:

Display demand and allocation data in Hours, Persons Days, or Full-Time Equivalent (FTE) effort type.
Display demand and allocation data by month, quarter, half year, or year.
Display demand data by roles or projects.
Whether to include data from sub-teams
Filter data by roles, associated entities, or time periods.

Discrepancies in Staffing Profile Statistics

When using the Staffing Profile Statistics data source, the data may have the following discrepancies:

Discrepancy	Details
Demand for sub-teams at level three and higher	When a team has multiple sub-team levels, only the current team and its direct sub-teams are displayed. Demand, Fulfillment, Unmet Demand, and Percentage Fulfilled values for level three and higher sub-teams are rolled up to the level two team.
Time period impact on FTE demand	When displaying Demand, Fulfilled Demand, or Unmet Demand using the Full Time Equivalent (FTE) effort type, the values may vary depending on the selected time period. For example, if a position has a demand of 2 FTEs for each month in August and September but none in July and October, selecting August to September will show 2 FTEs of demand for each month in that period. In contrast, selecting July to October will show an average demand of approximately 1 FTE per month over the four-month period. If you use the Person Days or Hours effort type, the values remain constant regardless of the time period selected.
Region impact on FTE demand	When displaying demand using the Full-Time Equivalent (FTE) effort type, the calculation uses the working hours, working days, and holidays defined in the regional calendar settings of the resource pool specified by the position. If multiple regional calendars are applied, the FTE demand may be inaccurate.
Region impact on FTE allocations	When displaying allocations using the Full-Time Equivalent (FTE) effort type, the calculation uses regional calendar settings, including working hours, working days, and holidays. If the Team Assignment in Staffing Profile feature toggle is turned on, the team's regional calendar settings are used. For promised allocations, the resource pool's regional calendar settings are used. For assigned resources, the resource's regional calendar settings are used. If multiple regional calendars are used, FTE allocation may be inaccurate.
Percentage Fulfilled value	In some cases, Percentage Fulfilled (%) may not display as expected. For example, when using the Card chart to show overall percentage fulfilled for a period, it will show a sum instead of an average.