Comparing Resource Pools to Staffing Profiles

The Analyze Resource Pools portlet provides a way to assess planned load on resource pools by directly comparing the projected demand in a staffing profile or Profiles to projected capacity in a resource pool or pools. Figure 4-9. Analyze Resource Pools portlet shows the Analyze Resource Pools portlet.

Figure 4-9. Analyze Resource Pools portlet

Key features of the Analyze Resource Pool portlet include:

  • The blue line represents the total capacity of the resource pool or pools being analyzed

  • The black line represents the total named capacity of the resource pool or pools being analyzed

  • Bars on the chart represent resource allocations from staffing profiles by period, which can be split internally by staffing profile or status

The Analyze Resource Pools portlet can be filtered using the parameters described in Table 4-9.

Table 4-9. Analyze Resource Pools portlet - parameters

Field Name

Description

Filter By

Analyze Capacity from Resource Pools

A multi-select auto-complete field that selects the resource pool or pools you wish to analyze.

Include (only) Staffing Profiles with Status

Selects staffing profiles with the specified Statuses to display.

Staffing Profiles with Workload Category

Selects staffing profiles of a specific Workload Category to display.

Include (only) Lines from Resource Pools and Staffing Profiles with Specific Role

A multi-select auto-complete field that selects a role or set of roles to display from the resource pools and staffing profiles being analyzed.

Time Period

Period

Selects the time period being used by the Analyze Resource Pools portlet such as Weeks, Day, Quarters, Month, or Year.

Display (x) past periods

Selects up to 20 time periods before the current date to include in the Analyze Resource Pools portlet. If the period is yearly, selects up to 12 time periods. Useful for viewing historical trends.

Display (x) future periods

Selects up to 20 time periods after the current date to include in the Analyze Resource Pools portlet. If the period is yearly, selects up to 8 time periods.

Arrange Data

Group By

Determines whether to display the results by Staffing Profile or Committed, Soft-booked, and Unmet Demand.

Note: If a staffing profile is completed, future forecast and assignments (those past the finish date of the staffing profile) can be cleared and will not display in the portlet. See Clearing Future Forecast and Assignments for more information.

If large amounts of data are supplied to the portlet, there may be performance problems. Therefore, thresholds for this portlet can be specified in the server.conf file and default values are provided for optimal performance.

  • ARP_MAX_RESOURCES: the maximum number of total resources. The default value is 300.

  • ARP_MAX_RESOURCE_POOLS: the maximum number of total resource pools. The default value is 30.

See the Installation and Administration Guide for more information about editing the server.conf file.

When a threshold is exceeded, the portlet does not display. Instead, a message containing the threshold value and current value that exceeds the threshold appear. To make the portlet display, you can edit the preferences of the portlet so that the threshold is no longer exceeded. Micro Focus does not recommend that you increase the threshold values as this may cause performance problems.

If the amount of data you need to analyze exceeds the thresholds, you can export the data to Microsoft Excel. To export Analyze Resource Pool portlet data to Microsoft Excel, do the following:

  1. Select Open > Resource Management > Data Exports > Analyze Resource Pool.

  2. Set the filter criteria for export.

    An additional field is included for the filter criteria: Include Detailed Data. Select this checkbox if you want to get a breakdown of total resource capacity viewed against load by staffing profile (data displayed in the Analyze Resource Pool Breakdown table).

  3. Click Export To Excel.

The date when the snapshot was taken is included in the export.