How to Populate a Resource OBS as a parameter on Resource Management Reports

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

By design, the Resource OBS Type fields on Resource Management Reports will only show OBS’s associated to the Resource object. To populate Resource OBS as a parameter (input control) on Resource Management Reports, the OBS needs to be associated to the Resource object. The definition for parameter "Resource OBS Type" is as follows: The Resource OBS Type is a cascading parameter and determines which units are listed in the Resource OBS Unit parameter. This parameter is not used to control which resources display in the report.

Environment

Release:
Component: ODPRD

Resolution

How to populate Resource OBS as a parameter on Resource Management Reports:
1) Go to Administration > OBS
2) Create an OBS with at least one OBS unit
3) Associate Resource Object to the same OBS unit
4) Click Save
5) Go to Home > Advanced Reporting > Reports: View List
6) Select Resource Management Report
7) Click on Resource OBS Type Input control
8) Select the following for the Filter parameters:
Resource OBS Type: OBS created in Step 2
9) Click on Apply to run the report