What are "Other Roles" on the "Role Capacity and Demand" portlet on the "Capacity" tab in a Portfolio?
Article ID: 188589
Clarity PPM SaaSClarity PPM On Premise
What is the breakdown of what the "Other Roles" are on the "Role Capacity and Demand" portlet on the "Capacity" tab?
I've added every role that the portfolio uses, but I still see over 1 FTE as "Other Role" so I'm trying to figure out what role(s) are missing.
Release : All Supported Releases
Component : CA PPM SAAS PORTFOLIO MANAGEMENT
Other Roles includes:
Any roles assigned to resources on the portfolio's projects that are not listed in the Role: Portfolio Role Totals (FTE) on the Targets tab
Any resources resource not assigned a role on the projects. Because they don't have any role assigned to them, it puts them into the "Other Roles" bucket.
If you click on the project on the Investment Schedule on the Capacity tab, it will show you data for “other roles” if there are resources on the project not assigned a role or assigned a role not on the Targets tab
Then you can go to that project, and sort by role and look for blanks and/or roles not assigned on the portfolio
If you do populate a role for the resources, you would just have to do a sync again to update the Role Demand