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What are "Other Roles" on the "Role Capacity and Demand" portlet on the "Capacity" tab in a Portfolio?

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Article ID: 188589

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

  • 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.

Environment

Release : All Supported Releases

Component : CA PPM SAAS PORTFOLIO MANAGEMENT

Resolution

Other Roles includes:
  1. 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
  2. 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.
Note: 
  1. 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
  2. Then you can go to that project, and sort by role and look for blanks and/or roles not assigned on the portfolio
  3. If you do populate a role for the resources, you would just have to do a sync again to update the Role Demand