Allocation mismatch between Workloads & Resource Allocation View

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Article ID: 199601

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

There is a mismatch in resource allocation between the Allocations tab on the resource properties and the Resource Workloads portlet. 

Environment

Release : All

Component : CA PPM Resource Management

Resolution

This may occur if the filter is not set the same in both places. For example, if the Resource Workloads portlet is set to filter for Approved = Yes, while the list on the resource Allocations is set to filter for Approved = All. 

Setting the filter parameters to be the same in both places will yield the same results. 

Note that in the Workloads portlet some of the filters may be hidden with a default.

These may be:

  • Active Resources
  • Active Investments
  • Is Role

Also make sure that the Work Effort Unit of Measure in the Options for the List Column Section is the same.