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Difference between Under-allocation shown in Capacity vs Demand report and Projects -> Team tab


Article ID: 211259


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


There is a field called "Under-allocation" in the following pages. We have displayed it as a TSV also.

  1. Home -> Resource -> {Specific Resource record} -> Allocations {tab}
  2. Home -> Projects -> {Specific Project record} -> Team {tab}

We understand that the same field is displayed as "Remaining Allocation" in Capacity vs Demand reports.

Under-allocation and Remaining Capacity match when compared as follows

  • Home -> Resource -> Allocations vs Capacity vs Demand report

However, when we compare Under-allocation in the following way, we notice discrepancy in the numbers that get shown. Why does this happen?

  1. Home -> Resource -> Allocations vs Home -> Projects -> Team
  2. Capacity vs Demand report vs Home -> Projects -> Team


This happens because the following places in the product derive numbers only from Active Investments by default.

  1. Home -> Resource -> {Specific Resource record} -> Allocations {tab}
  2. Capacity vs Demand report

The following page shows both Active and Inactive Investments by default

  • Home -> Projects -> {Specific Project record} -> Team {tab}


Latest version tested against: 15.9.2


In the Capacity vs Demand report, set the flag "Include Inactive Investments?" to YES, at the bottom of the report. Similarly "Investment Active" filter can be set to "All" in Home -> Resource -> {Specific Resource record} -> Allocations {tab}. Once this is done, all the pages/reports mentioned above will show the same number.

Additional Information

Following is the logic that governs the Under-allocation field:

1. Calculate the total working days in a month. Say for example, in March, it is 23
2. Now look at the total availability of a resource. Unless changes have been made to specific days in the calendar, if we assume an availability of 7.5 hours per day, 23 * 7.5 = 172.5 hours
3. So, if a resource is not allocated to any project in March, then "Under-allocation" for that resource is 172.5 hours. "Under-allocation" is the number by which a resource is under allocated
4. Another example would be, if the resource is allocated to a project for 72.5 hours, then "Under-allocation" would be 100.00
5. A third example would be, if a resource is allocated to a project for 180.00 hours, then "Under-allocation" would be -7.5 hours. Note that a negative number is indicated in red within brackets.