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

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Article ID: 211259

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Updated On:

Products

Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

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

Cause

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}

Environment

Latest version tested against: 15.9.2

Resolution

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.