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Resource Manager Overview

The PPA Resource Manager Overview dashboard allows a Resource Manager monitor the resource allocation and utilization, and analyze these aspects by location, department, and employment type. This dashboard can also be used by Resource Managers to answer the following business questions:

Which roles or skills are in high demand but low in capacity?
Can I reuse people from other resource groups, roles, or skill groups to compensate?
If the availability gap is too high, how many resources do I need to hire?

This dashboard consists of the following sections:

Resources by Employment Type: This section displays a vertical bar graph showing the number of resources for each employment type.
Resources Analysis by Location: This section displays a bubble chart of resources across various locations and details such as the number of resources in the location, percentage utilization of the resource with regards to the project allocated hours and the resource capacity, and percentage of resources that are not allocated to any projects.
The size of each bubble is based on the number of resources in the respective locations.
Note: Selecting a bubble will filter the information in all other sections of the dashboard to the selected location.
Resource Details by Department: This section displays a heat map where each rectangle represents a department in the organization. The size of each rectangle is based on the number of resources in each department. To view the number of resources in each department and the percentage of resources not allocated to any project, hover over the corresponding rectangle.
Note: Selecting a rectangle in this heat map, will filter the information in all other sections of the dashboard to the selected location.
Allocation Breakdown by Employment Type: This section displays a combination graph allowing the Resource Manager to compare the Resource allocation % and Overtime % for different employment types. Based on this, the Resource Manager can decide to increase resource allocation for an employment type if the Overtime % is too high.
Note: Selecting an employment type by clicking a bar or a bubble in this section will impact the roles displayed in the Roles in Demand section. On selecting a specific employment type, only those roles associated with the selected employment types are displayed in the Roles in Demand section.
Roles in Demand: This section displays a table listing all roles in the organization sorted in descending order based on Total Demand (Hours). The table shows the number of resources, number of Full Time Employees (FTEs), number of contractors, average hourly rate, allocation, utilization, number of overtime hours, and capacity for each role.

Metrics Used:

Metric Name	Description	Formula	Expected Values
No. of Contractors	Total number of contractors who are assigned to projects	Max([No. of Available Resources]) where [Employment Type = CONTRACTOR And Resource Not in (0,-1)]	0 or >0
No. of FTEs	Total number of full time employees who are assigned to projects	Max([No. of Available Resources]) where[Employment Type = FTE And Resource Not in (0,-1)]	0 or >0
No. of Resources	Count of all resources across projects	Max [No. of Resources]	0 or >0
Overtime %	The percentage of overtime clocked in by the resources of projects as compared to the total hours allocated for the project	[Overtime Hours] / [Resource Allocated Hours]	0 or >0, closer to 0 is ideal
Overtime Hours	The extra hours clocked in by a resource for a project. Number of hours spent by a resource beyond the allocated time is considered to be overtime hours	IF(([Resource Actual Hours] > [Resource Allocated Hours]), THEN ([Resource Actual Hours] - [Resource Allocated Hours]), ELSE 0)	0 or >0, closer to 0 is ideal
Project Allocation %	The percentage of hours that are allocated to projects as compared to the total planned hours	[Resource Allocated Hours] / [Resource Planned Effort (Hours)]	0 or >0, closer to 100% is ideal
Project Utilization %	Percentage of actual hours logged by a resource as compared to their allocated hours	([Resource Actual Hours] / [Resource Allocated Hours])	0 or >0, closer to 100% is ideal
% Resources Not Allocated	Percentage of resources who are not allocated to any projects	(([No. of Available Resources (Excl. 0,-1)] - [No. of Assigned Resources (Excl. 0,-1))]) / [No. of Available Resources (Excl. 0,-1)])	0 or >0, closer to 0 is ideal
Resource Actual Cost	The actual cost of all the resources associated with all the tasks within a project	[Resource Actual Hours] * [Resource Per Hour Cost]	0 or >0
Capacity Utilization %	Time spent by resource on project compared to its total capacity	[Resource Actual Hours] / [Capacity Hours]	0 or >0, closer to 100% is ideal
Resource Allocation %	Percentage of allocation done to a resource as per his capacity	[Resource Allocated Hours] / [Capacity Hours]	0 or >0, closer to 100% is ideal
Total Demand (Hours)	Same as Resource Planned Effort (Hours). The hours planned for a resource for a task or project	Sum [Resource Planned Effort (Hours)]	0 or >0
Avg Hourly Rate	The average rate of work per hour for the project	[Project Actual Cost] / [Project Actual Effort (Hours)]	0 or >0
Net Available Capacity	Available capacity of resource after removing all engagements	[Capacity Hours] - [Resource Planned Effort (Hours)]	0 or >0, greater than 0 is ideal