This article describes the integrated allocation pivot report in Meisterplan.
General
Note: This report type is outdated and will no longer be available in the future. Instead, use the combined report type for projects, allocations, and capacities.
The allocation pivot report displays allocations of roles and resources by project.
Information about integrated pivot reports in general is available in the article Integrated Pivot Reports - Overview and Templates.
Relation to the Active Portfolio
The report will display allocations of roles and resources in the active portfolio and the associated projects.
The report will also display:
- Allocations of roles and resources in the active portfolio to projects outside the portfolio.
- Allocations of roles and resources outside the portfolio to projects in the portfolio.
Configuration
In the report's toolbar, you configure the Allocation Unit and Time Unit.
Allocation Unit
Available options:
- FTE (to learn more about FTE, see the Full Time Equivalent (FTE) article.
- Days (person days as configured under Manage > General)
- Hours
When you create a new report, the default allocation unit is defined by what's configured under Allocation Unit in the Portfolio Designer view settings. If you want to change the default, the Portfolio Designer settings article shows where to find this option.
Time Unit
Available options:
- Years-Quarters-Months
- Months
- Weeks
Available Fields
Field Types (Icons)
Data Field: numeric value selectable as data field.
Single Filter/Grouping Field: text field available for filtering and grouping.
Composite Filter/Grouping Field: date field or OBS sub-structure available for filtering and grouping. These fields are multi-level: for dates, you can group by year, quarter and/or month. For OBS, you can group by the top level and each sub-level. OBS levels will be numbered.
Allocation Fields
Allocation: role/resource allocations for projects in FTE, person days (d) or hours (h), depending on your report settings.
Allocation Cost: Allocation in Hours multiplied by resource allocation cost.
Project Role: filter or group data fields by project role of allocated roles and resources.
Allocation Date: filter or group data fields by date (flat grouping field displaying the first day of the week for weekly reports, composite grouping field with year/quarter/month for monthly reports).
Project Fields
Business Goal Name: filter or group data fields by business goals of associated projects.
Program Name: filter or group data fields by names of associated programs.
Project Cost Type: filter or group data fields by project cost type.
Project Manager: filter or group data fields by project manager.
Project Name: filter or group data fields by project name.
Rank: filter or group data fields by rank.
Rank Category: filter or group data fields by project positions relative to the must-have and cut-off lines: above the Must-Have line, Below the Cut-Off line or in between (Regular).
Status: filter or group data fields by project status.
Custom Boolean Fields: filter or group data fields by values of custom boolean fields.
Custom Lookup Fields: filter or group data fields by lookup values of custom lookup fields.
Custom String Fields: filter or group data fields by values of custom string fields.
Start/Finish Date: filter or group data fields by project start/finish (composite grouping fields with year/quarter/month).
Project OBS: filter or group data fields by project OBS (composite grouping field with all OBS levels).
Custom Date Fields: filter or group data fields by values of custom date fields (composite grouping fields with year/quarter/month).
Role/Resource Fields
City/Country/Postal Code: filter or group data fields by city/country/postal code of associated resources.
E-Mail: filter or group data fields by e-mail address of associated resources.
Internal / External: filter or group data fields by the External Resource property of associated resources.
Primary Role: filter or group data fields by the primary role of associated resources.
Resource Cost Type: filter or group data fields by the cost type of associated resources, which is the cost type of their primary roles.
Resource Name: filter or group data fields by names of associated roles and resources.
Resource Type: filter or group data fields by role/resource types: role or resource.
Resource OBS: filter or group data fields by role/resource OBS (composite grouping field with all OBS levels).