Resource portfolio report that provides detail on resource attributes, changes in these attributes and the effective dates of the attributes. Ensures resource data quality. Option to run as an exception based report.
RES13 Resource Attribute Effective Date Audit example
Business Outcomes
Data quality report that identifies exceptions in the resource master data.
Provides analysis of resource attributes and their effective dates by period.
Ensures that resource rating, financial summarization and capacity data is correct.
Supporting Capabilities
Time Reporting
Business Rules
Alternate structure values are shown based on the effective dates applied to associated values of the attribute
First assignment date is the first date on which there is an actual (time reported), allocation or reserve for the resource
The report alerts an exception when the first effective date for each resource attribute is either:
After the date of the first work (actual, allocated or reserved), or
After the start date of the resource
Administration: User Parameter Configuration
Parameters
Description
Configuration Options
Default/Example Settings
Range Start/End
Ability to select range of data returned
N/A
Defaults cant be set
Limit to Problem Records
Limit to Problem Records = No
Report will provide the below chart detailing all resource attribute effective date information between the selected periods for Resources in the portfolio. The example below shows a single resource chart
Limit to Problem Records = Yes
Report will provide Resource analysis showing details of all resource attributes where records meet the following criteria:
Earliest Effective Date > Start of Work Earliest Effective Date > Resource Start Date
Options are:
Yes
No
Defaults cannot be set
Administration: Hidden Parameter Configuration
Parameters
Description
Configuration Options
Default/Example Settings
Report Title
Configurable report title that appears at the top of the report.
If a longer report title is required, then create additional report_title=xxx entries and these will be concatenated together based on the order in which they are listed in the configuration structure.
report_title=Resource Attribute Effective Date Audit
