Pivot table report settings

You can export data from Resource Management and use it to create pivot table reports.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Project Editor 
  • Portfolio Reporter 
  • People Scheduler
  • Portfolio Editor
  • Resourcing Administrator

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

If you have a Business or Enterprise Smartsheet plan and use Smartsheet authentication, then you can create advanced reports to further analyze and share the data in Smartsheet. You can also use Pivot App with your data once it's in Smartsheet.

First, create your report, then export the data as a .csv file.

Export your data

  1. With the report open, in the top-right, select Export > Export Underlying Data as CSV.
  2. Download the file from Resource Management and save it where you can find it.

Reports to consider using for pivot tables

Here are a few handy reports that will give you good information when you build a pivot table with the resulting data.

Client and project budget overview

  • View: Budget > Amounts
  • Time Frame: Last and Next 90 Days
  • First group by: Client
  • Then group by: Project
  • Show: Project Type > Confirmed

Last month’s billable utilization

  • View: Time & Fees > Amounts & Hours
  • Time Frame: Last Month
  • First group by: Discipline
  • Then group by: Team Member
  • Show: Project Type > Confirmed

Utilization is the percentage of total hours spent on billable work.

  1. Calculate the total available hours, the total working days for last month multiplied by the hours in each person's workday. 
  2. Calculate the total billable hours. 
  3. Calculate the percentage.

Individual project budget report

  • View: Time & Fees
  • Time Frame: Custom Date Range
    • Start Date: First day of the project
    • End Date: Last day of the project
  • First group by: Phase
  • Then group by: Team Member
  • Show: 
    • Project: Project name
    • Client: Client name