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:

Resourcing Administrator
Portfolio Editor
People Scheduler
Portfolio Reporter
Project Editor

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

If your organization has a Business or Enterprise Smartsheet plan and uses Smartsheet authentication, then you can further analyze and share the data from your reports in Smartsheet by creating advanced reports. You can also use Pivot App with your data once it is Smartsheet.

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

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

Client & 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: hours & amounts
Time frame: last month
First group by: discipline
Then group by: team member
Show: project type: confirmed

First, calculate the total available hours. That's total working days for last month multiplied by the hours in each person's work day. Then calculate the total billable hours. Utilization is the percentage of total hours spent on billable work.

Individual project budget report

View: time & fees
Time frame: custom date range: project duration
First group by: phase
Then group by: team member
Show: project’s name and client

Applies to

Capabilities