Applies to
Resource Management
Capabilities
Who can use this capability
Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.
Sample Resource Management forecast time or fees reports
Reports allow you to gain insights on forecasting needs, project budgets, and who is working on what and when.
The following examples show settings you can use to forecast revenue and hours for your team. Screenshots show you sample results.
Revenue forecast by department
- View: Time & fees: Amounts & hours
- Time frame: Next 30 days
- First group by: Discipline
- Then group by: None
- Show: Project type: Confirmed
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Revenue forecast by client and project
- View: Time & fees: Amounts & hours
- Time frame: Next 30 days
- First group by: Client
- Then group by: Project
- Show: Everything
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Weekly forecast
- View: Time & fees: Hours
- Time frame: This year
- First group by: Week
- Then group by: None
- Show: Entry type: Future
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Forecasted hours for people
- View: Time & fees: Hours
- Time frame: This year
- First group by: Week
- Then group by: Team member
- Show: Entry type: Future
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