Applies to

Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

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.

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

Sample Resource Management forecast time or fees reports

Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when.

PLANS

  • Resource Management

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Permissions

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.

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

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

Sample of a 30 day revenue forecast by department report, it displays hours and amounts of bill rate, incurred, difference from past scheduled, future scheduled and total per discipline.

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

 Sample of 30 day forecast of clients and projects report, it displays Hours and amounts of bill rate, incurred, difference from past scheduled, future scheduled and total per client.

Weekly forecast

  • View: time & fees: hours
  • Time frame: this year
  • First group by: week
  • Then group by: none
  • Show: entry type: future

Sample of Forecasted hours per week report, it displays hours incurred, difference from past scheduled, future scheduled and total per week

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

Sample of Forecasted Availability report, it displays hours and amounts of bill rate, incurred, difference from past scheduled, future scheduled and total per person in a defined time.

This Help Article Appears in the Following Learning Tracks

Learning Track

This Help Article appears in the Reporting in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
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