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 hours summary report

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

PLANS

  • Resource Management

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.

Here are some examples of reports you can create in your account:

Hours summary by department

  • View: Time & fees: Hours
  • Time frame: Last month
  • First group by: Discipline
  • Then group by: Team member
  • Show: Everything

Sample of Hours by department report, it displays the hours incurred, difference from scheduled, future scheduled and total Discipline and person.

Team leave report

  • View: Time & fees: Hours
  • Time frame: This year
  • First group by: Leave type
  • Then group by: Team member
  • Show: Leave type: Parental leave, sick, vacation, etc

Sample of Leave report, itdisplays hours incurred, difference from past scheduled, future scheduled and total per Leave type and person

Non-Billable incurred hours by department

  • View: Time & fees: Hours
  • Time frame: Last month
  • First group by: Discipline
  • Then group by: Team member
  • Show: Project type: Internal

Sample of Last month's non-billable time, it displays the hours incurred, difference from scheduled, future scheduled and total by department and person.

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