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 an understanding of who is working on what and when.

PLANS

Resource Management

Permissions

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.

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.

Applies to