Who can use this capability
Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can create reports.
Resource Management reports overview
Analytics & reports collect data from budgets, people, and time and allow you to group and filter that data into reports.
Resource Management reports help to answer questions such as:
- Was my project profitable?
- Where and why did we go over budget?
- How would we run this project differently next time?
- How is my team utilized?
You can create and save frequently-used reports; access your saved reports from your personal page or the analytics page.
The analytics page displays an overview of active projects with color-coded project bars and forecasted budgets. This page also shows who is available in the next two weeks.
The analytics page lists saved reports, accessible to those with the appropriate access level.
To create a new report, select New Report on the Analytics page.
A report has four components:
- Report View: Select the data you want to view. Choose between Time + Fees, Budgets, Utilization, or Expenses.
- Time Frame: Use preset time frames or set a custom date range.
- Group By: How you want to group your data. For example, you can group data by team member, project, or client. You can set a secondary grouping as well. For example, you can first group the data by project and then group by team member to see who is working on which projects and how much they are allocated.
- Show: Choose what data to display. By default, Resource Management shows all data for all projects. You can choose to include information from one project or one team member.
Once you have made your selections, select Run Report.
Depending on your account’s incurred period, report data can include past days and today, or past days only (today is considered future scheduled time).
The reports section works like a PivotTable in Excel. Group and filter the data as needed using pivots.
There are four types of reports:
Select a report type under the View section of the left column.
Learn how to get the data you need in reports, and how you can export that data to create your own reports outside our tool:
Managing large reports
Reports with large amounts of data can take several minutes to process. Verify the view, date range, grouping, and filters are set correctly before running the report; this will remove unnecessary calculations and improve overall performance. If you attempt to load too many large reports in quick succession, you may encounter a several large reports processing warning.
If the report requested has too much data (millions of time entry records) and will take more than 5 minutes to process and load, you may encounter a report is too big to load warning. If you encounter this warning, reduce the report's scope and try again.
If you don’t want to reduce the scope, you can receive the data via email. Select Request Underlying Data to receive a link to a complete dataset file. Depending on the report scope and system load, it may take up to 24 hours to generate and send your report data.
Request underlying data is not available for utilization reports.
To limit the scope of your report:
- Select a shorter date range, such as the last 30 days, or choose a custom date range that more accurately reflects the dates you are interested in.
- Use filters to limit included projects. Select a specific project, client, project type (confirmed or tentative), or other property that defines the set of projects you are interested in.
- Use filters to limit people in the report. Select a specific discipline, role, or location.