Resource Management report examples

APPLIES TO

  • Resource Management

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

Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when. Here are some examples of reports you can create in your account.

Sample Resource Management project budget status report

APPLIES TO

  • Resource Management

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

RELATED CAPABILITIES

Who can use this capability?

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can see budget reports.

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

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

Project budget status by phase

  • View: Time & Fees: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Phase Name
  • Show: Project: Project Name / Client: Project Client
project phase status report

Project-specific reports can be filtered via status using the project status filter.

Client budget status

  • View: Budget: Amounts
  • Time Frame: This Year
  • First Group By: Client
  • Then Group By: Project
  • Show: Client: Fulcrum
Budget status for specific client

Project expense budget

  • View: Expenses
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client
Project expense report

Project status

  • View: Budget: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client
Project budget status report

Sample Resource Management forecast time or fees reports

APPLIES TO

  • Resource Management

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

RELATED 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.

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
30 day revenue forecast by department

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
30 day forecast of clients and projects

Weekly forecast

  • View: Time & fees: Hours
  • Time frame: This year
  • First group by: Week
  • Then group by: None
  • Show: Entry type: Future
2013 forecasted hours 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
2013 forecasted availability

 

Sample Resource Management unconfirmed time entries report

APPLIES TO

  • Resource Management

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

RELATED 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.

Unconfirmed time reports are useful if your organization tracks time. This report will show who hasn't entered or confirmed their time for the given time period.

Here are the settings for an unconfirmed time entries report. 

  • View: Time & fees: Hours
  • Time frame: Last week
  • First group by: Entry type
  • Then group by: Team member
  • Show: Entry type: Unconfirmed

 Example of unconfirmed time report. It displays last week's unconfirmed time, showing the hours incurred, difference from past scheduled, future scheduled and total per person.

Sample Resource Management hours summary report

APPLIES TO

  • Resource Management

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

RELATED 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.

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.