View availability, utilization, and allocation reports

You can view resource reports that focus on resource availability, utilization, and allocations.

Before you begin

Role required: admin, resource manager

Procedure

  1. Navigate to Resource > Reports and select one of the following:
    • Group Members Availability (Hrs)
    • Project Resource Availability (Hrs)
    • Group Members Utilization (%)
    • Project Resource Utilization (%)
    • User/Group Allocations
    • Group Members Allocation Details (Hrs)
    • Project Resource Allocation Details (Hrs)
  2. On the configuration screen, select from the following:
    OptionDescription
    Resource type A User or a Group. If you selected a group-based report, this field is set to Group and is read only. This field appears for the user or group-related reports.
    Group or User The group or user you want to view. This field appears for the user or group-related reports.
    Project A project from the Project application. This field appears for the project-related reports.
    Resource The resource plan or plans you want to view. This field appears for the project-related reports.
    Start date and End date The start and end dates to determine the reporting period.
  3. Click Weekly to display data for each week during the selected time period, or click Monthly to display data for each month during the time period.
  4. Click Run to generate the report.