Reports New

You can configure and use the resource management reports according to your business requirements.

  1. Navigate to Resource > Resource Reports > Reports-New.
  2. Select any of the following resource management reports:
    Resource - Allocation Details - Monthly - Pivot In a monthly format, displays a tabular breakdown of resource allocations in terms of capacity, availability, project allocated, and project confirmed. The values in this report are derived from the Resource Aggregate Monthly [resource_aggregate_monthly] table.
    Resource - Allocation Details - Weekly - Pivot In a weekly format, displays a tabular breakdown of resource allocations in terms of capacity, availability, project allocated, and project confirmed. The values in this report are derived from the Resource Aggregate Weekly [resource_aggregate_weekly] table.
    Resource - Allocation Details by Portfolio Displays resource allocations across various portfolios. The values in this report are derived from the Group Daily Allocation [group_daily_allocation] view.
    Resource - Allocation Details by Projects/Demands Displays resource allocations across various projects/demands. The values in this report are derived from the Group Daily Allocation [group_daily_allocation] view.
    Resource - Group Allocation - Monthly - Bar Chart Displays monthly allocation details of a group resource in a bar chart. The values in this report are derived from the Group Resource Allocation Monthly [group_resource_aggregate_monthly] view.
    Resource - Group Allocation - Weekly - Bar Chart Displays weekly allocation details of a group resource in a bar chart. The values in this report are derived from the Group Resource Allocation Weekly [group_resource_aggregate_weekly] view.
    Resource - Monthly Allocation by Work Type - Last 6 months Displays monthly allocation details of a group resource based on type of work, for the past 6 months. The values in this report are derived from the Group Daily Allocation [group_daily_allocation] view.
    Resource - Project Allocation Details by User Displays allocation details of resources in a project. The values in this report are derived from the Resource Allocation Daily [resource_allocation_daily] table.
    Resource - Weekly Allocation by Work Type - last 3 months Displays weekly allocation details of a group resource based on type of work, for the past 3 months. The values in this report are derived from the Group Daily Allocation [group_daily_allocation] view.
  3. Click Edit Report to configure the report, or click View Report to view the report.