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_user, or resource_manager

Procedure

  1. Navigate to Resource > Resource Reports > Resource Reports.
  2. Fill in the fields, as appropriate.
    OptionDescription
    Report Type The type of report that you want to view. You can select from the following options:
    • Availability
    • Forecasted Utilization
    • Committed Utilization
    • Allocation
    • Allocation Details
    Entity Type The entity for which you want to view the report. You can select from the following options:
    • User
    • Group
    • Demand
    • Project
    • Program
    • Portfolio
    • Other Task
    Note: If you select Allocation in the Report Type field, then only User and Group are available.
    User The user for which you want to view the report. This field is displayed only if you select User in the Entity Type field.
    Group The group for which you want to view the report. This field is displayed only if you select Group in the Entity Type field.
    Group by The option to filter the report for the selected group by Roles or Members. This field is displayed only if you select Availability or Forecasted Utilization or Committed Utilization in the Report Type field, and Group in the Entity Type field.
    Members The group member from the selected group for whom you want to view the report. This field is displayed only if you select Group in the Entity Type field and Members in the Group by field.
    Role The resource role from the selected group for which you want to view the report. This field is displayed only if you select Group in the Entity Type field and Roles in the Group by field.
    Demand The demand for which you want to view the report. This field is displayed only if you select Demand in the Entity Type field.
    Project The project for which you want to view the report. This field is displayed only if you select Project in the Entity Type field.
    Program The program for which you want to view the report. This field is displayed only if you select Program in the Entity Type field.
    Portfolio The portfolio for which you want to view the report. This field is displayed only if you select Portfolio in the Entity Type field.
    Other Task The task (other than a demand, project, program, or portfolio) for which you want to view the report. This field is displayed only if you select Other Task in the Entity Type field.
    Resource Plan The resource plan for which you want to view the report. This field is not displayed if you select User or Group in the Entity Type field.
    Start Date and End Date The start and end dates for which you want to view the report.
    Zoom Level The zoom level for which you want to view the report. You can select from the following options:
    • Weekly: Displays data for each week during the selected time period.
    • Monthly: Displays data for each month during the selected time period.
    Report Unit
    Note: This field is displayed only when Availability, Allocations, or Allocation Details is selected in the Report Type field:
    The unit in which capacity, availability, or allocation of a resource is displayed.
    • Hours: Displays the capacity, availability, or allocation of a resource in terms of hours.
    • FTE: Displays the capacity, availability, or allocation of a resource in terms of FTE.
    • Person days: Displays the capacity, availability, or allocation of a resource in terms of person days.
  3. Click Run to view the report.

    Assume that you have selected the following values and generated a report: Report Type: Allocation Details, Entity Type: Group, Group: Automation testing team, Members: All members, Start Date: 2017-03-15, End Date: 2018-03-14, Zoom Level: Weekly, Report Unit: Hours.

    Consider you want to view how confirmed hours 38 is split among different tasks to which resource Waldo Sisk is allocated, during the week 15-19 Mar.

    Figure 1. Resource reports
    View data in a resource report

    When you click 38, a drill-down chart opens. The values in the chart are drawn from the Resource Allocations Daily [resource_allocations_daily] table. The Show All tab in the left pane displays projects and the number of tasks to which Waldo Sisk is allocated, during the week 15-19 Mar. The right pane provides details of how 38 hours is distributed among different tasks. If required, you can select a specific task in the Show Selected tab, and view its details in the right pane. The top three tasks, to which Waldo Sisk is allocated, is also depicted in the form of a pie or bar diagram.

    Figure 2. Resource allocations
    View resource allocations. This information is drawn from the Resource Allocations Daily [resource_allocations_daily] table.
    You can click a task and if required, modify the values in the Date, Hours, FTE, or Person Days fields. Consider you want to modify hours for the task DMND9000167 on 2017-03-17. You click the task, specify the hours as 6, and click Update. FTE and person days are recalculated and the same is reflected in the Resource Allocation Daily view for the task DMND9000167 on 2017-03-17.
    Note: You cannot edit values of a past allocation record.
    Figure 3. Updated task values
    View the updated values in a task.