Project Planning Reports

The project planning reports offer multiple views of data contained primarily within the project plans or employee assignments. Project managers, team leaders, and other managers can review historical, forecast, and performance data by project plan and/or by resource in differing ways.

Decimal Digits

Decimal settings for columns on the reports are determined by the Hour Decimal Digits and Amount Decimal Digits options on the Plan Settings tab of the Resource Planning Settings form.

Related Topics:

  • Access to Labor Cost Data for Planning Reports
    Your ability to view labor cost data on Planning reports depends on the access established for your role in Security Settings.
  • Non-working Days and Planning Reports
    The non-working days specified on the Non-Work Days tab in Resource Planning Settings affect the calculation of hours and amounts that display on Planning reports.
  • Labor Plan Charts
    For each plan included on the Labor Plan Charts report, bar graphs display that represent planned, actual, or baseline labor hours, cost amounts, or billing amounts.
  • Labor Plan EVT Charts
    The Labor Plan EVT Charts report displays earned value amounts for the plan you select. "EVT" in the report title stands for "earned value tracking."
  • Labor Plan Summary
    Use the Labor Plan Summary report to compare planned and baseline hours to estimate at completion hours and analyze the plan's percent complete status. On the Date Basis tab, you specify the date used to calculate estimate-to-complete hours and job-to-date hours.
  • Labor Resource Actuals
    Use the Labor Resource Actuals report to review actual labor hours for projects, to analyze past performance, to develop more accurate estimates for upcoming plans/opportunities, or to improve performance on similar projects in the future.
  • Labor Resource Forecast
    The Labor Resource Forecast report displays the forecasted hours, costs, and billing amounts by project plan, employee, and generic labor categories. If a resource or a task in a plan does not have planned hours scheduled during the reporting period, Deltek does not include that resource or task on the report.
  • Labor Resource Planned and Actuals
    Use the Labor Resource Planned and Actuals report to review both planned and actual labor hours for projects.
  • Labor Resource Requirements
    Use the Labor Resource Requirements report to Review the hours and costs required to meet the resource assignments specified in current plans, balance staffing requirements across project plans, and verify reasonable resource utilization.
  • Project Planning Analysis
    Use the Project Planning Analysis report to compare actual performance to your plan. For each plan, the report displays the planned, job-to-date, and estimate-to-complete (ETC) hours and amounts. The report also displays revenue amounts.
  • Project Planning List
    The Project Planning List is list of project plans. You can search by project manager, organization, principal, or client.
  • Project Planning Performance
    Use the Project Planning Performance report to review project plan schedules and all aspects of plan performance: history, forecasts, hours, costs, and profitability.
  • Project Planning Schedule
    The Project Planning Schedule report displays project plan schedules, based on the task levels in the plan. Your selection in Maximum Task Level on the General tab determines the level of detail the report displays. You can display a Gantt chart for each plan.
  • Resource Utilization by Organization
    Use the Resource Utilization by Organization report to review employee utilization data.
Parent Topic: Report Descriptions