Projects Report Form of Resource Management
The Projects Report form of Resource Management enables you to generate detailed resource and project planning reports that show actual and estimate-to-complete (ETC) hours at the level of individual assignments.
You can add or remove columns, change the order of columns, filter the data to tailor the reports to best meet your needs, download or save the report to your network or computer so it is immediately available to you in the future.
Resource Management Reporting shows hours, but does not include cost or bill amounts for those hours. If you want to include cost or bill amounts for hours, use the Resource Planning reports available in the desktop application.
Contents: Above the Grid
Field | Description |
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Find saved report | Use this field to search and select the saved
project report that you want to review or edit. Each report in the list displays an icon indicating its name and type (![]() ![]() |
Saved Searches Counter | The number of available saved reports appears in the search field at the far right. |
Rename Report | To the right of the Search field, click
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Delete Report | Select an existing report from the Find saved report list, and click
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Standard Report Type options | Use this drop-down to select the standard report type you want displayed on the Reporting form. Click
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Records filter |
Use this drop-down, located to the right of the standard report type options, to show a list of the different types of records you want included on the report (All Resources, Generic Resources,
Employees I Supervise, or others). Click
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Refine | Use the Refine option to quickly access the Custom Search dialog box where you can either edit the search criteria for an existing saved custom search or create a new custom search. The Refine option is available if you choose either one of the existing saved custom searches or if you select the
Custom search option.
When you select Custom in the record selection list, click Refine next to the custom search name to display the Custom Search dialog box. |
Forecast Range | Click
![]() If you display calendar periods on the report, the forecast range settings also determine the number of calendar period columns, the length (day, week, or month) of each period, and the starting period. If calendar period columns are not already displayed, click
If you include calendar period columns, the report displays planned hours, actual hours, scheduled percentage, and utilization percentage by calendar period. For more details, see Change the Forecast Range for a Report. |
Show/Hide Column Filters | Above the upper-right corner of the grid, click
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Click this icon to save the report to your list of saved reports. |
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Click this icon to download a .CSV file of the report. |
Record Counter | The record counter at the bottom right of the report grid tells you how many records were returned for the report. |
Contents: Projects Report Grid
Note that when you sort records and also select a WBS level on a resource planning report, columns are sorted by project only. Therefore, not all WBS levels within an individual plan structure will be sorted.
First Column
The heading displayed for the first report column varies depending on the report settings you select.
Additional Default Columns
The first time you display the Projects report, it contains these columns by default. If you select other columns or change the order of columns in Report Settings, DPS saves that modified report as your new default format.
The heading displayed for the first report column varies depending on the report settings you select.
Other Columns
These additional standard columns are available for the report. Click
above the upper-right corner of the report to add or remove columns.