Field | Description |
Report Name
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You can change the default report name.
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Reporting Period
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Specify the start and end dates for the period for which you want to review resource utilization information.
DPS uses the reporting period and your selection in
View By to determine the number of period columns to display on the report. If you specify too long a period, the number of period columns can exceed the maximum of 20 columns. If that occurs, either specify a shorter reporting period or select a larger interval in
View By.
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Period Settings: View By
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Select the time interval for the period columns on the report. For example, select
Month to display data by months. This selection also determines the periods for the graph columns.
You have the following options:
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Day
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Week
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Bi-Weekly: A two-week period
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Semi-Monthly – One semi-monthly period runs from the first to the fifteenth of the month; the second semi-monthly period runs from the sixteenth to the end of the month.
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Month
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Quarter
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Year
If the reporting period start date does not coincide with the first day of the interval, the values in the first period column will be for only part of that period. For example, if you select
Month but the start date for the reporting period is March 15, the first period column will be for March but the values will only be for March 15 through March 31.
DPS uses the reporting period and your selection in
View By to determine the number of period columns to display on the report. If you specify too long a period, the number of period columns can exceed the maximum of 20 columns. If that occurs, either specify a shorter reporting period or select a larger interval in
View By.
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Period Settings: Exclude Non-working Days when Day Selected
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If you select
Day in
View By, select this option if you do not want to display reporting period columns for the non-work days specified in the active company's calendar.
The primary purpose of this option is to reserve space on the report for work days.
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Resources on Report
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Select one or both of the following options:
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Employees: Select this option to include
employees (named resources). To include only selected
employees, use the
Employee lookup.
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Labor Category Generic Resources: If you have set up labor categories and assigned labor categories as generic resources on plans, select this option to include generic resources with planned hours for the reporting period. To include only selected generic resources, use the Resources lookup.
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Generic Resources
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Select this option to include generic resources. To include only certain generic resources, use the lookup.
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Print Option Selections on Final Page
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Select this option to include a list of the options used to generate the report. The options are grouped by the tab in the Options dialog box on which they are located. This list displays on the last page of the report.
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Apply
Employee Utilization/Schedule Color Styles
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Select this option to use color to display data in
employee rows: red for over-utilized or over-scheduled, yellow for under-utilized or under-scheduled, and gray for properly utilized or properly scheduled.
If you also select
Print Option Selections on Final Page, the options page displays a legend that provides the meaning of each color.
If you select this option, the
Alternate detail background color option on the Layout tab is disabled.
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Apply Resource Assignment Booking Color Styles
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Select this option to use color to indicate resource assignment booking status in plan rows.
This option is available only if the
Use Soft and Hard Booking for
Employee's Planned Hours option is selected on the Resource Management Settings form.
If you also select
Print Option Selections on Final Page, the options page displays a legend that provides the meaning of each color.
If you select this option, the
Alternate detail background color option on the Layout tab is disabled.
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Report Using
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Select one of the following settings:
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Data and Graph: The report includes data columns and a graph.
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Data Only: The report includes data columns only. The Graph tab is not available.
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Graph Only: The report includes the graph only.
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Show On Plan Level Rows
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Select one or both of the following options:
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Hard Booked Hours: Hours columns include hard booked hours in plan rows.
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Soft Booked Hours: Hours columns include soft booked hours in plan rows.
This option is available only if the
Use Soft and Hard Booking for
Employee's Planned Hours option is selected on the Resource Management Settings form.
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