Reporting

The Reporting area in the Resource Planning workspace offers two standard types of reports: Resources and Projects. You can select the columns included on the reports, and you have a number of options for selecting and filtering the records displayed. You can also save versions of these reports so you can display them again without having to reapply the searches, filters, and other options.

Select Report Data

You control the contents of the reports using standard searches (for example, All Resources, Employees I Supervise, Resources in My Organization) or custom searches based on selected fields.

If you need to further restrict the records shown, you can also click above the report to display a row of filter fields above the report columns and apply report column filters.

Select Report Columns and Other Report Options

Click above the report and use the Report Settings dialog box to select the columns you want on the report. You can also select a field to group records by (for example, you might group resources by supervisor or by organization) and indicate what level of detail you want to see.

Save Reports for Later Use

If you apply filters and other options to a report to get the data you want and you expect to need that report again in the future, you can click on the Reporting toolbar to save it for future use. When you name and save a report, Deltek Resource Planning saves your filters, column selections, column order, row grouping, and sorting. You can then select the saved report from a list instead of having to reapply the options each time.