Resource Management Reporting

Resource Management Reporting enables you to generate a wide variety of reports to track and manage resources both from the project perspective and the resource perspective. Use the reports to capture and track historical data about past, current, and future assignments, review schedules and plan details for projects and resources, and assess work reassignments from one resource to another.

Videos: See related videos below

Resource Management reports show hours, but no cost or bill amounts for those hours. If you want to view cost and bill amounts associated with the hours, use the Resource Planning reports (My Stuff > Reporting).

Videos

Title	Description
Set Up Resource Planning	Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.
Resource Planning: Reschedule Plan and Assignment Dates	Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment.
Resource Planning: Reassign Resources	Learn how to change resource assignments for a project plan.
Resource Management: Project View	Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects.
Resource Management: Resource View	Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects.
Resource Management: Reporting (On-Screen List Report)	Learn how to generate reports in Resource Management. You specify which resources are included, the level of the WBS for which you want to see data, and the columns displayed on the report.
Resource Utilization by Organization Report	Learn how to use the Resource Utilization by Organization report to analyze employee utilization data.