Resource Planning Reports
The resource planning reports offer multiple views of data from project plans. Project managers, team leaders, and other managers can review historical, forecast, and performance data by plan or by resource, in a variety of ways.
Employees Included in Plans
- You explicitly assign the employee to one or more work breakdown structure (WBS) elements for a project in one of the planning grids.
- If no corresponding assignments already exist, Vantagepoint automatically assigns the employee to a plan if job-to-date (JTD) actual charges exist for that employee for planned work breakdown structure (WBS) elements. In that case, the employee will initially have no planned hours or amounts for those WBS elements.
Resource planning reports include data for employees assigned to plans in either of these ways, though in some cases, you can elect to restrict reports to employees with planned hours only.
Available WBS Levels
The number of project planning levels available and reflected in reports depends upon which project WBS levels Vantagepoint is set up to use and whether Vantagepoint is set up to use labor codes. If Vantagepoint is set up to use all three project WBS levels and to use labor codes, you can show up to four planning levels on these reports.
- Related Topics:
- 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 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 Report
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 work breakdown structure (WBS) element in a plan does not have planned hours scheduled during the reporting period, Vantagepoint does not include that resource or WBS element 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 Report
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
This report provides list views of data from project plans. Project managers, team leaders, and other managers can review historical, forecast, and performance data by plan or by resource, in a variety of ways. - Project Planning Performance Report
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 Report
The Project Planning Schedule report displays project plan schedules, based on the work breakdown structure (WBS) levels in the plan. - Resource Utilization by Organization
Use the Resource Utilization by Organization report to review employee utilization data.