Resource Management Reports

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.

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).

Two types of Resource Management reports are available: Resources reports and Projects reports:
  • For Resources reports, you can select from a large number of available report columns to generate a variety of reports, from simple employee lists with credentials, skills, and education to detailed resource planning reports that show actual and estimate-to-complete (ETC) hours at the level of individual assignments.
  • For Projects reports, you can select from a large number of available report columns to generate detailed resource and project planning reports that show actual and ETC hours at the level of individual assignments.

By default, the reports do not break data down by day, week, or month. If you want to display such calendar period columns on the report, select Forecast Range as one of the report columns. When you include calendar periods, the report also adds, under each lowest-level detail row, the following capacity rows on which the report displays calendar period data: Actuals, Planned, Utilization %, and Scheduled %.

For both types of reports, you can add or remove columns, change the order of columns, filter the data to tailor the reports to best meet your needs, and download or save the report to your network or computer so it is immediately available to you in the future.