Resources Report Columns for Resource Management 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.

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.

Resource Management reports show hours but do not include cost or bill amounts for those hours. To include cost or bill amounts for hours, use the Resource Planning reports (My Stuff > Reporting).

Note: Calendar Period Columns and Capacity Rows

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. Click next to Forecast Range above the upper-right corner of the report to specify the type and range of calendar periods you want.

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 more information, see the description of the Forecast Range column later in this topic.

Columns: Default Columns

The first time you display the Resources report, it contains these columns by default. If you select other columns or change the order of columns in the Report Settings dialog box, Vantagepoint saves that modified report as your new default format.

Field	Description
First Column	The contents and the heading of the first report column vary depending on selections you make on the Report Settings dialog box: If you select Yes in Show Projects and select Assignment Level in Project Level, this column displays, on WBS assignment rows, the hierarchy of plan WBS elements down to the assignment level for each of the resource's assignments. The WBS hierarchy includes labor codes if planning is done at that level. The grid contains plan data for each individual resource assignment and summarized data by resource. If you select Yes in Show Projects and Top Project Level in Project Level, this column displays the projects for which each resource has an assignment. The grid contains plan data summarized by project within resource and for the resource as a whole. If you select No in Show Projects, this column displays resource names, and the grid contains plan data summarized by resource. If you select Forecast Range as a report column on the Report Settings dialog box to include calendar period columns and capacity rows on the report, this column also displays the labels for the capacity rows: Actuals, Planned, Utilization %, and Scheduled %.
Assignment Start	For a resource row, this column displays the earliest start date for all of the resource's assignments. For an assignment-level WBS row, this column displays the start date for the resource's assignment to the WBS element. For a WBS row at the project level, this column displays the earliest start date for the resource's assignments for that project.
Assignment End	For a resource row, this column displays the latest end date for all of the resource's assignments. For an assignment-level WBS row, this column displays the end date for the resource's assignment to the WBS element. For a WBS row at the project level, this column displays the latest end date for the resource's assignments for that project.
JTD Hours <JTD date>	This column displays the job-to-date (JTD) actual hours for the resource or WBS element through the current JTD date. The current JTD date displays as part of the column heading. Vantagepoint automatically updates these values as hours are charged to projects. Updating JTD hours, in turn, also affects ETC and EAC calculations. If a labor transaction is added for a project, and no assignment exists for the employee for the WBS element to which the labor is charged, Vantagepoint creates a new assignment with JTD hours but no planned hours.
Total ETC Hours	For an assignment-level WBS row, this column displays the resource's estimate-to-complete (ETC) hours for that assignment. The ETC hours are planned hours for dates in the assignment range that are later than the JTD date. For a WBS row at the project level, this column displays the sum of the resource's JTD hours for all assignments for that project. For a resource row, this column displays the sum of the resource's ETC hours for all assignments.
EAC Hours	This column displays the estimate-at-completion (EAC) hours for the resource or WBS element: JTD hours + ETC Hours.

Columns: Other Available Columns

These additional standard columns are available for the report. Click above the upper-right corner of the report to add or remove columns.

Field	Description
Assignment Level	If, on the Report Settings dialog box, you select Yes in Show Projects and select Assignment Level in Project Level, this column is automatically selected as the first report column, and it displays, on WBS assignment rows, the hierarchy of plan WBS element names down to the assignment level for each of the resource's assignments. The WBS hierarchy includes labor codes if planning is done at that level. If you select Yes in Show Projects and select Top Project Level in Project Level, this column displays the top project name on WBS rows. If you select you select No in Show Projects, this column is blank.
Assignment Level ID	For an assignment-level WBS row, this column displays the ID of the assignment-level WBS element.
	If, on the Report Settings dialog box, you select Yes in Show Projects and select Assignment Level in Project Level, this column displays, on WBS assignment rows, the hierarchy of plan WBS IDs down to the assignment level for each of the resource's assignments. The WBS hierarchy includes labor codes if planning is done at that level. If you select Yes in Show Projects and select Top Project Level in Project Level, this column displays the project-level WBS element IDs on WBS rows. If you select you select No in Show Projects, this column is blank.
Booking	If you are using the hard/soft booking feature, this column displays the booking status for each resource or WBS row: Hard (hard booked), Soft (soft booked), or Blend (the row includes both hard-booked and soft-booked assignments).
Charge Type	For a WBS row, this column displays the project charge type: Regular, Overhead, or Promotional.
Credentials	For an employee resource row, this column displays the employee's professional credentials.
Education	For an employee resource row, this column displays the employee's education and training.
Email	For an employee resource row, this column displays the employee's email address.
Forecast Range (Calendar Period Columns)	If you select this column, the report includes daily, weekly, or monthly calendar period columns. The number of calendar period columns displayed, the range of dates they cover, and the period of time each column represents are based on the current forecast range settings for the report. To change those settings, click next to Forecast Range above the upper-right corner of the report. The calendar period columns can contain assignment planned hours, actual hours, scheduled percentage, and utilization percentage. That data is displayed, under each lowest-level detail row, on the following capacity rows: Actuals: JTD hours for the period Planned: ETC hours for the period Scheduled %: Schedule percentage for the employee: Planned hours for the calendar period / Total available hours for the calendar period. For generic resources, these rows are blank. Utilization %: Utilization percentage for the employee: Billable planned hours for the calendar period / Total available hours for the calendar period. (Billable hours are hours planned for projects assigned the Regular charge type.) For generic resources, these rows are blank. If you do not want to display all four of the capacity rows, click above the upper-right corner of the report to display the column filter fields below the column headings. Click in the filter field under the Capacity heading above the first report column, select the checkboxes for the capacity rows you want, and clear the checkboxes for those you do not want.
Has Predecessor	This column displays a checkmark if the WBS level has at least one predecessor.
Has Successor	This column displays a checkmark if the WBS level has at least one successor.
Hired	For an employee resource row, this column displays the date the employee was hired.
Hours Per Day	For an employee resource row, this column displays the normal number of hours the employee works each day.
Labor Category	For a resource row, this column displays the resource's labor category.
Labor Location	For an employee resource row, this column displays the employee's work location.
Organization ID	If you have implemented organizations in Vantagepoint, this column displays the ID for the organization to which the resource is assigned.
Organization Name	If you have implemented organizations in Vantagepoint, this column displays the name of the organization to which the resource is assigned.
Plan End	For a WBS row, this column displays the plan end date for the WBS element.
Plan Start	For a WBS row, this column displays the plan start date for the WBS element.
Previous Years with This Firm	For an employee resource row, this column displays the number of years that the employee previously worked for your company, before leaving and then being rehired.
Probability	For a WBS row, this column displays the probability percentage of winning an in-pursuit project.
Project Manager	For a WBS row, this column displays the name of the employee who is the project manager for the project.
Project Organization Name	For a WBS row, this column displays the organization to which the project is assigned. This column is not available if you have not implemented organizations in Vantagepoint,
Project Status	For a WBS row, this column displays the project status: Active, Dormant, Inactive, or Purged.
Range Available Hours	For an employee resource row, this column displays the employee's available hours for the forecast range: Number of working days in the range x Employee's hours per day. This column is blank for generic resources.
Range ETC Hours	For an assignment-level WBS row, this column displays the resource's ETC hours for that assignment for the forecast range. The ETC hours are planned hours for dates in the forecast range that are later than the JTD date. (Generally, the JTD date is the date of the latest historical labor record in the database.) For a WBS row at the project level, this column displays the sum of the resource's ETC hours for all assignments for that project for the forecast range. For a resource row, this column displays the sum of the resource's ETC hours for all assignments for the forecast range.
Range Planned Hours	For an assignment-level WBS row, this column displays the sum of the resource's planned hours for that assignment for the forecast range. For a WBS row at the project level, this column displays the sum of the resource's planned hours for all assignments for that project for the forecast range. For a resource row, this column displays the sum of the resource's planned hours for all assignment for the forecast range.
Range Utilization Hours	For a WBS row, this column displays the sum of the resource's utilization hours for that WBS element for the forecast range. For a resource row, this column displays the sum of the resource's utilization hours for all WBS elements for the forecast range. Utilization hours are planned billable hours: planned hours for Won projects and for In Pursuit projects that meet the criteria for inclusion in the utilization calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings).
Resource ID	For a resource row, this column displays either the employee number or the generic resource code, depending on the type of resource.
Resource Name	For a resource row, this column displays the name of the resource.
Resource Type	For a resource row, this column displays the type of resource: Employee or Generic Resource.
Scheduled %	For an employee resource row, this column displays the percent scheduled: Scheduled hours for the forecast range / Available hours for the forecast range. Scheduled hours are planned hours for overhead projects, promotional projects, regular Won projects, and regular In Pursuit projects that meet the criteria for inclusion in the percentage calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings). This column is blank for generic resources.
Skills	For an employee resource row, this column displays the employee's skills.
Stage	For a WBS row, this column displays the current stage for the project, such as: Awarded, Deferred, Lead, Lost, or Pending.
Stage Step	For a WBS row, this column displays where a project is in the stage process if you are using CRM, such as: Do Not Pursue, In Pursuit, Lost, or Won.
Status	For an employee resource row, this column displays the employee's status: Active, Inactive, or Terminated.
Supervisor	For an employee resource row, this column displays the name of the employee's supervisor.
Terminated	For an employee resource row for a terminated employee, this column displays the date the employee was terminated.
Title	For an employee resource row, this column displays the employee's job title.
Top Project ID	For a WBS row, this column displays the project ID (the ID of the top-level WBS element).
Top Project Name	For a WBS row, this column displays the name of the project (the name of the top-level WBS element).
Total Planned Hours	For an assignment-level WBS row, this column displays the sum of the resource's planned hours (past and ETC hours) for that assignment for the period from the assignment start date through the assignment end date. For a WBS row at the project level, this column displays the sum of the resource's planned hours for all assignments for that project. For a resource row, this column displays the sum of the resource's planned hours for all WBS assignments.
Total Years with This Firm	For an employee resource row, this column displays the total number of years that the employee has been employed by your firm. If the employee was employed by your firm, left the firm, and then returned, the total includes both periods of employment.
Utilization %	For an employee resource row, this column displays the employee's utilization percentage: Billable planned hours for the forecast range / Available hours for the forecast range. Billable planned hours are planned hours for Won projects and for In Pursuit projects that meet the criteria for inclusion in the percentage calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings). This column is blank for generic resources.
Utilization Target	For an employee resource row, this column displays the employee's target percentage of available hours to be worked on projects that are included in the utilization calculation. This column is blank for generic resources.
Years with Other Firms	For an employee resource row, this column displays the employee's years of experience (usually relevant experience) working for other companies.