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

An employee is assigned to plans in one of the following ways:

• 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.