Display Calendar Period Columns on a Resource Planning Report

Select Forecast Range in the Report Settings dialog box to display calendar period columns on a report.

To select display calendar period columns on a Resource Planning report, complete the following steps:
  1. In the Resource Planning workspace, click to go to the Reporting area.
  2. If the report that displays by default is not the report you want, do either of the following:
    • To display a standard Resources or Projects report, click the currently displayed standard report name above the upper-left corner of the report and select the standard report you want.
    • To display a saved report, use the Find saved report field at the top of the Reporting area to select the report.
  3. Click above the upper-right corner of the report.
  4. Click Forecast Range in AVAILABLE COLUMNS and click to move Forecast Range to the SELECTED COLUMNS list.
  5. If Forecast Range is not where you want the calendar period columns in the column order, hover over the row for Forecast Range in SELECTED COLUMNS, and click-and-drag to move it to the right position.
  6. Click Apply to update the report.

    Result: Calendar periods display on the report. The scale, number of columns, and first day, week, or month are based on your current forecast range, as displayed above the report. In addition, capacity rows for displaying actual job-to-date (JTD) hours, planned hours, scheduled percentages, and utilization percentages also display.

  7. To change the scale, number of columns, and starting period, click next to Forecast Range above the upper-right corner of the report and change the settings on the Change Forecast Range dialog box.
  8. To change which capacity rows display, click above the upper-right corner of the report.
  9. Click in the filter field below the CAPACITY column heading on the far left and select the check boxes for the rows you want.