Resources Report

The Resources report enables you to generate a wide variety of reports, from simple employee lists with credentials, skills, and education to detailed resource planning reports that show actual and ETC hours at the level of individual assignments. You can add or remove columns, change the order of columns, and filter the data to tailor the reports to best meet your needs. And you can save any report you create so it is immediately available to you in the future.

First Column

The heading displayed for the first report column varies depending on the report settings you select.

Field

Description

RESOUCE NAME, TOP PROJECT NAME, ASSIGNMENT LEVEL, CAPACITY

For a resource row, the first column always displays the name of the resource. If you select SHOW PROJECTS in the Report Settings dialog box, this column also displays, below each resource, either the project names (the names of the top-level elements of the work breakdown structure (WBS)) or the names of the assignment-level WBS elements to which the resource is assigned. If you select Forecast Range in 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, Scheduled %, and Utilization %.

Additional 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, Deltek CRM saves that modified report as your new default format.

Field	Description
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 start 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.
TOTAL ETC HOURS	For a WBS row at the assignment level, this column displays the resource's estimate-to-complete (ETC) hours for that assignment for the period from the assignment start date through the assignment end date. The ETC hours are planned hours for dates in the assignment range that are later than the JTD date. (Generally, the JTD date is the date of the latest historical labor record in the database, but your system administrator can specify a different date.) 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 a resource row, this column displays the sum of the resource's ETC hours for all WBS assignments.
EAC HOURS	This column displays the estimate-at-completion hours for the resource or WBS element: JTD hours + ETC Hours.
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. Deltek CRM automatically updates these values when you use the API or the Historical Hours import to bring in hours charged to projects. Updating JTD hours, in turn, also affects ETC and EAC calculations. If the import process or API imports a labor transaction for a project, and no assignment exists for the employee for the WBS element to which the labor is charged, the import creates a new assignment with JTD hours but no planned hours.
Calendar period columns (Forecast Range)	These columns display period-by-period assignment data. 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. To add calendar period columns to a report, select Forecast Range as a column in the Report Settings dialog box. If you elect to include calendar period columns, the report displays the period data on one or more of the following types of rows: Actuals: JTD hours for the period. For generic resources, this row does not display. 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, this row does not display. 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, this row does not display. To select which of these types of rows you want to show, click above the upper-right corner of the report to display the filter fields below the column headings. Click in the field under the CAPACITY heading above the first column, select the check boxes for the rows you want, and clear the check boxes for those you do not want.

Other 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	For an assignment-level WBS row, this column displays the name of the assignment-level WBS element.
ASSIGNMENT LEVEL ID	For an assignment-level WBS row, this column displays the ID of the assignment-level WBS element.
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).
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.
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 Deltek CRM, this column displays the ID for the organization to which the resource is assigned.
ORGANIZATION NAME	If you have implemented organizations in Deltek CRM, 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 OTHER ORGANIZATIONS	For an employee resource row, this column displays the number of years of experience (usually relevant experience) working for other firms.
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, but your system administrator can specify a different date.) 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 WBS 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 WBS assignment rows for the forecast range.
RANGE UTILIZATION HOURS	For an assignment-level WBS row for which the project is billable, this column displays the sum of the resources's planned hours for that assignment for the forecast range. For a WBS row at the project level for a billable project, 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 billable projects for the forecast range.
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.
SCHEDULED %	For an employee resource row, this column displays the percent scheduled: Planned hours for the forecast range / Available hours for the forecast range. This column is blank for generic resources.
SKILLS	For an employee resource row, this column displays the employee's skills.
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 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 ORGANIZATION	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: Planned hours for billable projects for the forecast range / Available hours for the forecast range. 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 billable projects. This column is blank for generic resources.