Projects Report

The Projects report enables you to generate a wide variety of reports, from simple project list with JTD, ETC, and EAC hours to detailed plan reports that show actual and ETC hours at the level of individual resource assignments and broken down by calendar period. 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

TOP PROJECT NAME, RESOURCE NAME, CAPACITY

For a WBS row, the first column, by default, displays the project name (the name of the top-level element of the work breakdown structure (WBS)). If you select SHOW RESOURCES in the Report Settings dialog box , this column also displays the names of the resources assigned to the project. If you select SHOW RESOURCES and Assignment Level in the Report Settings dialog box , this column displays the names of the assignment-level WBS elements and the names of the resources assigned to those WBS elements. 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 Projects 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 either that resource's earliest start date for the project, if the report displays WBS data at the project level, or that resource's start date for the WBS element, if the report displays data at the assignment level of the WBS. For an assignment-level WBS row, this column displays the earliest start date for the resources assigned to the WBS element. For a WBS row at the project level, this column displays the earliest start date for the resources assigned to the project.
ASSIGNMENT END	For a resource row, this column displays either that resource's latest end date for the project, if the report displays WBS data at the project level, or that resource's end date for the WBS element, if the report displays data at the assignment level of the WBS. For an assignment-level WBS row, this column displays the latest end date for the resources assigned to the WBS element. For a WBS row at the project level, this column displays the latest end date for the resources assigned to the project.
TOTAL ETC HOURS	For an assignment-level WBS row, this column displays the sum of all ETC hours for the resources assigned to that WBS element. The ETC hours are planned hours for dates in each 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 all ETC hours for the resources assigned to that project. For a resource row, this column displays that resource's total ETC hours for the WBS element.
EAC HOURS	This column displays the estimate-at-completion hours for the WBS element and resources: JTD hours + ETC hours.
JTD HOURS <JTD date>	For a WBS row, this column displays the sum of the job-to-date (JTD) actual hours charged to the WBS element by assigned resources, through the JTD date. The JTD date displays as part of the column heading. (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 resource row, this column displays the JTD actual hours that resource charged to the WBS element, through the JTD date. 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 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. 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).
ORGANIZATION ID	If you have implemented organizations in Deltek CRM, this column displays the ID for the organization to which the WBS element is assigned.
ORGANIZATION NAME	If you have implemented organizations in Deltek CRM, this column displays the name of the organization to which the WBS element 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.
PROJECT MANAGER	For a WBS row, this column displays the name of the project manager for the WBS element.
PROJECT TYPE	For a WBS row, this column displays the project type for the WBS element.
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 sum of all resource ETC hours for that WBS element 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 ETC hours for that project for the forecast range. For a resource row, this column displays the sum of the resource's ETC hours for that WBS element for the forecast range.
RANGE PLANNED HOURS	For an assignment-level WBS row, this column displays the sum of the resource planned hours for that WBS element for the forecast range. For a WBS row at the project level, this column displays the sum of the resource planned hours for that project for the forecast range. For a resource row, this column displays the sum of the resource's planned hours for that WBS element 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 resource planned hours for that WBS element for the forecast range. For a WBS row at the project level for a billable project, this column displays the sum of the resource planned hours for that project for the forecast range. For a resource row, this column displays the sum of the resource's billable planned hours for that WBS element 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.
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: Planned hours for the forecast range / Available hours for the forecast range. This column is blank for generic resources.
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 all planned hours (past and ETC hours) for the resources assigned to that WBS element. For a WBS row at the project level, this column displays the sum of all planned hours (past and ETC hours) for all resource assignments for that project. For a resource row, this column displays the sum of the past and ETC hours for that resource's assignment for the WBS element.