Resource Allocation Report

The Resource Allocation Report provides a seven-day interval view of a task assignments for selected group of people based on their defined skills or their location in the organizational hierarchy.  This "Resource Histogram" report can be contrasted against unassigned work for particular types of resources.  The report displays planned hours across multiple projects and tasks for a specified time frame.

Tasks will only be represented in this report if they are non-closed tasks on Active Projects.  In the details area, they are grouped by Project State (Active, Due Diligence, and Planning) and by Project.

The report can be run from the Task edit page, as a what-if scenario using the pending un-saved information by clicking on any of the selected resource names.  It will be automatically generated for the date range covered by the task, including all of the resources currently shown on the task.

Note: A similar report is available for all workers assigned to a project.

 

How to run the Resource Allocation Report

  1. On the Personal Workspace, select the menu option Resources in the Enterprise Reports section of the main menu to launch the People Picker.

  2. Add any additional resources to the right side of the People Picker by following Steps 1 through 4.  Note that selections can be filtered by the skills identified for individual users.

  3. Select the Resource Allocation Report from the drop down list in Step 5.

  4. Resource requirements for unassigned tasks (where needed skills have been identified) can be added to the bottom of the report by selecting Skills in Step 6.  Note that multiple selections can be made by holding down the CTRL key while clicking the options.

  5. Select a From and To date range for the report.

  6. The resulting report can be emailed, by selecting the Email me this report checkbox.

  7. Click the Submit button.

 

Information displayed in the Resource Allocation Report