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Planview Customer Success Center

Resource Workbench Utilization aka Top Half of Home/Resources View

Displays resource utilization, *almost* mimicking the top half of Home/Resources view (also known as the Resource Workbench). *Almost* because the Resource Workbench automatically filters out Implied Closed projects, whereas this report will display allocation percents based on all projects. So if you have resources allocated to one or more closed projects for the time period displayed, the values will not exactly match what is in the Resource Workbench top half of the grid. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

Top half resource workbench.png

 

Design View Selection Comments
General

Topic: Resource

Specialty: Time Series

Type: List: Time Series

Title: <enter a meaningful title>

 

 

Data

List Fields: Add whichever of the following resource and other fields that would be of value and/or match the Resource Workbench Resource Columns settings, such as:

  • Name: Last, First
  • Primary Role

Time Series Fields: Only available fields that have a time series indicator appended to their titles - such as '(Time Series)', or '(Allocated Roles - Time Series)' - should be added to this section (hint: search Available Fields list for 'time series'). From the Resource available fields add the following:

  • Allocation Percent (Time Series)

Adding Background Colors:

Within the Time Series Fields area select the gear icon to edit settings for the Allocation Percent field:

Screen Shot 2021-10-14 at 11.28.57 AM.png

Select the Colors tab and the Resource utilization option:

Screen Shot 2022-04-12 at 11.19.55 AM.png

Selecting the Resource utilization option will provide background colors per your organization resource settings, allowing you to closely match the Home/Resources view. If you see different values and colors, it may be the difference between the Home/Resources view (Resource Workbench) automatically filtering out Implied Closed projects, whereas this report will display allocation percents based on all projects. So if you have resources allocated to one or more closed projects for the time period displayed, the values and colors will not exactly match what is in the Resource Workbench top half of the grid.

To change the Allocation Percent to show without decimals and match the Resource Workbench, either in the Preview pane within any of the Time Series column title menus select 'Display Data As' and '0%':

Screen Shot 2021-10-14 at 11.21.26 AM.png

Or, within the Time Series Fields area select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the Display Data As:

Screen Shot 2021-10-14 at 11.22.11 AM.png

Screen Shot 2021-10-14 at 11.26.45 AM.png

 

Display

Configure desired options within the Display tab, such as:

 

 
Variable Settings

Scope: Organization, so that the report will appear in the Organization/Reports grid

Filters: Any resource filters

Time Series: Select a Frequency and Date Range appropriate to your report needs, to match the Resource Workbench this could include:

  • Frequency Monthly
  • Date Range 'is next NNN months, including this month' for 12 months

 

If you would like to allow changing Filters or the Time Series selections before running the report or when viewing the report, select the 'Allow changing' checkbox options for each. For example, you might want to allow changing the filters When viewing to mimic the Resource Workbench.