Skip to main content
Planview Customer Success Center

Resource Planning Reports

Resource Planning reports allow resource managers to view resource capacity and demand information. A set of eleven reports provide different views into resource planning data (see table below). Select one of the eleven reports based on your reporting needs.

The following types of reports are available:

Resource Planning Reports

#

Type

Report for

Title

1

Type 1

Organization

Resource Planning by Resources

2

Type 2

Organization

Resource Planning by Org Roles

3

Type 3

Organization

Resource Planning by Project Roles

4

Type 4

Organization

Resource Planning by Resource Allocations

5

Type 5

Organization

Resource Planning by Resource Schedules

6

Type 3

Organization

Resource Planning for Project Roles for multiple Portfolios

7

Type 3

Portfolio

Resource Planning for Project Roles for a selected Portfolios

8

Type 3

Portfolio

Resource Planning for Project Roles for a selected Portfolios and its sub-Portfolios

9

Type 3

Project

Resource Planning for Project Roles for a selected Project

10

Type 4

Project

Resource Planning for Resource Allocations for a selected Project

11

Type 5

Project

Resource Planning for Resource Schedules for a selected Project

 

These eleven report sources are based on five resource planning report types. The report types are based on the type of data being reported on and the primary reporting entity. Each report type focuses on different aspect of resource planning data. The table below displays the summary view of five base report types, primary reporting entities and linked entities. List of fields for each report type are then listed in subsequent tables. Using fields from primary or linked entities, user can create a report that displays both capacity and demand data on the same report.

Report Types

Type1

Type2

Type3

Type4

Type5

Primary Reporting Entity

 

Resource Capacity

Org Role Demand

Project Role Demand

Resource Allocation by Project Role

Resource Schedule by Task Role

Linked Entities

Resource Capacity

 

 

 

Org Role Demand

 

Project Role Demand

 

 

 

Resource Allocation

 

 

 

 

Project

 

 

Resource

 

 

Organization Role

Project Role

 

 

Team Member Role

 

 

 

 

Role Group

 

Task Schedule

 

 

 

 

 

Task Role

 

 

 

 

Task

 

 

 

 

 

Depending on the type of report selected above, entity and field choice will vary. If a target line for capacity is desired, the user should select reports based on Type 1 and Type 2 (Resource Capacity or Org Role based reports). Capacity data for reports based on Type 1 will be based on capacity of resources. Capacity data for reports based on Type 2 reports will be based on Org Role capacity (capacity for resources whose primary role matches the Org Role).

Report output data is summarized by time period selected during the report run. For example, if user runs Type1 report for Resource Capacity by Daily frequency, then the list report will display one row per day for each resource matching filter criteria. For example if the 100 resources matched filter criteria and the report was run on a daily frequency for a 3 day period, then the list report will return 100 * 3 = 300 rows of data. Instead of displaying data in a list, user could display a bar chart, where daily data will be displayed on the X-Axis (in this example one bar for each day). When user drills down from the bar, the list underlying the bar will be displayed.

For resource planning charts, user could select “Date” from the primary reporting entity to display the bar chart by date. To summarize data by daily, weekly or monthly frequency, at run time user needs to select frequency and date range. For data fields for the bar, user can select Allocated, Scheduled and/or Actual. For the target line field the user needs to select Capacity or Allocation field if available on the primary reporting entity. Based on this setup a multi-series bar chart with three side-by-side columns with a target line would be displayed.

Note: Three portfolio reports will also display prorated and non-prorated values. For example if a project contributes 50% to a portfolio, then the half of the project’s hours and costs will contribute to the prorated fields but 100% will contribute to standard fields. Prorated fields will be identified with a suffix “ (Prorated)”. For example for the three portfolio report sources Allocated Hours will be displayed as “Allocated Hrs” and “Allocated Hrs (Prorated)”.

Resource Planning by Resources (Type 1)

Resource Planning by Resources report displays data for resources. Resource Capacity data is summarized across all projects and roles that the resources are assigned to.

Entity

Field

Description

Resource Planning-Resource

Actual %

Actual data entered by resources via timesheets

Resource Planning-Resource

Actual Cost

Internal Rate * Actual Hours

Resource Planning-Resource

Actual FTE

Actual data entered by resources via timesheets

Resource Planning-Resource

Actual Hrs

Actual data entered by resources via timesheets

Resource Planning-Resource

Allocated %

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Resource

Allocated Cost

Internal Rate * Allocated Hours

Resource Planning-Resource

Allocated FTE

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Resource

Allocated Hrs

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Resource

Business Days

Business Days in the reporting date range

Resource Planning-Resource

Capacity Cost

Internal Rate * Capacity Hours

Resource Planning-Resource

Capacity FTE

Resource Capacity for Primary Org Role Capacity in reporting date range

Resource Planning-Resource

Capacity Hrs

Resource Capacity for Primary Org Role Capacity in reporting date range

Resource Planning-Resource

Date

Date for reported data - can be used for grouping on charts

Resource Planning-Resource

Resource

Primary reporting attribute - values calculated for this field (can be selected from the linked entity – Resource)

Resource Planning-Resource

Scheduled %

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource

Scheduled Cost

Internal Rate * Scheduled Hours

Resource Planning-Resource

Scheduled FTE

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource

Scheduled Hrs

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource

Soft booking %

Soft booking in reporting date range for resources on a staffing request

Resource Planning-Resource

Soft booking Cost

Internal Rate * Soft booking Hours

Resource Planning-Resource

Soft booking FTE

Soft booking in reporting date range for resources on a staffing request

Resource Planning-Resource

Soft booking Hrs

Billable Rate * Soft booking Hours

Resource Planning-Resource

Unallocated Capacity %

Capacity minus Allocated

Resource Planning-Resource

Unallocated Capacity Cost

Capacity minus Allocated

Resource Planning-Resource

Unallocated Capacity FTE

Capacity minus Allocated

Resource Planning-Resource

Unallocated Capacity Hours

Capacity minus Allocated

Resource Planning-Resource

Unscheduled Capacity %

Capacity minus Scheduled

Resource Planning-Resource

Unscheduled Capacity Cost

Capacity minus Scheduled

Resource Planning-Resource

Unscheduled Capacity FTE

Capacity minus Scheduled

Resource Planning-Resource

Unscheduled Capacity Hrs

Capacity minus Scheduled

 

 

 

Related Entities

 

 

Resource

 

 

Organization Role

 

 

Role Group

 

 

Organization Role Demand

 

 

 

Resource Planning by Org Role (Type 2)

Resource Planning by Org Role report displays data for organization roles. Org Role Demand data is summarized across all projects that have estimates for that role and across all resources that can play that role (based on their primary org role)

Entity

Field

Description

Resource Planning-Org Role

Actual %

Actual data entered by resources via timesheets

Resource Planning-Org Role

Actual Cost

Internal Rate * Actual Hours

Resource Planning-Org Role

Actual FTE

Actual data entered by resources via timesheets

Resource Planning-Org Role

Actual Hrs

Actual data entered by resources via timesheets

Resource Planning-Org Role

Allocated %

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Org Role

Allocated Cost

Internal Rate * Allocated Hours

Resource Planning-Org Role

Allocated FTE

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Org Role

Allocated Hrs

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Org Role

Business Days

Business Days in the reporting date range

Resource Planning-Org Role

Capacity Cost

Internal Rate * Capacity Hours

Resource Planning-Org Role

Capacity FTE

Resource Capacity for Primary Org Role Capacity in reporting date range

Resource Planning-Org Role

Capacity Hrs

Resource Capacity for Primary Org Role Capacity in reporting date range

Resource Planning-Org Role

Date

Date for reported data - can be used for grouping on charts

Resource Planning-Org Role

Demand %

Demand for the role over reporting date range (from project roles)

Resource Planning-Org Role

Demand Cost

Internal Rate * Demand Hours

Resource Planning-Org Role

Demand FTE

Demand for the role over reporting date range (from project roles)

Resource Planning-Org Role

Demand Hrs

Demand for the role over reporting date range (from project roles)

Resource Planning-Org Role

Org Role

Primary reporting attribute - values calculated for this field (can be selected from the linked entity – Organization Role)

Resource Planning-Org Role

Scheduled %

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Org Role

Scheduled Cost

Internal Rate * Scheduled Hours

Resource Planning-Org Role

Scheduled FTE

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Org Role

Scheduled Hrs

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Org Role

Unallocated Capacity %

Capacity minus Allocated

Resource Planning-Org Role

Unallocated Capacity Cost

Capacity minus Allocated

Resource Planning-Org Role

Unallocated Capacity FTE

Capacity minus Allocated

Resource Planning-Org Role

Unallocated Capacity Hrs

Capacity minus Allocated

Resource Planning-Org Role

Unallocated Demand %

Demand minus Allocated

Resource Planning-Org Role

Unallocated Demand Cost

Demand minus Allocated

Resource Planning-Org Role

Unallocated Demand FTE

Demand minus Allocated

Resource Planning-Org Role

Unallocated Demand Hrs

Demand minus Allocated

Resource Planning-Org Role

Under/Over Capacity %

Demand minus Capacity

Resource Planning-Org Role

Under/Over Capacity Cost

Demand minus Capacity

Resource Planning-Org Role

Under/Over Capacity FTE

Demand minus Capacity

Resource Planning-Org Role

Under/Over Capacity Hrs

Demand minus Capacity

Resource Planning-Org Role

Unscheduled Capacity %

Capacity minus Scheduled

Resource Planning-Org Role

Unscheduled Capacity Cost

Capacity minus Scheduled

Resource Planning-Org Role

Unscheduled Capacity FTE

Capacity minus Scheduled

Resource Planning-Org Role

Unscheduled Capacity Hrs

Capacity minus Scheduled

Resource Planning-Org Role

Unscheduled Demand %

Demand minus Scheduled

Resource Planning-Org Role

Unscheduled Demand Cost

Demand minus Scheduled

Resource Planning-Org Role

Unscheduled Demand FTE

Demand minus Scheduled

Resource Planning-Org Role

Unscheduled Demand Hrs

Demand minus Scheduled

 

 

 

Related Entities

 

 

Org Role

 

 

Role Group

 

 

 

Resource Planning by Project Role (Type 3)

Resource Planning by Project Role report displays demand for project roles. Project Role Demand data is built from the project role records on all projects.

Entity

Field

Description

Resource Planning-Project Role

Actual %

Actual data entered by resources via timesheets

Resource Planning-Project Role

Actual Cost

Internal Rate * Actual Hours

Resource Planning-Project Role

Actual FTE

Actual data entered by resources via timesheets

Resource Planning-Project Role

Actual Hrs

Actual data entered by resources via timesheets

Resource Planning-Project Role

Allocated %

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Project Role

Allocated Cost

Internal Rate * Allocated Hours

Resource Planning-Project Role

Allocated FTE

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Project Role

Allocated Hrs

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Project Role

Business Days

Business Days in the reporting date range

Resource Planning-Project Role

Date

Date for reported data - can be used for grouping on charts

Resource Planning-Project Role

Demand Cost

Internal Rate * Demand Hours

Resource Planning-Project Role

Demand FTE

Demand for the role over reporting date range (from project roles)

Resource Planning-Project Role

Demand Hrs

Demand for the role over reporting date range (from project roles)

Resource Planning-Project Role

Project Role

Primary reporting attribute - values calculated for this field (can be selected from the linked entity – Project Role)

Resource Planning-Project Role

Scheduled %

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Project Role

Scheduled Cost

Internal Rate * Scheduled Hours

Resource Planning-Project Role

Scheduled FTE

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Project Role

Scheduled Hrs

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Project Role

Unallocated Demand %

Demand minus Allocated

Resource Planning-Project Role

Unallocated Demand Cost

Demand minus Allocated

Resource Planning-Project Role

Unallocated Demand FTE

Demand minus Allocated

Resource Planning-Project Role

Unallocated Demand Hrs

Demand minus Allocated

Resource Planning-Project Role

Unscheduled Demand %

Demand minus Scheduled

Resource Planning-Project Role

Unscheduled Demand Cost

Demand minus Scheduled

Resource Planning-Project Role

Unscheduled Demand FTE

Demand minus Scheduled

Resource Planning-Project Role

Unscheduled Demand Hrs

Demand minus Scheduled

 

 

 

Related Entities

 

 

Project

   

Project Role

 

 

Organization Role

 

 

Role Group

 

 

Org Role Demand

 

 

 

Resource Planning by Resource Allocation (Type 4)

Resource Planning by Resource Allocation report is a team member role level report which displays how much a resource is allocated to projects. Resource Allocation data is summarized across Team Member Role records on all projects.

Entity

Field

Description

Resource Planning-Resource Allocation

Actual %

Actual data entered by resources via timesheets

Resource Planning-Resource Allocation

Actual Cost

Internal Rate * Actual Hours

Resource Planning-Resource Allocation

Actual FTE

Actual data entered by resources via timesheets

Resource Planning-Resource Allocation

Actual Hrs

Actual data entered by resources via timesheets

Resource Planning-Resource Allocation

Allocated %

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Resource Allocation

Allocated Cost

Internal Rate * Allocated Hours

Resource Planning-Resource Allocation

Allocated FTE

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Resource Allocation

Allocated Hrs

Resources Allocated in reporting date range (from team member roles)

Resource Planning-Resource Allocation

Business Days

Business Days in the reporting date range

Resource Planning-Resource Allocation

Date

Date for reported data - can be used for grouping on charts

Resource Planning-Resource Allocation

Project Role

Primary reporting attribute - values calculated for this field (can be selected from the linked entity – Project Role)  

Resource Planning-Resource Allocation

Scheduled %

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource Allocation

Scheduled Cost

Internal Rate * Scheduled Hours

Resource Planning-Resource Allocation

Scheduled FTE

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource Allocation

Scheduled Hrs

Scheduled on Tasks for resources for the parent role (from task schedule)

 

 

 

Related Entities

 

 

Project

 

 

Resource

   

Project Role

   

Organization Role

   

Role Group

   

Resource Capacity

   

Org Role Demand

 

 

Project Role Demand

 

 

 

Resource Planning by Resource Schedule (Type 5)

Resource Planning by Resource Schedule report displays how resources are scheduled to tasks. Resource Schedule data is summarized across Task Schedule records across all tasks on all projects.

Entity

Field

Description

Resource Planning-Resource Schedule

Actual Cost

Internal Rate * Actual Hours

Resource Planning-Resource Schedule

Actual FTE

Actual data entered by resources via timesheets

Resource Planning-Resource Schedule

Actual Hrs

Actual data entered by resources via timesheets

Resource Planning-Resource Schedule

Business Days

Business Days in the reporting date range

Resource Planning-Resource Schedule

Date

Date for reported data - can be used for grouping on charts

Resource Planning-Resource Schedule

Scheduled Cost

Internal Rate * Scheduled Hours

Resource Planning-Resource Schedule

Scheduled FTE

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource Schedule

Scheduled Hrs

Scheduled on Tasks for resources for the parent role (from task schedule)

Resource Planning-Resource Schedule

Task Role

Primary reporting attribute - values calculated for this field (can be selected from the linked entity – Project Role) 

 

 

 

Related Entities

 

 

Project

 

 

Resource

   

Task

   

Org Role

 

 

Role Group

 

 

Project Role

 

 

Task Role

 

 

Resource Capacity

 

 

Org Role Demand

 

 

Project Role Demand

 

 

Resource Allocation by Project Role