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) |
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|
|
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) |
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|
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 |
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