Reports and outputs
Resource management adoption pathway
1. Get started | 2. Design and set up | 3. Capability usage | 4. Reports and outputs |
Audience |
PMO, resource manager, project manager, portfolio manager |
Objective | Report on actual hours spent on work and view resource capacity vs. demand using the resource management dashboard, reports, and analytics. |
How are we able to view the impact of planned absences and other overhead activities on resource capacity?
Staffing Resource Portfolio Screen | Screen |
This screen provides a graphic view of planned versus actual effort. Standard activities decrement from capacity then allocations, reserves, and actuals. Here you can filter by 'Entity Type' to view unfilled resource requirements, and use the 'Group by' attribute to view resource teams. |
FastTrack Power BI Showcase Dashboards – Resources | Power BI Dashboard |
This interactive Power BI dashboard uses data from resource portfolio column sets to showcase a range of out-of-the-box Power BI visualizations. Resource-related data is presented in an engaging and meaningful way that aids detailed analysis through drill-down functionality. |
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
How are we able to view the overall organizational resource capacity to deliver both project and non-project work?
Staffing Resource Portfolio Screen | Screen |
This screen provides a graphic view of planned versus actual effort. Standard activities decrement from capacity then allocations, reserves, and actuals. Here you can filter by 'Entity Type' to view unfilled resource requirements, and use the 'Group by' attribute to view resource teams. |
RES03 – Resource Portfolio Supply and Demand | Analytic |
This analytic provides an organizational view of resource capacity versus demand. Demand is based on requirements, reserves, and allocations in project schedules, and data can be pivoted by different resource dimensions. This analytic allows you to identify teams or resources that are under- or over-utilized, and improve project delivery estimations based on available capacity. |
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
FastTrack Power BI Showcase Dashboards – Resources | Power BI Dashboard |
This interactive Power BI dashboard uses data from resource portfolio column sets to showcase a range of out-of-the-box Power BI visualizations. Resource-related data is presented in an engaging and meaningful way that aids detailed analysis through drill-down functionality. |
FastTrack Power BI Showcase Dashboards – Resource Management – Demand and Capacity |
Power BI Dashboard |
This dashboard provides insight into the overall demand and capacity at an organizational level, including visualizations of overall resource utilization, demand versus capacity, and roles with the highest and lowest utilization. Visualizations can be viewed in units of Hours, Days, or FTE, and can be filtered by portfolio, resource hierarchy, team, location, period, and more. |
Free Capacity | Tile |
This tile supports the identification and management of underutilized and overloaded resources. |
How are we able to understand where we have constrained resources?
Staffing Resource Portfolio Screen | Screen |
This screen provides a graphic view of planned versus actual effort. Standard activities decrement from capacity then allocations, reserves, and actuals. Here you can filter by 'Entity Type' to view unfilled resource requirements, and use the 'Group by' attribute to view resource teams. |
RES03 – Resource Portfolio Supply and Demand | Analytic |
This analytic provides an organizational view of resource capacity versus demand. Demand is based on requirements, reserves, and allocations in project schedules, and data can be pivoted by different resource dimensions. This analytic allows you to identify teams or resources that are under or over-utilized, and improve project delivery estimations based on available capacity. |
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
FastTrack Power BI Showcase Dashboards – Resources | Power BI Dashboard |
This interactive Power BI dashboard uses data from resource portfolio column sets to showcase a range of out-of-the-box Power BI visualizations. Resource-related data is presented in an engaging and meaningful way that aids detailed analysis through drill-down functionality. |
FastTrack Power BI Showcase Dashboards – Resource Management – Demand and Capacity |
Power BI Dashboard |
This dashboard provides insight into the overall demand and capacity at an organizational level, including visualizations of overall resource utilization, demand versus capacity, and roles with the highest and lowest utilization. Visualizations can be viewed in units of Hours, Days, or FTE, and can be filtered by portfolio, resource hierarchy, team, location, period, and more. |
FastTrack Power BI Showcase Dashboards – Resource Management – Resource Analysis |
Power BI Dashboard |
This dashboard includes visualizations that help analyze resource distribution and utilization for specific resources, including breakdowns by activity type, resource hierarchy, and location. The dashboard also presents utilization information for specific resources and allows for detailed analysis through drill-down functionality. |
Overloaded Resources | Tile | This tile supports the identification of resources with utilization that exceeds their capacity. |
How are we able to view resource demand for project and non-project work?
Staffing Resource Portfolio Screen | Screen |
This screen provides a graphic view of planned versus actual effort. Standard activities decrement from capacity then allocations, reserves, and actuals. Here you can filter by 'Entity Type' to view unfilled resource requirements, and use the 'Group by' attribute to view resource teams. |
RES03 – Resource Portfolio Supply and Demand | Analytic |
This analytic provides an organizational view of resource capacity versus demand. Demand is based on requirements, reserves, and allocations in project schedules, and data can be pivoted by different resource dimensions. This analytic allows you to identify teams or resources that are under- or over-utilized, and improve project delivery estimations based on available capacity. |
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
FastTrack Power BI Showcase Dashboards – Resources | Power BI Dashboard |
This interactive Power BI dashboard uses data from resource portfolio column sets to showcase a range of out-of-the-box Power BI visualizations. Resource-related data is presented in an engaging and meaningful way that aids detailed analysis through drill-down functionality. |
FastTrack Power BI Showcase Dashboards – Resource Management – Activity Analysis |
Power BI Dashboard |
This dashboard displays visualizations of resource demand by work attributes such as work type or project status, as well as utilization status by standard activities. The dashboard also presents a utilization table by project and resource, allowing for detailed analysis with drill-down functionality. |
How are we able to understand which resources are available to assign work?
Staffing Resource Portfolio Screen | Screen |
This screen provides a graphic view of planned versus actual effort. Standard activities decrement from capacity then allocations, reserves, and actuals. Here you can filter by 'Entity Type' to view unfilled resource requirements, and use the 'Group by' attribute to view resource teams. |
RES03 – Resource Portfolio Supply and Demand | Analytic |
This analytic provides an organizational view of resource capacity versus demand. Demand is based on requirements, reserves, and allocations in project schedules, and data can be pivoted by different resource dimensions. This analytic allows you to identify teams or resources that are under- or over-utilized, and improve project delivery estimations based on available capacity. |
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
FastTrack Power BI Showcase Dashboards – Resource Management – Resource Utilization |
Power BI Dashboard |
This dashboard provides a utilization table can be viewed by month, project, or work item, allowing for a visualization of which resources are over-utilized and underutilized. |
FastTrack Power BI Showcase Dashboards – Resource Management – Resource Analysis |
Power BI Dashboard |
This dashboard includes visualizations that help analyze resource distribution and utilization for specific resources, including breakdowns by activity type, resource hierarchy, and location. The dashboard also presents utilization information for specific resources and allows for detailed analysis through drill-down functionality. |
Free Capacity | Tile |
This tile supports the identification and management of underutilized and overloaded resources. |
How are we able to understand when resources are under- or over-allocated?
Staffing Resource Portfolio Screen | Screen |
This screen provides a graphic view of planned versus actual effort. Standard activities decrement from capacity then allocations, reserves, and actuals. Here you can filter by 'Entity Type' to view unfilled resource requirements, and use the 'Group by' attribute to view resource teams. |
RES03 – Resource Portfolio Supply and Demand | Analytic |
This analytic provides an organizational view of resource capacity versus demand. Demand is based on requirements, reserves, and allocations in project schedules, and data can be pivoted by different resource dimensions. This analytic allows you to identify teams or resources that are under- or over-utilized, and improve project delivery estimations based on available capacity. |
FastTrack Power BI Showcase Dashboards – Resource Management – Resource Utilization |
Power BI Dashboard |
This dashboard provides a utilization table can be viewed by month, project, or work item, allowing for a visualization of which resources are over-utilized and underutilized. |
Overloaded Resources | Tile | This tile supports the identification of resources with utilization that exceeds their capacity. |
Free Capacity | Tile |
This tile supports the identification and management of underutilized and overloaded resources. |
How are we able to view the time reported to planned project work, other planned work, and non-planned work or absences?
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
RES25 – Resource Timesheet Monthly Summary | Analytic |
This report summarizes all timesheet hours for each resource in a portfolio, allowing you to see where project actual hours are being reported. |
RES26 – Resource Weekly Timesheet Detail | Analytic |
This detailed timesheet report summarizes reported hours and timesheet comments to help you understand where project actual hours are being reported. This report is also used to validate contractor timesheets. |
RES28 – Scheduled vs. Actual Effort Analysis | Analytic |
This resource portfolio-based report visualizes planned or scheduled effort vs. actual or reported effort to help identify overloaded resources and gauge the quality of planned work. |
How are we able to understand actual cost based on reported time and calculated rates?
RES24 – Resource Scheduled Effort Detail | Analytic |
This report provides a resource portfolio summary that details all scheduled or planned effort for each resource in the portfolio. |
RES25 – Timesheet Monthly | Analytic |
This report summarizes all timesheet hours for each resource in a portfolio, allowing you to see where project actual hours are being reported. |
RES26 – Resource Weekly Timesheet Detail | Analytic |
This detailed timesheet report summarizes reported hours and timesheet comments to help you understand where project actual hours are being reported. This report is also used to validate contractor timesheets. |
RES30 – Time Recharge Report Monthly | Analytic |
This resource portfolio analytic is used to extract timesheet effort and cost information for use in a robust time recharging process that accounts for new, late, and adjusted timesheets. |
How are we able to monitor timesheet status, submission, and approvals against our organizational targets?
RES08 – Timesheet Compliance | Analytic |
This resource portfolio-based report provides an organizational view of timesheet compliance to timesheet submission and approval deadlines. |
Tile |
This tile displays timesheets for resources that have been submitted and are ready for approval. |
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Timesheets Requiring Attention | Tile |
This tile lists resources that have timesheets ready for approval, disapproved timesheets, and overdue timesheets. |