Resource Detail Reports

You can generate customized detailed resource reports using the filter and output options.

Notes:

• Your report may look different based on the filter and output parameters you selected.
• When running heatmap reports, you can choose to view or hide rows with zero values. From the Output tab, select Yes for the filter Hide Rows with Zero Effect. This filter hides zero values for the Allocation, Activity and Team/Overhead rows.

Resource Professional Certifications

Based on your filters, this report displays all the certificates received by resources. The output choices are CSV, PDF and HTML.

Resource Expertise/Skills

Based on your filters, this report displays the skills and expertise the resources have. The output choices are CSV, PDF and HTML.

Resource Assets

Based on your filters, this report displays the skills and expertise the resources have. The output choices are PDF, CSV and HTML.

Heat Map by Resource

Based on your filters, this report displays a heat map by resource. The output choices are HTML and CSV.

Heat Map by Role

Based on your filters, this report displays a heat map by resource roles. From the Filter tab, you must choose an Initiative before running this report. The output choices are HTML and CSV.

Note: The total capacity at the role level only indicates potential capacity. The capacity is counted more than once if a resource has multiple roles.

Heat map by Project

Based on your filters, this report displays a heat map by project. The output choices are HTML and CSV.

Heat Map Legends

• CP(hours)

Resource Capacity. The number of working hours per week by a resource divided by the number of working days per week.

Example: If a user works 40 hours a week, there are 5 work days in a week and 22 working days in a month, then the capacity for the resource for that month is 40/5* 22= 176 hours. Resource capacity is fixed and the number of work days in EnterpriseTrack is fixed at 5. General calendar holidays and non-working days do not affect resource capacity.

• RQ(hours)

Pending/Unapproved Requested Effort for Resources. It is the sum of the demand for a role or resource in the form of allocations from projects.

• CM(hours)

Approved/Committed Effort for Resources. When Requested Effort (RQ) is approved it becomes Committed Effort and RQ can be approved is full or partial. If a resource role doesn't require an approved then as soon as effort is allocated it becomes committed effort.

• TD(hours)

Total Demand (RQ+CM). It is the sum of Requested Effort (RQ) for a role or resource and the Committed Effort (CM).

• RQ/CP(Percent)

Requested Effort as a percent of Capacity

• CM/CP(Percent)

Committed Effort as a percent of Capacity

• TD/CP(Percent)

Total Demand as a percent of Capacity

• PL(hours)

Planned Effort for Resources. The sum of an individual resource's planned effort for each assigned task for a given time period. It is not double-counted when rolled up by resource or role.

Example: If John Smith plans to work 110 hours as a DBA and 40hrs as a Unix Administrator for the month of January, then the PL for John for the month of January is 110 +40 = 150 hrs.  If Mary Jane plans to work 100 hrs as a DBA in the month of January then the PL for DBA is 110 + 100= 210 hrs. The PL for Mary is 100 hrs. The PL for Unix Administrator is 40 hrs.

• AC(hours)

Actual Effort: The sum of the actual effort by a resource for a given time period. This can come from timesheets. No double counting is done when rolled up by resource or role.

Example: If John Smith has worked 93 hrs as a DBA and 45 hrs as a Unix Administrator in January, then the AC for John is 93+45 = 138 hrs. If Mary Jane worked 97 hrs. as DBA in January, then the AC for Mary is 97. The AC for DBA is 93+97=190 and the AC for Unix Administrator is 45.

• PL/CP(Percent)

Planned Utilization.

• AC/CP(Percent)

Actual Utilization.

Resource Utilization Chart Report

Based on your filters, this report displays a heat map chart by resource. It shows the planned utilization % and the actual utilization % for all resources. The output choices are HTML and CSV.

Project Effort Chart Report

Based on your filters, this report displays a project effort heat map by project. It shows the planned and the actual effort. The output choices are HTML and CSV.

Heat Map by Resource CSV

Based on your filters, this report displays a heat map by resource. The output choices are HTML and CSV.

Resource Allocation Report

Based on your filters, this report displays the resource allocation. It shows the project ID, project name, project role, resource name, status, approval role, duration, percentage/effort, pending/unapproved requested effort for resource from, pending/unapproved requested effort to, approved/committed effort for resources from, approved/committed effort for resources to, preferred users, preferred skills, pending/unapproved requested effort for resources%, approved/committed effort for resources, rate $, pending/unapproved requested effort for resource $, and approved/committed effort for resources $. The output choices are HTML and CSV.

See Also

List of Pre-Defined Standard Reports

Listing Reports

Project Summary Reports

Project Detail Reports

Project Spreadsheet Reports

Timesheet Reports