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. It displays the role/ resource/project, project count, planned effort for resources (PL), actual effort for resource (AC), planned utilization (PL/CP %), and the actual utilization (AC/CP %). For more information on the heat map thresholds used and a description of the column headers, click the Legend link. The cells highlighted in green indicate that the resource is underutilized, and cells highlighted in red indicate that the resource is overbooked.
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.
Filter Parameters
You can filter on pull down status, initiative, reporting date range, resource basics, resource filterable custom fields, resource organization hierarchy, project basics, project dates, project organization hierarchy, project finances, program, project custom fields, project classification fields, project alignment tree, proposal basics, proposal classification fields, proposal organization hierarchy, and proposal custom fields
Output Parameters
You can select the following filters:
- Display Filters: report format, maximum rows per report, rows per page, and hide rows with zero effect. The report format choice is HTML.
- Row Filters: display named resource, display TBD assignments, display projects, display proposals, display assigned allocations, display unassigned allocations, display activities, and display team/overhead.
- Column Filters: display project count, display capacity, display requested, display committed, display total demand, display percent allocations/approvals, display planned, display actual, and display percent utilization.
The report output format is HTML.
Sample Report
