Resources Report Form of Resource Management

The Resources report enables you to generate a wide variety of reports, from simple employee lists with credentials, skills, and education to detailed resource planning reports that show actual and estimate-to-complete (ETC) hours at the level of individual assignments.

Contents

You can add or remove columns, change the order of columns, filter the data to tailor the reports to best meet your needs, download or save the report to your network or computer so it is immediately available to you in the future.

Resource Management Reporting shows hours, but does not include cost or bill amounts for those hours. If you wish to include cost or bill amounts for hours, use the Resource Planning reports available in the desktop application.

The Resource Planning module is required to access Resource Management Reporting. Access to the fields and options on this form are determined by your role security.

Fields and Options

Field	Description
Find saved report	Use this field to search and select the saved report that you want to review or edit. Each report in the list displays an icon indicating its name and type () Project or () Resource.
Saved Searches Counter	The number of available saved reports appears in the search field at the far right.
Rename Report	To the right of the Search field, click Rename Report to display the Rename Report dialog box and enter a new name for the selected report.
Delete Report	Select an existing report from the Find saved report list, and click Delete Report to delete the report.
Standard Report Type options	Use this drop-down to select the standard report type you want displayed on the Reporting form. Click to select either the Resources or Project option.
Records filter	Use this drop-down, located to the right of the standard report type options, to show a list of the different types of records you want included on the report (All Resources, Generic Resources, Employees I Supervise, or others). Click to select a subset of records from the drop-down list. The selections vary depending on the report type you selected.
Refine	Use the Refine option to quickly access the Custom Search dialog box where you can either edit the search criteria for an existing saved custom search or create a new custom search. The Refine option is available if you choose either one of the existing saved custom searches or if you select the Custom search option. When you select Custom in the record selection list, click Refine next to the custom search name to display the Custom Search dialog box.
Forecast Range	Click next to Forecast Range to display the Change Forecast Range dialog box and select the forecast range settings. The forecast range that you specify in the Change Forecast Range dialog box determines range of time periods included on the report. If you display calendar periods on the report, the forecast range settings also determine the number of calendar period columns, the length (day, week, or month) of each period, and the starting period. If calendar period columns are not already displayed, click above the upper-right corner of the report, select Forecast Range in Available Columns in the Report Settings dialog box, and move it to Selected Columns. If you include calendar period columns, the report displays planned hours, actual hours, scheduled percentage, and utilization percentage by calendar period. Note that for the forecast range in Resource Management Reporting (unlike Resource View), you can select a start date from any time prior to the ETC date and JTD date. For more details, see Change the Forecast Range for a Report.
Show/Hide Column Filters	Above the report form to the right, click to show or hide the filter fields below the column headings. When shown, you can select filtering options for any of the report columns as needed. When you create a filter for a column, a filter icon appears in the filtered column's heading. To remove all the currently selected filters, click Clear Filters filters to the right of the Forecast Range.
	Click this icon to save the report to your list of saved reports.
	Click this icon to download a .CSV file of the report in the report grid.
Record Counter	The record counter at the bottom right of the report grid tells you how many records were returned.

Resources Report Grid

The Resource report grid can consist of the following columns of information, depending upon the report settings and records that you select.

First Column

The heading displayed for the first report column varies depending on the report settings you select.

Field

Description

Resource Name, Top Project Name, Assignment Level, Capacity

Typically, the first column on a report can be Resource Name, Top Project Name, Assignment Level, or Capacity as described in the following: The Capacity column shows the number of hours that the employees can work in a period, based on the number of hours per day each employee is assigned in the Employees hub. Capacity can be displayed as hours or as full-time equivalents. The Calendar Period columns display period-by-period assignment data. The number of calendar period columns displayed, the range of dates they cover, and the period of time each column represents are based on the current forecast range settings for the report. To change those settings, click next to Forecast Range above the upper-right corner of the report. If you select Forecast Range in the Report Settings dialog box to include calendar period columns and capacity rows on the report, the Capacity column also displays the labels for the capacity rows: Actuals, Planned, Scheduled %, and Utilization %. To select the types of capacity rows you want to show, click above the upper-right corner of the report to display the filter fields below the column headings. Click in the field under the Capacity heading above the first column, select the check boxes for the rows you want, and clear the check boxes for those you do not want. If you set up multiple companies in DPS, you can view a report that displays plans for projects from more than one company. Each of those companies could have different starting days for their work weeks. Because of that, Resource Management reports always use the starting day of the week specified for the user's currently active company.

Additional Default Columns

The first time you display the Resources report, it contains these columns by default. If you select other columns or change the order of columns, DPS saves that modified report as your new default format.

Field	Description
Assignment Start	For a resource row, this column displays the earliest start date for all of the resource's assignments. For an assignment-level WBS row, this column displays the start date for the resource's assignment to the WBS element. For a WBS row at the project level, this column displays the earliest start date for the resource's assignments for that project.
Assignment End	For a resource row, this column displays the latest start date for all of the resource's assignments. For an assignment-level WBS row, this column displays the end date for the resource's assignment to the WBS element. For a WBS row at the project level, this column displays the latest end date for the resource's assignments for that project.
Total ETC Hours	For a WBS row at the assignment level, this column displays the resource's estimate-to-complete (ETC) hours for that assignment for the period from the assignment start date through the assignment end date. The ETC hours are planned hours for dates in the assignment range that are later than the JTD date. Note that for DPS users, the JTD date is the date of the latest historical labor record in the database. However, if you have access to the Resource Planning module without the Accounting module, then your system administrator can specify a different date for JTD in Settings > Resource Planning > Grids. For a WBS row at the project level, this column displays the sum of the resource's JTD hours for all assignments for that project. For a resource row, this column displays the sum of the resource's ETC hours for all WBS assignments.
EAC HOURS	This column displays the estimate-at-completion (EAC) hours for the resource or WBS element: JTD hours + ETC Hours. Note that reports in the Resource Management (browser) shows hours, but no cost or bill amounts for those hours. If you want to view cost and bill amounts associated with the hours on resource management reports, use the Resource Planning reports available in the DPS desktop application.
JTD HOURS <JTD date>	This column displays the job-to-date (JTD) actual hours for the resource or WBS element through the current JTD date. The current JTD date displays as part of the column heading. DPS automatically updates these values when you use the API or the Historical Labor import to bring in hours charged to projects. For DPS users, the JTD date is the date of the latest historical labor record in the database. However, if you have access to the Resource Planning module without the Accounting module, then your system administrator can specify a different date for JTD in Settings > Resource Planning > Grids. Also, note that updating JTD hours, in turn, also affects ETC and EAC calculations. If the import process or API imports a labor transaction for a project, and no assignment exists for the employee for the WBS element to which the labor is charged, the import creates a new assignment with JTD hours but no planned hours.

Other Columns

These additional standard columns are available for the report. Click above the upper-right corner of the report to add or remove columns.

Field	Description
Assignment Level	For an assignment-level WBS row, this column displays the name of the assignment-level WBS element.
Assignment Level ID	For an assignment-level WBS row, this column displays the ID of the assignment-level WBS element.
Booking	If you are using the hard/soft booking feature, this column displays the booking status for each resource or WBS row: Hard (hard booked), Soft (soft booked), or Blend (the row includes both hard-booked and soft-booked assignments).
Credentials	For an employee resource row, this column displays the employee's professional credentials.
Education	For an employee resource row, this column displays the employee's education and training.
Email	For an employee resource row, this column displays the employee's email address.
Forecast Range	If you select this column, the report displays calendar period columns based on the forecast range. Those columns can contain assignment planned hours, actual hours, scheduled percentage, and utilization percentage by calendar period. Filter based on the Capacity report column to select which of these types of data you want on the report.
Hired	For an employee resource row, this column displays the date the employee was hired.
Hours Per Day	For an employee resource row, this column displays the normal number of hours the employee works each day.
Labor Category	For a resource row, this column displays the resource's labor category.
Labor Location	For an employee resource row, this column displays the employee's work location.
Organization ID	If you have implemented organizations in DPS, this column displays the ID for the organization to which the resource is assigned. Keep in mind that the availability of the Organization ID and Organization Name columns (as well as any related levels within the organization) depend upon the type of organization structure your enterprise has set up. For example, if your enterprise: Has set up a variable organization structure, the Organization Name or Organization ID columns are available. Has set up a fixed organization structure, the Organization Name column and each of its organization levels is also available. Has no organization structure, the organization ID and Organization Name are not available.
Organization Name	If you have implemented organizations in DPS, this column displays the name of the organization to which the resource is assigned.
Plan End	For a WBS row, this column displays the plan end date for the WBS element.
Plan Start	For a WBS row, this column displays the plan start date for the WBS element.
Previous Years with This Firm	For an employee resource row, this column displays the number of years of experience that the employee previously worked for your company, then left, and was then rehired. (usually relevant experience) working for other companies.
Range Available Hours	For an employee resource row, this column displays the employee's available hours for the forecast range: Number of working days in the range x Employee's hours per day. This column is blank for generic resources.
Range ETC Hours	For an assignment-level WBS row, this column displays the resource's ETC hours for that assignment for the forecast range. The ETC hours are planned hours for dates in the forecast range that are later than the JTD date. (Generally, the JTD date is the date of the latest historical labor record in the database, but your system administrator can specify a different date.) For a WBS row at the project level, this column displays the sum of the resource's ETC hours for all assignments for that project for the forecast range. For a resource row, this column displays the sum of the resource's ETC hours for all WBS assignments for the forecast range.
Range Planned Hours	For an assignment-level WBS row, this column displays the sum of the resource's planned hours for that assignment for the forecast range. For a WBS row at the project level, this column displays the sum of the resource's planned hours for all assignments for that project for the forecast range. For a resource row, this column displays the sum of the resource's planned hours for all WBS assignment rows for the forecast range.
Range Utilization Hours	For a WBS row, this column displays the sum of the resource's utilization hours for that WBS element for the forecast range. For a resource row, this column displays the sum of the resource's utilization hours for all WBS elements for the forecast range. Utilization hours are planned billable hours: planned hours for Won projects and for In Pursuit projects that meet the criteria for inclusion in the utilization calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings).
Resource ID	For a resource row, this column displays either the employee number or the generic resource code, depending on the type of resource.
Resource Name	For a resource row, this column displays the name of the resource.
Scheduled %	For an employee resource row, this column displays the percent scheduled: Scheduled hours for the forecast range / Available hours for the forecast range. Scheduled hours are planned hours for overhead projects, promotional projects, regular Won projects, and regular In Pursuit projects that meet the criteria for inclusion in the percentage calculation that are specified on the Plan Settings form (Settings > Resource Planning > Plan Settings). This column is blank for generic resources.
Skills	For an employee resource row, this column displays the employee's skills.
Status	For an employee resource row, this column displays the employee's status: Active, Inactive, or Terminated.
Supervisor	For an employee resource row, this column displays the name of the employee's supervisor.
Terminated	For an employee resource row for a terminated employee, this column displays the date the employee was terminated.
Title	For an employee resource row, this column displays the employee's job title.
Top Project ID	For a WBS row, this column displays the project ID.
Top Project Name	For a WBS row, this column displays the name of the project.
Total Planned Hours	For an assignment-level WBS row, this column displays the sum of the resource's planned hours for that assignment for the period from the assignment start date through the assignment end date. For a WBS row at the project level, this column displays the sum of the resource's planned hours for all assignments for that project. For a resource row, this column displays the sum of the resource's planned hours for all WBS assignments.
Total Years with Other Firms	For an employee resource row, this column displays the total number of years that the employee worked for other firms.
Total Years with This Firm	For an employee resource row, this column displays the total number of years that the employee has been employed by your firm. If the employee was employed by your firm, left the firm, and then returned, the total includes both periods of employment.
Utilization %	For an employee resource row, this column displays the employee's utilization percentage: Billable planned hours for the forecast range / Available hours for the forecast range. Billable planned hours are planned hours for Won projects and for In Pursuit projects that meet the criteria for inclusion in the percentage calculation that are specified on the Plan Settings form(Settings > Resource Planning > Plan Settings). This column is blank for generic resources.
Utilization Target	For an employee resource row, this column displays the employee's target percentage of available hours to be worked on projects that are included in the utilization calculation. This column is blank for generic resources.