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 |
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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 (![]() ![]() |
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
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Delete Report | Select an existing report from the Find saved report list, and click
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Standard Report Type options | Use this drop-down to select the standard report type you want displayed on the Reporting form. Click
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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
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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
![]() 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
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
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Click this icon to save the report to your list of saved reports. |
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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.
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.
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.