How to...
In Resource Management, you can use the Reporting form to manage reports that track resource assignments for a selected project or opportunity. You can search and create reports, modify reporting criteria, as well as save and download reports.
Related Topics:
- Select a Standard Report in Resource Management Reporting
In Resource Management Reporting, you can choose to view a report organized by resource or by project. You do not save these standard reports.DPS "remembers" your latest resource management report settings and applies them by default the next time you display the report. - Select a Saved Report in Resource Management Reporting
In the Resource Management Reporting area, use the Find saved report field to select a saved report to view. (If you have not yet saved any reports, the Find saved report field is not displayed.) - Select Records for a Resource Management Report
You can select the records included on a report using standard searches, custom searches, and report column filters. - Select Columns for a Report
You can select the columns that you want to display on a the Resources or Projects report. - Change the Forecast Range for a Resource Management Report
Use the Change Forecast Range dialog box to specify the 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. - Save a Report in Resource Management Reporting
If you apply a search, filters, and other options to a report and you expect to need that report again in the future, you can name and save the report. Your search criteria, filters, column selections, column order, row grouping, and sort settings are all saved. Subsequently, you can select the saved report instead of reapplying the options each time.
Parent Topic: Resource Management Reporting