Resource Planning Reports

The resource planning reports offer multiple views of data from project plans and opportunity plans. Project managers, team leaders, and other managers can review historical, forecast, and performance data by plan or by resource in a variety ways.

Employees Included in Plans

An employee is assigned to plans in one of the following ways:
  • You explicitly assign the employee to one or more work breakdown structure (WBS) elements for a project or opportunity in one of the planning grids.
  • If no corresponding assignments already exist, DPS automatically assigns the employee to a plan if job-to-date (JTD) actual charges exist for that employee for planned work breakdown structure (WBS) elements. In that case, the employee will initially have no planned hours or amounts for those WBS elements.

Resource planning reports include data for employees assigned to plans in either of these ways, though in some cases, you can elect to restrict reports to employees with planned hours only.

Available WBS Levels

The number of project and opportunity planning levels available and reflected in reports depends upon which modules are activated:
  • If both the Resource Planning module and the Accounting module are activated, plans can have up to 3 WBS levels.
  • If the Resource Planning module is activated, but the Accounting module is not activated, plans can have up to 17 planning levels. If the maximum plan level selected for a report is greater than the levels a project has, the report will display only those levels down to the project's lowest level. For example, if you choose to see 17 levels but the project only has 5, the report will display 5 levels only.

Planned Amounts for Opportunity Plans

Opportunity plans contain planned labor hours, but they do not have planned cost or billing amounts for labor. As a result, the planning reports do not display either planned amounts or values calculated from planned amounts for opportunity plans.

DPS currently does not support planning for expenses or consultants for opportunities.

Related Topics:

  • Access to Labor Cost Data for Planning Reports
    Your ability to view labor cost data on Planning reports depends on the access established for your role in Security Settings.
  • Non-working Days and Planning Reports
    The non-working days specified on the Non-Work Days tab in Resource Planning Settings affect the calculation of hours and amounts that display on Planning reports.
  • Calculation of Estimate-to-Complete Hours and Amounts in Resource Planning
    Estimate-to-complete (ETC) hours and amounts are key metrics for evaluating a project's progress against its plan.
  • Labor Resource Forecast
    The Labor Resource Forecast report displays the forecasted hours, costs, and billing amounts by project plan, employee, and generic labor categories. If a resource or a work breakdown structure (WBS) element in a plan does not have planned hours scheduled during the reporting period, DPS does not include that resource or WBS element on the report.
  • Labor Resource Planned and Actuals
    Use the Labor Resource Planned and Actuals report to review both planned and actual labor hours for projects.
  • Project Planning Analysis
    Use the Project Planning Analysis report to compare actual performance to your plan. For each plan, the report displays the planned, job-to-date, and estimate-to-complete (ETC) hours and amounts. The report also displays revenue amounts.
  • Project Planning Performance
    Use the Project Planning Performance report to review project plan schedules and all aspects of plan performance: history, forecasts, hours, costs, and profitability.
  • Project Planning Schedule
    The Project Planning Schedule report displays project plan schedules, based on the work breakdown structure (WBS) levels in the plan. Your selection in Maximum Task Level on the General tab determines the level of detail the report displays. You can display a Gantt chart for each plan.
  • Resource Utilization by Organization
    Use the Resource Utilization by Organization report to review employee utilization data.
Parent Topic: Report Descriptions