Resource reports

richofing
Mega Contributor

I need two resource reports, one to show allocation by resource/week and the another that shows planned, allocated, available and over-allocation.

In Resource..Resource reports there is a report (allocation details) that gives me exactly what I need, however, I cannot save or export the report. This means the PM will need to run the report every time they need to see this data.   What I would like to do is be able to save this report with the parameters I specify.

The second report I need is a report that will show me the planned,available and over-allocated hours, per resource, per project, broken down by (grouped by) Resource and Project with a zoom level of monthly and weekly. Here is an example I created in Excel. It show two resources, their projects, the weeks of January and the hours that they have been Planned/Allocated/Over-allocated per week (over-allocation shown in red).   Is there a way to get a report similar to this?   Our project managers need this to get a quick snapshot of allocations.

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Thank!

Ric

6 REPLIES 6

Sherry:

My Resource Data is generated from this table: Group Daily Allocation [group_daily_allocation]

seberly
Giga Expert

We are struggling with this too.  Does anyone have a native ServiceNow solution versus exporting data and massaging in Excel?

Thanks!
Scott