Replicating Forecasted Utilization Report in a Dashboard
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03-17-2025 01:44 PM - edited 03-17-2025 01:45 PM
I'm looking to replicate the out-of-box Forecasted Utilization report in Resource Reports on a dashboard in Xanadu. Specifically, I want to create a heat map/percentage view that shows forecasted utilization, similar to the legacy report.
I've tried creating a custom report, but the closest I've gotten is a monthly summary of confirmed/allocated hours per month per row. However, I'm struggling to translate this into a percentage of forecast from total capacity, which is a key feature of the original report.
Has anyone else successfully replicated the Forecasted Utilization report in a Xanadu dashboard? Are there any suggestions or workarounds for achieving this? I'd like to define the parameters in the report so that my leadership team can easily access and view the data without having to apply filters themselves.
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