Resource Absence report affecting projects
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02-17-2025 01:18 AM - edited 02-17-2025 01:21 AM
Hi,
I'm trying to create a report based on resource allocation Daily table where all the resource allocations as well as resource absences are recorded.
I would like to know, when a resource is absent which projects are affected
Here's how we create the data and ALL of them are stored in the resource allocation daily table
1. All project allocations have project number (top task) and TYPE 'project/project task'
2. All absence entries are are created with TYPE 'ABSENCE' and allocation field is 'empty'
So for any date/resource,
where the type is 'absence' and allocation field is 'empty',
I want to know all the top task of type 'project/project task'
Can I achieve this without creating a database view? Just in a list report is this possible?
check the attachment
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02-17-2025 04:57 AM
Your allocation is empty, because they are absent. So if I am on a family vacation for a week, I am not allocated to any project. Without a DB view it will be impossible to know if a project is missing me because I am absent or if it is just missing resources in general.
This will get highly complex if you have people allocated to multiple projects, based on allocation requests. If 3 projects require resources that could normally be filled in by me, but because I am on vacation and there is nobody else, it is my absence that is causing allocation issues.
It will be nearly impossible to report on this, unless every user is only working on 1 project, full time and even then you still need a DB view to get all of the data in (because: absent = no allocation).
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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02-17-2025 05:09 AM
Hi, you have to create a Database View to solve it. Without a Database View or scripting, a simple list report would not be able to dynamically correlate absence records with project allocations.
Here is a good tutorial for the Database View: https://www.youtube.com/watch?v=_JY462TmXxU
Best regards,
Renat Akhmedov