Resource Management - Where can i see complete resource scheudle. which screen ?
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12-28-2023 12:11 AM
Resource Management - Where can i see complete resource scheudle. which screen ?
i would like to see
1) Resource Allocation to projects ......
2) Resource PTO
Is there any screen available to show Both PTO and other allocated tasks.

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12-28-2023 01:30 AM - edited 12-28-2023 01:32 AM
Hi @Amit,
Thanks for checking the point with community.
The best report that you can get out of the box is 'Resource - Task wise - Group Member Allocation Details - Monthly (Hrs)'. This report is based on 'group_resource_aggregate_monthly'.
It shows the Project and Non-project work (operational resource plans) but not the PTO. I think you can create a copy and tweak as per the requirement.
In above screenshot, the row with (empty) entry denotes the effort allocated via operational resource plans.
Basically this report considers the resource plans for populating the information.
Now, in case, someone is using the resource plans at non-project task entities such as incident then that will be captured in the report. By the way, I have not seen folks creating resource plan for such non-project entities. Sharing this point just for example and to show that report captures data from the resource plan.
For example: Adela is allocated for 5 hours for an incident, screenshot below:
Now in the above report, entry for this incident will also be shown. Screenshot below:
If this answers the query, please mark the response as correct response.
Thank You!
Namita Mishra