Creating a report to track filled and vacant roles overtime
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05-20-2024 07:13 AM - edited 05-20-2024 07:53 AM
Hi if anyone could lend some insight, it would be much appreciated.
I'm using the resource management workspace to create a reporting showing the following.
How long a role has been filled during a qtr.
The percentage that role has been vacant per qtr.
The amount of time all positions are fully staffed/Vacant in a given qtr.
I've created resource plans per role so far. Requested and Allocated them.
Added the days in a qtr to 59 working days.
As well as hours in a qtr to a total. Divided them equally into 13 weeks of tracking, 5 working days, and 8hrs a day.
It looks like its overkill and I am recreating a time card tracking system.
Instead I'm looking to simplify and only track amount of time role is filled and vacant for a qtr.
Represent that in a report showing a visualization of it.
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05-28-2024 10:46 AM
I realized that it came down to how I structured my resource plans.
Using the requested and confirmed as operators.
crafted a pivot multi level pivot table.
Used the aggregate function to create a percentage of based on plan or capacity percentage.