Resource Management reports

Resource Management reports provide the resource requester and resource managers with resource allocations, availability, and utilization.

Important:

Resource Management reports is deprecated starting Zurich release. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Alternatively, resource managers are encouraged to use the interactive Overview Dashboard in the Resource Management Workspace. For more information about dashboards, see Overview dashboard in Resource Management Workspace.

You can generate reports for the following types of information:

Availability

Total time that the resources are available after both Soft and hard allocations. Availability is capacity minus allocation.

Forecasted Utilization

Percentage of forecasted resource time utilization. It is calculated as sum of allocated and confirmed hours, divided by the total capacity.

Committed Utilization

Percentage of committed resource time utilization. It is calculated as allocated hours divided by the total capacity.

Allocation

Resource capacity, allocations, availability, and utilization.

Allocation details

A tabular breakdown of all allocation requests (soft bookings), committed allocations (hard bookings), availability, capacity, and actual hours.

If the actual hours for a resource is greater than the allocated hours, the actual hour's cell is highlighted and a message is displayed on mouse hover.

• View availability, utilization, and allocation reports
  You can view resource reports that focus on resource availability, utilization, and allocations.
• Edit a resource management report
  Resource management reports show resource allocation details in different formats for different time periods. Configure and use these reports according to your business requirements.