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.

Before you begin

Role required: resource_user or admin

About this task

You can update the report settings like the aggregation type, request type, and calendar type for new reports. For example, you can edit the Resource - Group Allocation Details Monthly (Hrs) report to view the allocation details in terms of FTE instead of hours. You can also choose to view the charts associated with the reports by group bars or stack bars.

Procedure

1. Navigate to All > Resource > Resource Reports > Reports-New.
   The following reports are displayed.

   Report	Description
   Resource — Group Allocation Details — Monthly (Hrs)	Stack bar chart shows the breakdown of allocated time and available time of a group.
   Resource — Group Member Allocation Details — Monthly (Hrs)	Pivot report shows capacity, availability, and allocated hours of all group members in a monthly time frame. The default filter is between today and the next two quarters. Select a group and run the report.
   Resource — Group Member Allocation Details — Weekly (Hrs)	Pivot report shows capacity, availability, and allocated hours of all group members in a weekly time frame. The default filter is between today and the next two quarters. Select a group and run the report.
   Resource — Project Member Allocation Details — Monthly (Hrs)	Pivot report shows the list of users allocated to a project on a monthly scale. The report shows allocated and actual hours of every user. Select a project and run the report.
   Resource — Task wise — Group Member Allocation Details — Monthly (Hrs)	Pivot report shows the following information for every member of the group: All tasks (projects and other tasks) to which the member is allocated. Allocated time and actual time spent by the member on the allocated tasks, on monthly basis, for the next two quarters.
   Resource — Task wise — Group Member Allocation Details — Weekly (Hrs)	Pivot report shows the following information for every member of the group: All tasks (projects and other tasks) to which the member is allocated. Allocated time and actual time spent by the member on the allocated tasks, on weekly basis, for the next two quarters.

1. Select the Edit icon () or select on the report name.
2. Configure the report by updating the field values in the Configuration tab.
3. Select Run to run the report, or select Save to run it later.

2. Optional: Select Create a report to create a new report.