Forecast by Resource report

The Forecast by Resource report is used in conjunction with the Resource Schedule module, and enables managers to see what projects are assigned to a resource, along with projected hours, cost, and revenue.

Use the Forecast by Resource report to see:

• The projected revenue and projected cost based on the estimated hours assigned to a resource.
• The planned project margin.

First install the Forecast by resource report from Customization Services or Platform Services. Then, access the Forecast by resource report by going to Projects > All > Reports > Forecast by resource.

Prerequisites

• Subscription to Projects application with resource scheduling turned on. To learn more, go to Resource scheduling overview.
• Install the report from Customization Services or Platform Services.
• Permissions for:
  • Task Resources, Project Resources, Resource Scheduling, Employee Rates (in Projects)
  • Drill down to all transactions from reports (in General Ledger)

Install the report

Install the Forecast by Resource report either from Customization Services or Platform Services, depending on which you subscribe to. After it's installed, your report will appear under Project Reports in the Projects dropdown menu.

Either:

• From the main menu, go to Customization Services > Customization Packages. On the Customization Packages page, select Packages Library. Find your report and select Install.

Or:

• From the main menu, go to Platform Services > Packages and select Package Library. Find your report and select Install.

Run the report

You can select the types of items to include and specify how you want the report to appear.

1. Choose the Filters that you want to include in your report.
   • Filters enable you to include or exclude specific types of data in the report, such as employee and Project ID.
   • For example, you could filter by Employee ID to see all the projects for a particular employee (resource), and how many hours that employee is assigned to each project and task.
2. Optionally, Format your report. Generally, you can set the layout of the report and the grouping and display of the report contents.
3. Enter a title, subtitle, and footer text for your report.
4. View, process, memorize, or export the report.

Report filters

Use filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

Filter box	Notes
Employee ID	Choose the employee (resource) for whom you want to filter the report.
From Planned Begin Date/ To Planned Begin Date	Filter to see projects which have planned begin dates within a certain window of time. For example, say you want to see all projects which were started this year. You would enter 1/1/2015 in From Planned Begin Date, and 12/31/2015 in To Planned Begin Date. The format must be: MM/DD/YYYY
Project ID	Choose the project for which you want to filter the report.
Project status	Choose which projects to filter for based on their project status.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter the filter value before it will run the report.

Formatting

Use the format section to adjust how you want the layout of the report to appear.

Format Section	Notes
Page Orientation	Portrait is the default layout.
Show details	Select Yes to display details of each project. Select No to display the data summary in one line for each project.
Chart type	Select the chart type that you want from the dropdown menu. Choose between: Line Column Stacked column Parallel column Pie Doughnut Bar Stacked Bar Area Stacked area
Y-Axis	The summary value that's set along the vertical axis of the chart. Choose between: Sum of Actual Duration Sum of Approved Duration Sum of Estimated Duration Sum of Remaining Hours
X-Axis	The summary value that's set along the horizontal axis of the chart.
Grouping	Arrange related data together by group. To do this, select the Grouping dropdown, and then select the group you want.
X Label	Select how to display labels for the horizontal axis. Wrap is the default label.
Legend	Select either Bottom or Right for the location of the report's legend.
Font size	Sets the size of the text used on the chart.
Graph size	Sets the size of the grid that the chart is set over.
Width	Sets the overall width of the chart, in pixels.
Height	Sets the overall height of the chart, in pixels.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.

1. Enter the title in the Report title 1 box.
• This title displays in large type at the top of the page, directly under your company name,
• You can enter over any default name that appeared automatically in this box.
2. Enter the subtitle in the Report title 2 box.
• The subtitle displays in smaller type, directly beneath the main title.
3. Enter the footer text in the Footer text box. Footer text displays at the bottom center of the report.

What's in this report?

The default Resource Schedule Analysis by Project report consists of the following columns:

• Subtotal name
• Resource ID
• Resource Name
• Project ID
• Project Name
• Project status
• Task Name
• Task Begin Date
• Billable flag
• Item ID
• Planned Begin Date
• Planned End Date
• Estimated Duration
• Billing Rate
• Labor Cost Rate
• Projected Revenue
• Projected Labor Cost
• Projected Margin