Resource Schedule Analysis by Employee report

The Resource Schedule Analysis by Employee report enables Resource managers to measure resource schedule budgets by employee and is used in conjunction with the Resource Schedule application.

Use the Resource Schedule Analysis by Employee to see:

  • How each employee member is performing against the project resource budget
  • Who has been scheduled to a project or task
  • When an employee has been scheduled, their actual start date, and timesheet data

To access the Resource schedule analysis by employee report, go to Projects > All > Reports > Projects > Resource schedule analysis by employee.

Subscription

Projects, General Ledger

User type

Project Manager, Business
Permissions

Projects: Task Resources, Resource Scheduling

General Ledger: Drill down to all transactions from reports
Prerequisites

To find this report on your menu, first install it from Customization Services or Platform Services.

  • 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 in Projects
    • Resource Scheduling in Projects
    • Drill down to all transactions from reports in General Ledger

Install the report

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

  1. From the main menu, go to Customization Services > Overview.
  2. Select the icon for Customization Packages.
  3. On the Customization Packages page, select Packages Library.
  4. Find your report and select Install.
    You might need to refresh your browser window for your new report to appear in Project Reports.

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.
    • Use filters to include or exclude specific data in the report, such as customer, revenue account or deferred revenue account.
    • For example, filter by Customer ID to see all projects and how many hours were billed for a particular customer.
  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.
To... ...select

View the report now, in your browser.

View

Display the report in PDF format so you can print it or save it to your local drive.

Print

Generate the report and store it for later access. Available formats include HTML, printable (PDF), Excel, CSV, and Text. Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.

Process & Store

Add the report to your dashboard.

Add To Dashboard

Memorize (that is, save) the report in the Memorized Reports list so that later you can refer back to it or modify and re-run it.

Consider scheduling memorized reports to run on a recurring basis and email or deliver to a cloud storage location automatically.

Memorize

Export the report to a separate file that you can then distribute or save to your local drive. Available file formats vary among reports.

Export

After you run a report, you can also either email it to others or return to the Report Settings page to refine the results.

After running the report, to... ...select

Email the report to others.

Email

Return to the main report page and refine the report further.

Customize

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.

To set the filters to fine-tune your report results:

Filter box Notes

Employee ID

Choose the employee for which you want to filter the report.

Employee Type

Choose the employee type for which you want to filter the report. Choose either Contractor, Full-Time, or Part-Time.

Employee manager

Choose the employee manager for whom you want to filter the report.

Project ID

Choose the project for which you want to filter the report.

From Scheduled Start Date/

To Scheduled Start Date

Filter to see employees who have scheduled begin dates within a certain window of time. For example, to see all employees who began working on a project or task this year, enter 1/1/2015 in From Scheduled Begin Date, and 12/31/2015 in To Scheduled Begin Date.

The format must be: MM/DD/YYYY

Prompt on run

Select this checkbox to require an entity or location and department before the report can run.

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 type 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.

You can use up to 80 characters, including spaces, in each title, subtitle, and footer.

What's in this report?

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

  • Subtotal name (Represents the Employee ID, and includes all relevant data associated with this employee.)
  • Employee ID
  • Employee Name
  • Project ID
  • Project Name
  • Task Name
  • Scheduled Begin Date
  • Actual Begin Date
  • Estimated Hours
  • Approved Timesheet Hours
  • Total Timesheet Hours
  • Remaining Hours