Cross Project Resource Allocation Reports

Time-phased allocation data can be used to provide a budget forecast, revenue forecast and resource allocation requirements with various Rollup By and Row Selection options for total and sub-total data.

You can access this report through My Reports icon under the Resources tab or within your project by clicking on Resource Allocation under the Resources drop down. If you access the report from within your project, the report will display and then you can use the page display options icon to customize your report.

Date Range

The initial display above includes the option to select date ranges for the report and to restrict the results to a maximum number of records.

All Dates - Chooses all items regardless of the dates. This option is not available for all reports or filters (so may not appear in the drop down list). As a caution, when it is available, it is recommended that it is used only with small sets of data, otherwise your results will be very large and it may take a long time to generate the report.

Dynamic Dates - Are a preset ranges of dates that are commonly used, such as current week, current month, last month, next year and that change automatically. If a report is saved with these settings or a filter is remembered with these settings, the next time report is run of the filter is applied, the date range will change automatically relative to the current date. For example, if the current month is October, selecting "Current Month" as a Dynamic Date Range will automatically set the date range to Oct 1 to Oct 31st. If the current month then becomes November, the date range will reset automatically to Nov 1 to Nov 30. The report or filter does not have to be changed as the range changes automatically.

Specific Dates - These are specific dates that are entered and you control what the range is. If a report is saved with these settings or a filter is remembered with these settings, those specific date ranges will be saved as well and when the report is re-run or the filter applied, it will always use those exact dates, they will never change.

Resource / Team Member Filtering Options

Selecting from the drop downs for Resource Departments, Resource Company, Resource Type/Role, Resource and/or Project Manager allows you to filter the report for specific results.

User Custom Field Options

If your administrator has created a customer User field and configured it to be a report filter, then it will show in your display options for filtering. The image below is only an example.

Company & Contract Filtering Options

Selecting from the drop downs, specific companies and/or contacts may be selected to refine your report.

In addition, there are two options to force the results to be associated with the project as defaults.

Specific Project Filtering Options

Using the drop down selectors, you can further refine your report by Project Type and/or Project Managed By. Using the check boxes will allow you to additionally turn on and off the three additional filters of Active Projects, Planning Projects or Archived Projects. Note only one of the three can be active at one time.

Chart Display Options

Two types of Charts are available to be used to view data. Up to four charts can be created during the process

Predefined allows for a drop down selection of any charts that have been predefined.

Custom Chart allows for selection of information to create a chart.

Chart Type includes six different types of charts that can be created. These include Area, Bar, Column, Donut, Line and Pie.

Aggregate By enables a selection of data field to aggregate upon.

Chart Column enables a selection of columns for data for the chart to use.

  • Aggregate Type enables you to select Sum, Average, Count, Max or Min for the column of data.
  • Hide # enables you to hide the number for the data.
  • Stacked enables you to stack the data.

*Note there is an add icon at the end of the row which allows you to add multiple rows of data fields for the chart.

X-Axis and Y-Axis

Bar Chart: Aggregate By is the y-axis and the Chart Columns is the x-axis.

Column Chart, Area Chart and Line Chart: Aggregate By is the x-axis and the Chart Columns is the y-axis.

Tile Charts Vertically will change the output of more than one chart so that the charts display in a single, left-justified column as opposed to a horizontal display (side-by-side) across the top of the page

Include the Table Results with the Charts will display the report with the report data supporting the chart(s) in a table format below the chart(s) display. The table results are simply a report which is identical to what you would see if you ran the report without using the Charting Display options.

Other Report Options

This report has a unique display option to allow for Rollup By or grouping by several predefined options. Those include:
  • Company -> Resource -> Project -> Task
  • Department -> Resource -> Project -> Task
  • Resource Type/Role Default -> Resource-> Project -> Task
  • User Type -> Resource -> Project -> Task

Expand tree arrow and collapse tree arrow down view options are available within the report results based on the roll up chosen. You can also expand and collapse the report results using the Tools drop-down in the upper right of the page.

In addition, there are eight check boxes to further refine the results for your report.

Row Selections

Many other options are available for customizing the results of your report under Row Selections. These are grouped into Work, Work By Type and Actual/Billable Work.

Table Column Selections

Table Column Selections will control the data fields displayed as columns for the resulting output of the report. Detailed information for setting preferences in the data field column displays is contained in the Page Display Options topic.


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Online 11/3/2016