Project Resource Report

User Story

Your team shares resources across multiple projects. You need visibility into what projects each resource is assigned, or who is assigned to each project, maybe you want to set the resource's project-level resource type default or their role on the project. The Project Resource Report breaks down Project-level resource assignments across the entire portfolio. You can even enable inline editing to make quick changes without leaving the report. Make sure you use the Group Bys to see the report by Projects or by Resources. Change the Column Selection Options for your desired information.

For example, if you want to know who is assigned to each project - then group by project.
If you want to know what projects a resource is assigned to - then group by resource.

Pssst - this is also a quick way to add Resources to more than one project all from one interface. Make sure "Enable Inline Editing" is checked in the page display options and then start typing their name into the Resource column. Add them to as many Projects as you need.

Here's what I built:




Setting the report options

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.

Company & Contract Options

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

Advanced Company & Company Contract Filtering Options

Selected companies MUST be associated to the project as the default company can be selected to further filter results.

Selected company contracts MUST be associated to the project as the default company contract can be selected to further filter results.

Project Type & Project Options

Selecting from the drop downs for Project Type, Project Status and Active Projects will further refine your report. Additional options for Project State are also available for more filtering.



Project Resource Options

These options are set at the project level. 


Project Managers and Primary PMs filter by resources with that assignment. Project Resource Types filters by the resource types set in your Administration section.

Resource Options

These are characteristics associated with the resources themselves.



User Custom Field Options & Project Custom Field Options

Custom Field Filtering Options will display if custom project fields have been added by the Project Insight administrator with a property to allow the custom project field as a report filter data field. Information on setting a custom project data field as a report filter is contained in the Custom Fields Definition topic. The image below is only an example.

Portfolio Group By / Sub Total Options

The report can be grouped by column names or sorted by column names in either ascending or descending order.You can also stack several choices and group within groups or sort within sorts.

Column Selection Filtering Options

Column Selection Filtering Options will control the data fields displayed as columns for the report. Detailed information for setting preferences in the data field column displays is contained in the Page Display Options topic. Further information on the data within these columns is available in the Project Report Data Reference topic.


Save/Share Report

See Save & Share & Schedule reports - it's the same for every report

Online 1/26/2017