Resource Assignments Report

Description

This report shows resources assigned to projects and tasks including actual hours and ETC hours.

Run this report if you work with resources.

Note: See the Resource Management User Guide for more information.

Prerequisites
Parameters
Group By

Indicates how the information is to be grouped and presented on the report. Select an option from the drop-down to show how you want the information grouped.

Period Type

Indicates whether the weekly or monthly period type will be reported.

Project

Indicates the project or projects on which data is reported.

Resource

Indicates the name of the resources that the report will provide data for. Click the Browse icon and select names from the list that appears.

Resource Manager

Identifies the Resource manager or managers whose data displays in the report. Click the Browse icon to select names.

Resource OBS

Indicates the OBS unit that the report will be filtered by. Click the Browse icon and select the OBS from the list that appears.

Starting Period

Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list.

Type of Hours

Indicates the type of hours to be included on the report (allocated or assigned). You can select multiple items for this field.

Graph

The report contains a graph that shows the assigned hours for resources on the report compared to the allocated hours for resources.

Report Fields
Actuals (h)

Displays the hours charged to the project for the time period selected.

Database Tables and Columns:

nbi_project_res_task_facts.actual_qty

Assigned (h)

Displays the assigned hours.

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

End Date

Displays the end date for the reporting period.

Database Tables and Columns:

prtask.finish

ETC Hours

Displays the number of hours estimated to complete the task.

Database Tables and Columns:

nbi_project_res_task_facts.etc_qty

Project Name

Displays the name of project being reported on.

Database Tables and Columns:

nbi_project_current_facts. project_name

Resource Name

Displays the resource being reported on.

Database Tables and Columns:

nbi_resource_facts.full_name

Start Date

Displays the start date for the reporting period.

Database Tables and Columns:

prtask.prstart

Task Name

Displays a project task being reported on.

Database Tables and Columns:

prtask.prname

Type

Displays the type of hours. The value is either Allocated or Assigned.

Database Tables and Columns:

This value is not stored in a database table and column. It is passed as a parameter.

Variance

Displays the percentage of difference between the hours allocated for a project and the hours assigned to resources.

Calculation: ((Assigned Hours - Allocated Hours)/Allocated Hours).

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

Resource by Role Description Report

Description

This report displays the following information:

Run this report if you work with resources.

Note: See the Resource Management User Guide for more information.

Prerequisites
Parameters
Period Type

Indicates whether the weekly or monthly period type will be reported.

Resource Manager

Identifies the Resource manager or managers whose data displays in the report. Click the Browse icon to select names.

Resource OBS

Indicates the OBS unit that the report will be filtered by. Click the Browse icon and select the OBS from the list that appears.

Role

Indicates the role or roles to be included on the report. Click the Browse icon and select roles.

Starting Period

Defines the start date of the report. To select a specific day, select the Specific Date option and type a date in the text field in the mm/dd/yyyy format or click the Date Picker to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down list.

Report Fields
Alloc

Displays the percentage of the capacity hours that have been allocated.

Database Tables and Columns:

prj_blb_slices.slice for request_name = dailyresourcealloccurve.

Avail

Displays the available capacity remaining.

Calculation: (Capacity Hours - Allocation Hours).

Database Tables and Columns:

This is a calculated field. For more information, see the report's SQL statement.

Cap

Displays the capacity available in hours.

Database Tables and Columns:

prj_blb_slices.slice for request_name = dailyresourceavailcurve.

Investment

Displays the name of the investment being reported on.

Database Tables and Columns:

prteam.prprojectid

Role

Displays the primary role being reported on.

Database Tables and Columns:

srm_resources.last_name where prprimaryroleid of the resource name equals srm_resources.id.

OBS

Displays the organizational breakdown structure for the projects on the report.

Database Tables and Columns:

nbi_dim_obs.obs_unit_id

Resource Name

Displays the resource being reported on.

Database Tables and Columns:

nbi_resource_facts.full_name