Cross-Tab Resource Utilization and Forecast Reports

Note: This feature is in beta. 

What's New

We recently released time-phased Resource Utilization and Financial Resource reports (in beta). You can now format the data tables in these reports using a cross-tab format; with time periods as headers and repeating columns with capacity time-phased data and financial resources

Benefits

  • View and analyze more data in a readable format
  • More flexibility for grouping variables (mainly time periods)

How it Works

  1. Create a time-phased Resource Utilization report (with time-phased related data).

  2. Click Add new tab. Click Yes in the Crosstab confirmation message.


    Tip: You cannot create a cross-tab in the first tab that appears in the report editor. To include a cross-tab report in the first tab, create a new tab and select the cross-tab option, and then delete the first tab.
    When you duplicate a tab, the duplicated tab is based on the current tab (cross-tab or not).
  3. In the Manage section, Group by is enabled and based on the related data in the report. You cannot edit the first Group By field. 
  4. You must have at least one Grouping value.
    Optional - Select a Sort option.

  5. Set the Date Range.
    Note:
    The Date Range should not conflict with dates set in the report filters.
  6. For Columns, select time-phased data, such as Project Assignment and Actual Approved (h).
    For Group by, select up to 2 levels of grouping.
    Set Totals as needed.

  7. Save your report.

 

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