The Resources report is displayed by default. To switch between reports, choose Resources, Projects, or Clients from the drop-down menu.
Click on This Week to select a date range.
At the top of the report you’ll see a utilization bar and other data; this information gives you an overall picture of what’s happening with all of your resources. You can also see these metrics on an individual basis next to each resource.
You can sort column data alphabetically or by clicking on the column heading to arrange by increasing or decreasing values. When you sort by column, the rows of the table reorganize accordingly, which is very useful for capacity planning and seeing which resources are utilized the most and least.
Please note: To ensure the accuracy of reports, your Projects, Clients, and deleted or archived Resources will still appear in all reports that cover any date range during which they were active.
Need to run a utilization report on just one department? Or on one location? Reports offer powerful Filters that work in conjunction with custom fields to help you focus on specific groups of resources.
And if you prefer to crunch the data yourself using a spreadsheet, just click the download button to export your reports in CSV format.
Work and downtime
Resource reports are split into two main categories -
On the Work tab you will see all of the resource’s booking data. The Downtime tab displays a breakdown of every resource’s scheduled time off or downtime. Here, you can track the amount of vacation, sick time or other time off that’s been booked by your team. Clicking on a column will sort resources by that parameter.
Utilization rates are calculated as a proportion of time booked in relation to total time available. It's important to note that total time available is reduced by time off. So, if someone has a personal vacation for 2 out of 5 days in a week and works full time for 3 days then they would be reported as 100% utilized for that week.
Drill down into resources by clicking on their rows to see a breakdown by Projects and Clients. This is a great way to see if you are over- or under-servicing clients and staying on top of project budgets.
From this drilled down view you can even jump straight to specific reports by clicking on that project or client.
Click on the Downtime tab to see a breakdown of a resource’s downtime. To sort by the type or number of hours just click the Type or Booked column headings.
Project and client reports
At the top of the Projects and Clients reports you’ll see the total number of hours Booked or on the Waiting List for all projects and clients within the specified date range. Breakdowns of this data are displayed for each project/client below.
You can use Filters to sort projects by specific clients.
Drill down into each project or client by clicking on it. You’ll see a list of Resources booked for that project/client, as well as other data you’ll find useful, such as how many hours each resource has been booked.
From this drilled down view you can also click on each Resource to jump directly to their individual report.