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July 19, 2016
Question

Executive Level Resource Capacity Reporting

  • July 19, 2016
  • 11 replies
  • 1745 views
Hello Team - we are currently having a really hard time taking vision to reality. Consider the Resource Grid, where human resources are grouped by team or manager(S). Our executives have multiple layers below them, so it is the ability to group resources into a meaningful organization and show the planned hours across a defined period of time that is paramount for our executives to look at their tower and use the data to make informed decisions on scheduling work. We've consulted with Workfront, but the limitation we see is that while we can get the planned hours by resource (user report), the planned hours cannot be reported in a way that shows hours planned across a given time period (week, month, quarter, year). Likewise, the resource grid lacks the ability to see beyond the individiual resource level. While this is ideal for true resource managers, it lacks what we need for executive level reporting. Has anyone found a solution for creating executive level organizational capacity reports?
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11 replies

imgrund
Employee
July 19, 2016

I highly recommend using a resource estimate report. Just use the Scheduled hours instead of budget hours. What I love about this report too is that it shows assigned and unassigned hours for a job role. User report only shows assigned tasks.

Things to consider:

Allocation dates for Resource Estimates are Sunday of that week. So you can't do a day view. Just week, month or quarter

All projects must have a resource pool attached to them. Doesn't matter which pool, but a pool is required.

Only looks at job roles, not at people's name

I've attached an example of what one of my creative resource manager uses at one of our smaller offices.