Report View

The Report View shows how your resources are deployed in your project, displaying:

  • a list of all elements that have resources allocated to them, and the type of each element
  • the resource allocated, and the role played by that resource
  • the start and end dates of the allocation
  • the time allocated, expected and expended
  • the percentage completion of the allocation

You can tailor the displayed information by:

  • Hiding columns of information
  • Grouping types of information
  • Filtering the data by status
  • Filtering the data by start date or end date
  • Filtering any column to show only a specific value

Having displayed the information you require, you can print it.

Access:    View | Task Allocations > Report View

Use to:

Identify, for example:

  • What elements each resource is working on
  • What resources are assigned to an element or package
  • How close to completion your resources are, or
  • How long a resource is assigned to a particular area.

How to:

On the Report View tab, make selections from the options as indicated below:

Option

Usage

See also

Run the report

Click on the first icon in the Report View toolbar (the rotating arrows)

The report results display

If you have the report open for a while, you can update the information; either:

  • Run the report again or
  • Right-click on the content and select the Refresh context menu option

 

Adjust column headings

Drag and drop column headings into the sequence you require

Right-click on the column headings and select the Field Chooser context menu option, to add or remove columns using the Field Chooser dialog

List Header

Group entries by column heading

Right-click on the column headings and select the Enable Group Box context menu option, to cluster the report information according to your preferred hierarchy of column headings

List Header

Filter columns

Either:

  • Click on the third toolbar icon from the right (the spy glass), or
  • Right-click on the column headings and select the Toggle Filter Bar context menu option

The filter field displays at the top of every column

Type in whatever text string you require in the appropriate column to filter the report to show only entries containing that text string in that column

List Header

Filter by degree of completion

In the first field in the toolbar, click on the drop-down arrow and select one of the following values:

  • All - Display all entries regardless of degree of completion
  • Completed - Display only those entries where the allocation is 100% completed
  • Above cut-off - Display only those entries that are more than a certain percentage complete
  • Below cut-off - Display only those entries that are less than a certain percentage complete

In the second field, either type a threshold value or increment to the  value using the up/down arrows, to set the percentage completion for the Above/Below cut-off options

 

Filter according to start/end date

Click on the fourth toolbar icon from the right (the funnel)

The Resource Filters dialog displays

In the Start Date and/or End Date field, click on the drop-down arrow and select the appropriate qualifier:

  • After
  • Before
  • Equal To
  • Not Equals

In the date fields, click on the checkbox to activate the fields and either type in the day, month and year or click on the drop-down arrow to select the date from a calendar

The fields have an AND relationship; an entry must satisfy both date criteria before it is displayed

 

Display the properties of the element to which the resource is assigned

Right-click on the entry and select the Object Properties context menu option

The Properties dialog for the element displays

Properties Dialog

Display the resource allocation details

Right-click on the entry and select the Task Properties context menu option

The Assigned Resources dialog displays

Resource Allocation

The Project Management Window

Display the Resource Allocation records for the element

Right-click on the entry and select the Locate in Resource Window context menu option

The Project Management window opens at the Resource Allocation tab, with the details of the selected entry shown in the fields and the other resource allocations for the element listed in the left-hand panel

Resource Allocation

The Project Management Window

Locate the element in the Project Browser

Right-click on the entry and select the Find in Project Browser context menu option

The area of the Project Browser containing the element is brought into focus and expanded, and the element is highlighted

 

Print the report

Either:

  • Click on the second toolbar icon from the right (the printer) or
  • Right-click on an entry in the report and select the Print context menu option

The Print dialog displays, on which you specify the printer to use and the characteristics of the print job