Who can use this feature?
- Work Management (TDNext) users need access to one of the following applications to view this report
- Analysis Application
- Resource Management Application
- Available on TDX Work Management
The Resource Allocation Report is a resource report that displays the scheduled hours per month for each functional role that was scheduled on a project or workspace for the date range specified, broken down by project or workspace.
- The start date will be 12:00 AM of the first day of the start date month.
- The end date will be 11:59 PM of the last day of the end date month.
Viewing the Resource Allocation Report
This report appears in both the Analysis and Resource Management applications.
To view this report in Analysis:
- In the Work Management Toolbar, click View Applications.
- Click the Analysis application tile.
- Under the Resource Reports section of the navigation menu, click Resource Allocation Report.
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To view this report in Resource Management:
- In the Work Management Toolbar, click View Applications.
- Click the Resource Management application tile.
- Under the Standard Reports section of the navigation menu, click Resource Allocation Report.
The reports has two sections: Projects and Role Capacity.
| Section |
Data Shown |
| Projects |
Shows the following info for each project:
- Item (Project name)
- Score (Composite score)
- Score % (Composite score percent)
- Active (Project status)
- Acct / Dept
- Scheduled hours per month (For specified data range)
To exclude a project's data from the Role Capacity section:
- In the Item column, uncheck the project row.
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| Role Capacity |
Shows the total scheduled hours per month in the specific date range for each functional role:
- Totals only include data from a person's primary functional role.
- Assigning a person to a project or workspace as a secondary functional role will not add total primary hours in this report.
Click the Functional Role row to see the following info:
- Allocated (Scheduled) = (Total Scheduled Hours for the period/month)
- Primary (Availability) = The sum of Workable Hours (from user profile) x (Number of weekdays in the period) for each resource with this primary functional role.
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