Who can use this feature?
- Users with access to Work Management (TDNext), the Analysis application, and Project/Workspaces to view this report.
- Available on TDX Work Management
The Projects By Resource Report is a resource report that displays each project or workspace a person is a resource on during a specified time frame.
- By default, it shows resource's Scheduled Hours and Expense Amount on a monthly basis.
- You can use the Filter option in the Report Toolbar to adjust what items get shown and switch it to a weekly.
Viewing the Projects By Resource 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 Projects By Resource Report.
- (OPTIONAL) In the Report Toolbar, click Group By and select a grouping option for the report.
- Project ID
- Project/Workspace
- Resource
- Click Run Report.
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 Projects By Resource Report.
- (OPTIONAL) In the Report Toolbar, click Group By and select a grouping option for the report.
- Project ID
- Project/Workspace
- Resource
- Click Run Report.
Calculations
- Billable Amount = (Scheduled Hours) x (Bill Rate -> as specified for the project)
- Expense Amount = The total expense amount entered for the period by that user.
- Margin Amount = (Scheduled Hours) x (Bill Rate -> as specified for the project) - (Cost Rate -> as specified in the user's profile)
Schedule data is updated nightly, so may not reflect the most current schedules.