This article is written for individuals who will be reporting on projects and assigned resources in the TeamDynamix system. They will need to have access to TDNext, as well as access to the Project/Workspaces application.
Overview
This report displays each project or workspace a person is a resource on.
Where to Find This
This feature appears in TDNext in the Analysis application and the Resource Management application. In both applications, it will be located within the navigation on the left side of the screen.
Navigate to this report following this path:
- TDNext > Analysis > Resource Reports
- TDNext > Resource Management > Standard Reports
Using the Projects by Resource Report
The results can then be grouped be grouped by project or person, for the date range specified. The report may also display scheduled hours, expenses entered, billable amount, margin, and/or resource schedules for the date range specified, depending on your search criteria.
- This report shows scheduled data, meaning if a user has no schedule (i.e. they’ve not been added to the project for any time) then that user will not show on the report.
- This report can also show actual hours so if a user had never logged any time against the project, they will not show up.
- This report is refreshed from a job that occurs nightly. So, if a user was added as a resource on a project right before the report is run, then they will not show up until the next day. (assuming #1 and # 2 are true).
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 = (Scheduled Hours) x ((Bill Rate -> as specified for the project) - (Cost Rate -> as specified in the user's profile))
Schedule data is updated nightly and may not reflect current schedules.