Projects By Resource Report

Summary

This report displays the projects that each resource is on, 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.

  1. 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.
  2. This report can also show actual hours so if a user had never logged any time against the project, they will not show up.
  3. 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.
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Details

Article ID: 3414
Created
Fri 1/30/15 4:17 PM
Modified
Mon 11/11/19 3:15 PM