System Settings → Report Templates → System Reports → Assignments by Resource by Investment

Assignments by Resource by Investment

This report helps you see all of the resource assignments for a specified group of resources for a selected date range. Resources are sorted by resource team, and then by each resource, by parent investment, and then by assignment. The report shows the planned starting and finish dates, plus the planned amount of work, and then shows the actual starting and finish dates, plus the actual amount of work completed. The variance between the planned and actual amounts of work is also shown.

The user configurable parameters in this report are:

Fields

Descriptions for the fields that are available in this report can be found in the following table.

Field Description
Assignment

The name of the work item to which the resource is assigned.
Finish (Actual)

The date by which work on a task (or a task plan) actually finished.
Investment

The name of the work item, log item, or discussion.
Resource

The name of the resource.
Self-Assigned?

Indicates whether a resource has assigned themselves to a work item.
Start (Actual)

The date on which work on a task (or a task plan) actually started.
Start (Plan)

The date on which a task is scheduled to start.
Team

Depending on the report, the name of the team, resource, resource team, or task.
Work (Actual)

The amount of work that has been completed, to-date, by all resources who have been assigned to a task (or a task plan).
Work (Plan)

The total amount of work that has been scheduled for a task.
Work Variance

The amount of work that still needs to be completed.

Screen Shot

Screen shot of the Assignments by Resource by Investment system report.

Adding a report that uses the Assignments by Resource by Investment report template

To add a report that uses the Assignments by Resource by Investment report template, open the New Report dialog box from the My Reports tab and then follow the steps below.

To add a report that uses the Assignments by Resource by Investment template
  1. Open the Tools module.
  2. Select the My Reports tab.
  3. Click New Report, select Resource Team, and then click OK.

    New Reports dialog box.

  4. In the New Report dialog box, type a name for the report.
  5. On the General tab, from the Report Template drop-down, select Assignments by Resource by Investment, enter a description (optional), and indicate whether you want to run the report immediately (after you are finished creating it).

    Choose a report.

  6. Under Associate Report With, click the ellipses button and then use the Select Resource Team dialog box to identify the groups of resources that will be included in the report data.

    Choose a resource team (or group of resource teams) to which the report will be associated.

  7. On the Schedule tab, select Run this report on a schedule if you want the report to be run on a periodic basis. Once selected, you can define how frequently you want the report to be run, the format in which the report will be presented, and how many previous instances of the report you want to store.

    Indicate whether you want to run the report on a scheduled basis.

  8. If you have chosen to run the report on a scheduled basis, you can use the Recipients tab to select the users, security groups, and security roles who will receive a notification when this report is run. After you have chosen the recipients, click Add.
  9. If you have chosen to run the report on a scheduled basis, you can use the Template tab to define parameters for the email notification. You can define the title (as it will appear in the subject line). You can add the Timestamp and Report Name attributes into the title or the template (the message body). You can add a URL link into the message body that will allow any recipient to link directly to the report.

    Indicate whether you want to run the report on a scheduled basis.

  10. When finished, click OK.

View

You can view the Assignments by Resource by Investment report directly after adding it by selecting the Run this report immediately option in the New Report dialog box. (Reports can also be run from the My Reports tab in the Tools module or the Reports tabs in the Projects module.) Set the filter options and click Apply Icon Apply.

The filters that are available for the Assignments by Resource by Investment report.

Filter options:

Filter Description
Date Range Begin

The date from which the reporting period begins. Use the calendar picker to select this date.
Date Range End

The date on which the reporting period ends. Use the calendar picker to select this date.
Show Self Assignment

Indicates whether work items to which resources have assigned themselves will be shown.

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