System Settings → Report Templates → System Reports → Resources by Resource Team

Resources by Resource Team

This report lists resources by resource team for a user-configured duration of time. It lists resources by primary resource role, resource type, capacity, availability, standard rate, and e-mail. The report contains a flag column that acknowledges if a particular resource has more than one role. The information shown for that resource pertains to his or her primary resource role.

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
Available Capacity

The total availability for a resource for the selected time period. Depending on how the Avail/Capacity Unit filter option is set, resource capacity is shown by hours available or by percentage of total time.
Email

The email address of a resource.
Maximum Capacity

The total capacity for a resource for the selected time period. Depending on how the Avail/Capacity Unit filter option is set, resource capacity is shown by hours available or by percentage of total time.
Multiple Roles

Indicates whether a resource is associated with more than one resource role.
Resource Name

The name of the resource.
Resource Team / Primary Role

The name of the resource team and the name of the role. This report can be sorted by resource team and by role, with either being selected as the primary filtering option. You can change the sort order from the Group By drop-down.
Resource Type

The type of resource.
Standard Rate

The standard rate for the resource, per unit of work. For example, $100.00 per hour.

Screen Shot

Screen shot of the Resources by Resource Team system report.

Adding a report that uses the Resources by Resource Team report template

To add a report that uses the Resources by Resource Team 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 Resources by Resource Team 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 Resources by Resource Team, 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 Resources by Resource Team 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 Resources by Resource Team report.

Filter options:

Filter Description
Avail / Capacity Unit

Indicates whether to show a resource's available capacity by number of hours available or by percentage of total time. Filter options: % and Hours.
Date

The date from which the reporting period begins. Use the calendar picker to select this date.
Email

Indicates whether to show the email address for a resource. Filter options: Hide and Show.
Group By
For any report that includes both investment and resource data, you can choose to filter the report by investment or by resource, and then by the other. For investment reports, users can view the report sorted by item and then by resource team. They can also sort the report by resource team, resource and then by item. For resource team reports, users can view the report sorted by resource team for the entire date range or by resources broken down into timesheet periods. Filter options:
  • Investment reports: Investment / Resource Team or Resource Team / Investment
  • Resource Team reports: Role / Resource Team, or Resource Team / Role
Period

The duration of the reporting period, based on the date on which the reporting period begins. Filter options: 1 week, 2 weeks, 1 month, 2 months, and 3 months.
Rate

The standard rate for the resource, per unit of work. For example, $100.00 per hour. Filter options: Hide and Show.
Resource Effective Dates

The dates on which a resource started and ended their work on a task, as related to a specific resource team, resource role, and standard rate. Filter options: Hide and Show.

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