Web Resource has the below reports available:

  • My Assignments
  • Resource List
  • Resource Details
  • Skills Matrix
  • Resource Assignments
  • Resource Workload
  • Resource Conflicts
  • Resource Availability
  • Placeholders
  • Project List
  • Project Details
  • Project Workload

In order to view the reports, Click on the Reports menu at the top of the screen and select the report. Please note that the Reports section is accessible to those users who have Report Access enabled under their permission set.

Overview of the available reports:

My Assignments
The My Assignments report provides a list of all the project and task assignments for the user currently logged in. The report can be filtered by date range.

Resource List
The Resource List report provides a list of existing resources and their basic user information. Basic user information includes attributes that define the resource from a Human Resources perspective, such as email addresses and permissions. The report can be filtered by whether or not resources are enabled, booking status, project leader, resource name, and/or groups and the report data can be grouped by category.

Resource Details
The Resource Details report provides a list of existing resources and their advanced user information. Advanced user information includes attributes that directly affect the projects and tasks to which the resources are assigned, such as cost per hour and skills. The report can be filtered by whether or not resources are enabled, booking status, project leader, resource name, and/or groups and the report data can be grouped by category.

Skills Matrix
The Skills Matrix report displays the skill levels associated with each resource using a matrix format, with resources listed vertically and a column for each skill. Within each column, the skill level assigned to each of the resources is shown. The report can be filtered by whether or not resources are enabled, booking status, project leader, resource name, groups, and/or skill levels.

Resource Assignments
The Resource Assignments report provides an overview of the assignments and allocations for each resource. The report can be filtered by project type, billing status, project status, project leader, resource name, date range, skills, and/or groups and the report data can be grouped by category.

Resource WorkloadThe Resource Workload report provides an overview of resource allocations by month. Allocations can be shown as either percentages or hours. The report can be filtered by
project type, billing status, project status, the type of allocation, resource name, date range, and/or groups and the report data can be grouped by category.

Resource Conflicts
The Resource Conflicts report provides a list of resources that have been over allocated for a specific time period. The report can be filtered by resource name, date range and/or groups, with the option to include time off hours, and the report data can be grouped by category.

Resource Availability:The Resource Availability report provides the percentage of each resource's time that is available, or not already allocated, during a specific time period. If the availability of a resource changes during the selected time period, the resource will be listed on multiple lines, showing the availability for each portion of the time period. The report can be filtered by whether or not resources are enabled, booking status, date range, project leader, resource name, groups, skills, and/or percentage availability. The report data can be grouped by category.

Placeholders:
The Placeholders report provides a list of placeholders that have been assigned to tasks for a specific time period, including the project and task they have been assigned to, as well as the duration of their assignment.

Project List:The Project List report provides a list of existing projects and their basic project information. Basic project information includes attributes that define a project at its
topmost level, such as project type and project status. The report can be filtered by whether or not projects are enabled, project type, billing status, project status, project leader, resource name, date range, and/or project. The report data can be grouped by category. 

Project Details:
The Project Details report provides a list of existing projects and their advanced project information. Advanced project information includes attributes that affect how a project is managed, such as task structure and assignments. The report can be filtered by whether or not projects are enabled, the type of resources (named resources or placeholders), project type, billing status, project status, project leader, project name, date range, and/or project. In the Project Details report, the Date Range filter filters projects that are active in the selected time period. It does not filter by the date range of the generated data.

Project Workload:
The Project Workload report provides an overview of the hours allocated to each project by month. The report can be filtered by whether or not projects are enabled, the type of resources (named resources or placeholders), project type, billing status, project status, project leader, project name, date range, and/or project. In the Project Workload report, the Date Range filter filters the allocation totals to the selected time period, and will display users with 0 allocation in that period.