Running resource reports

Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.

You may need to use reports to:

  • Check that resources are properly allocated
  • Review future capacity and demand

For information on using reports, refer to the reports topics.

Key reports of interest to resource managers

Default report name

Common uses for the report

Template it’s based on

Monthly Resource Utilization

Verify that resources have been used to their full capacity

Resource

Resource Capacity Planning

Track the capacity and utilization of each department

Resource

Resource Capitalization

Review monthly CapEx and OpEx hours for each resource

Resource

Resource Forecasting

Analyze resource levels for future weeks

Resource

Key fields of interest to resource managers

For information on what fields are available in each report, refer to the Replicon Reports Field Matrix.

Field name

Description

Template it’s available in

Actual Available Hours

Shows the available working hours based on each resource's office schedule

Resource

Utilization

Indicates the number of hours worked versus the number of hours available

Resource

Skill Name

Skill Level

Shows the skills and skill levels assigned to each resource

Resource

Related links

How resource management works
How allocation works
Running a report
Choosing a report
Reports Field Matrix