Reports - Resource - Periodic - Headcount

Overview

This report is intended to facilitate the analysis of future capacity in terms of plans, budgets, requested leave and their variance in a Daily, Weekly, Monthly or Quarterly layout.   Using the available selection criteria, you can summarize the output by a variety of attributes (eg. by Project, Person, Labor Category, etc) and the output can reflect either Hours or FTEs (full time equivalent).

Note that when showing plans/budgets the report will include ALL plans/assignments for a person, regardless of the permissions of the user running the report.  However, when "Show Projects" is selected, all plans/assignments for projects the user cannot see show up in one row having an "Access Denied" label in the Project column.

Roles

This report is available to users having any of the following roles:  Administrator, P&R Administrator, Resource Planner and Resource Assigner.

License

This report is available with the Project Portfolio family of licenses.

Topics covered on this help page include:

• Selection Criteria    (options available to tailor report output)

• Example Report Output

Selection Criteria

Field Descriptions (click on a link below for additional information)

Note regarding calculation of Capacity on this report:

• TBD users will have NO capacity if “Include TBD Planning Resources in Capacity” is not checked in the Search page
• If it is a regular user, or we are calculating capacity for TBDs:
• • We find the business week definition for the user
  • if necessary, adjust the date range for the capacity calculations based on the begin date of the first Person Rate entry we found for the user
  • Calculate capacity based on the number of business days * business hours (as defined in the business week) in the adjusted range
• Org Capacity is calculated as the sum of capacity for the people who belong to the org and have been included in the report.

Example Report Output