Investment Assignments by Task (Power BI)

The Investment Assignments by Task report provides a detailed breakdown of effort at the task-assignment level for each investment. It displays both actuals and estimates for resource assignments, along with task status, percent complete, and assignment start and finish dates. Totals are available at the investment level, making it easy to analyze workload, progress, and effort distribution across tasks and resources.

Want access to our solutions?

Register for a free theBasiX™  account and upgrade to theWorX to gain access to all of the content available on RegoXchange™.

Download Details

RegoXchange Content ID: EX2807

Submission Date: 11/21/2025

Submitter:

Content Type: Business Intelligence

Related Modules: Assignments/ETC

Company: Rego Consulting

Version Support

Versions Supported: v16.3+

Special Instructions

Special Instructions:See RegoXchange item #EX1565 – “Using RegoXchange Power BI Reports – How to Update the Data Source” for more details on implementing this report.