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The Resource Availability report provides visibility into each resource’s available capacity across projects. It allows users to view availability by resource, grouped by either resource manager or primary role, helping identify under- or over-utilized team members. The report can display data by week, month, or in total, and amounts can be viewed in hours or full-time equivalents (FTEs). -
Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence. -
Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence. -
Resource Availability by Skill over Time is a grid portlet that provides Resource Managers a single place to view Resources’ skill sets along with their availability (hrs.) over a period of time. This report also displays the assigned Investments to date and the Actual hours to date for the Resource on those respective Investments. Users can further narrow their search by Skill Name, Resource Name, Project Manager, Start Date, End Date and Period Recurrence. -
The Resource Baseline vs. Plan by Employment Type report provides insight into how resource utilization compares to the original baseline. It displays baseline, actual, estimate, and variance values for each resource across investments, grouped by employment type—such as employees or contractors. The report includes monthly charts that compare baseline amounts to estimated-at-completion values, with data shown in either hours or full-time equivalents (FTEs). This enables clear visibility into performance and variances by employment category. -
The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type. -
The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type. -
The Resource Data Issues portlet is used to identify data exceptions related to resource setup. This portlet helps to identify where resources are missing key data or are possibly sitting in an exception state. This view will show resources that have one or many exceptions, including inactive resources. There is no security built into this portlet - all resources will show. The only required field in the filter is Days, which is the number of days since the user last logged in. The user may also narrow the results by resource, OBS, or project type. -
The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource. -
The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource. -
The Resources Demand Summary portlet displays the total Estimate to Complete (ETC’s) for Resources. The portlet displays the total per time scale value selected per resource and a grand total of all ETC’s for the selected time period. Filtering capabilities allow the user to filter by an individual resource, resource manager, time scale values, dates, and OBS. The portlet provides a Resource Manager with a single location to view ETC’s by Resource. -
Resource Financial Settings portlet provides resource managers a single place to view financial settings of various resources. It is a grid portlet that displays Resource details such as Name, Email, Manager, Employment Type, Is Active?, Is Open for Time?, Resource Class, Transaction Class and Department. You can further narrow your search by Resource(s), Active, Open for Time, Employment Type, Resource Class, Transaction class and Department.

