What information do we get from Resource allocation reports?

Resource allocation report is a one-stop window to find details of resource(s) allocated to projects, tasks and generate spent/estimated hour reports for certain period of time.

From Resource allocation report, you can find out following details:-

  • No. of tasks created/updated in a certain period of time.
  • Total number of Estimated and Spent hours of tasks in a certain period of time.
  • List of project & tasks assigned to a certain resource within that time range.
  • List of tasks active, overdue and upcoming tasks across a project.
  • List of tasks active, overdue and upcoming tasks assigned to a resource.
  • You can export the report and present to top management

Note: 

  • Resource allocation report is only available to owner and admins only.
  • By default tools shows the data of last 7 days.
  • You can find data of single project & resource at a time.

Elements in Resource Allocation Report:

  • Resource name: It shows the list of active users in the account. Clicking on a certain resource, the tool shows the relevant data associated with the resource.
  • Project name: It shows the list of projects created in the account. Clicking on a certain project,the tool shows the relevant data associated with that project.
  • Resource Allocation by hours: It shows the list of tasks created/update with a certain time range and estimated hours assigned. On clicking Estimated hour-Resource allocation icon, tool shows the spent hours across those tasks.
  • Project: Total number of active projects in the tool.
  • Task: As per items selected in Resource name & Project name, tool shows the total number of tasks created for a certain period of time.
  • Active tasks: It shows the list of New & In-progress tasks within a time range.
  • Overdue task: As the name suggests, it shows the list overdue tasks within a time range.
  • Future: Tasks with no due date or future start date appears here.

Kind of reports generated with Resource Allocation report:-

No. of tasks or projects assigned to a resource:

  1. Hover on Reports from left panel.
  2. Click Resource Allocation Report under the menu.
  3. Select the resource for which you want to see the data.
  4. Select the time From date and To date for which you want to see the data.
  5. On right hand side of page, you will find no. of projects and task assigned to resources.

Assigned-projects& tasks

List of Active, Overdue and Upcoming tasks in a project:

  1. Hover on Reportsfrom left panel.
  2. Click Resource Allocation Report under the menu.
  3. Select Project for which you want see the details of tasks.
  4. Select the time From date and To date for which you want to see the data
  5. Scroll down the page to see the list of Active, Overdue and Upcoming tasks in a project.

current week status

Note- Please note that the task list shows according to the time range that is selected. Say, I have selected From as May 22, 2019 and To as Jul 3, 2019

Active task: Active tasks will show the list of tasks New & In-progress tasks created or updated under May 22, 2019- Jul 3, 2019.

Overdue task: Overdue tasks will show the list of tasks depends upon below conditions:

  • Tasks whose due date has crossed the current date.
  • If the task is created/updated on above time range and has crossed the current date, then the task will be listed on Overdue section.

Future tasks: Future tasks will show the list of tasks depends upon below conditions:

  • Tasks have no start date and end date
  • Tasks created in the above date range and have start date after Jul 3, 2019

Find out estimated vs spent hours for project in a certain date range:

  1. Hover on Reports from left panel.
  2. Click Resource Allocation Report under the menu.
  3. Select Project for which you want to see the details of tasks.
  4. Select the time From date and To date for which you want to see the data.
  5. Click Estimated hour-Resource allocation icon to see the estimated or spent hours details.

If a task has start date as 2 Jul 2019 and end date as 3 Jul 2019 and estimated hour is 4 hours, then it will divide the task estimated hours assigning 2 hours for each day. This happens when resource availability is not enabled.

 

 

 

 

 

 

 

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