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
, 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:
- Hover on Reports from left panel.
- Click Resource Allocation Report under the menu.
- Select the resource for which you want to see the data.
- Select the time From date and To date for which you want to see the data.
- On right hand side of page, you will find no. of projects and task assigned to resources.
List of Active, Overdue and Upcoming tasks in a project:
- Hover on Reportsfrom left panel.
- Click Resource Allocation Report under the menu.
- Select Project for which you want see the details of tasks.
- Select the time From date and To date for which you want to see the data
- Scroll down the page to see the list of Active, Overdue and Upcoming tasks in a project.
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:
- Hover on Reports from left panel.
- Click Resource Allocation Report under the menu.
- Select Project for which you want to see the details of tasks.
- Select the time From date and To date for which you want to see the data.
- Click
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.