Resource Planner - Customise Report (use scenario) | Community
Skip to main content
D
DagmaraGa
Level 9
September 18, 2018
Delivered

Resource Planner - Customise Report (use scenario)

  • September 18, 2018
  • 33 replies
  • 5068 views

Could we please get an ability to create our own report (kind: Resource Planner) so we could pull all data presented within Resource Planner as per our needs? Currently we cannot customise it at all. It would be good if we could create a report and pull the numbers from Resource Planned and group them or present them as we want - within a chart, matrix grouping etc. We're able to do it for Legacy Resource Estimates and tailor it to the view we want to see it.

    33 replies

    Show previous replies
    J
    JohnHi3
    Level 2
    February 28, 2019

    Will this be included in the new release tonight? Currently, I have to extract the data and manipulate in PPT to make a chart for leadership to view. Would be much better if Workfront can generate chart reports based on the resource planner.

    R
    RobertGr1
    Level 2
    February 28, 2019

    This needs to happen.

    T
    TheresaGi
    Level 3
    February 28, 2019

    I agree. This is a very urgent need

    M
    Mike_Crabtree
    Level 2
    March 22, 2019

    Do it please, thanks, Mike

    R
    RichardHu
    Level 2
    March 23, 2019

    Essential for centralised company wide resource capacity planning. Please add asap

    J
    JohnHo
    Level 3
    June 29, 2019

    Is there any additional updates on this - - specifically it would be great to create a report and have attributes of a projects or user there and then group/subtotal by any attribute.

    E
    Exp_-_VazgenBa
    Level 6
    September 3, 2019

    Hi everyone,


    Thanks for all the feedback regarding this! The ability to report on Budgeted Hours have been introduced with 19.3 release. Please refer to the following article for more information: https://experience.workfront.com/s/article/Report-Budgeted-Hour-1228917083

    Please give the functionality a try and let us know what you think.


    Thanks,

    Vazgen

    D
    DavidTa2
    March 3, 2020

    Would it be possible to get an update on this? We really need the ability to chart the Available vs Planned when viewing by Job Role. Thanks!!

    J
    JoannaPa1
    Level 2
    June 25, 2020

    Agreed, we would like the ability to customize the Resource Planner report or build our own report for available and planner hours by Job Role and User with the hours distributed according to the assignment allocations across project/task durations.

    The ability to add charts and other project/task data would also be very helpful.

    M
    ManuelBa
    Level 4
    September 24, 2020

    Any news on this? It’s an important feature, probably limited by server performance.


    Show more replies
    Terms & ConditionsAccessibility statement

    Loading footer...