View Hours at a Macro Level

[#1]

Need to easily see hours (by week, month, or quarter) in a variety of groupings across the instance. However, it cannot rely on the person being a resource manager on every project.

• Solution Idea: Similar to Resource Planner. Something that might help is giving the user the ability to decide the groupings they see as different user personas want different views. And like filters, they would be able to save their grouping choices so that it was there next time. (Or even better, this is an object type like Resource Estimate with an Allocation Date ‚Äì although the Allocation Date would need to be daily to account for hours that are contoured.)
• Here are some examples:
• • • Account Director
      • Filter: A specific portfolio
      • Grouping: Portfolio, Program, Project, Job Role, User
    • Resource Manager
      • Filter: Specific Job Roles
      • Grouping: Job Role, Person, Portfolio, Program, Project
    • Department Lead
      • Filter: Specific Users
      • Grouping: User, Portfolio, Program, Project, Task/Issue

[#2]

Hi Katherine,

You can do this with a custom reports. I have similar reports set up for our executives and they are automated for delivery on whatever terms I need. While we do a combined job role report, I'm sure you can set these up for each Portfolio.

Reporting matrix grouping:

and then on filters:

Which the end report looks something like:

Of course we are using actual hours rather than projected hours, but as long as you configure the report as an hourly report you should be able to pull all the data from your request above.

[#3]

Thanks- we will take a look at this!

[#4]

Hi Jeannie - thanks for the report idea, but your report does not spread hours across days, weeks, months, or quarters. We are looking for something like the resource planner or the Utilization report but with the flexibility to change the grouping order and that they don't have to be a resource manager on every single project.