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Planner Data and Report


Level 2

Hi there,


Not sure if this is possible but here goes.  I started using the 'Planner' view in Resource Management (WF).  This worked great to get the data I needed, but I am looking to create a report that would show the same information but at a summary level by User or Home Team (currently, if I export the data, I have to hide thousands of rows of data when all I need is the 'total hours / breakdown').  On a side note, I have verified several records and am truly impressed with the validity of the data.


The key information I am looking for is the following:

'Available' hours (based on user, that excludes any time off that a user may have planned, total hours available).

'Planned' hours (based on assignments to projects).

'Actual' - not necessary but would be nice to include.

I need the above summarized by team / role / user.


Key is to create a report with an additional 'calculated' field to compare what management thinks team members have available per month (i.e., 2,080 hours are the equivalent of an FTE) - so when looking at resources we are trying to demonstrate how we can or cannot achieve Utilization targets across our team and do some capacity planning.


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2 Replies


Level 10

Hi @JulieHa,


When we concluded a few years ago that what you're after was not possible natively within Workfront, it led us to create our Capacity Chart solution, which I invite you to consider.





Level 2

Thanks Doug - appreciate you taking the time to share!