Projects - Project Reports

Project Reports are available on Organization, Department, and Project Tabs.

Organization and Department Tabs

On the Organization and Department Tabs, they reports are available under the "Organization/Department Reports" on the right column.  You will see two Resource Utilization reports -- Resource Utilization Report (by tasks) and Resource Utilization Report (by projects).  A third report is called All Projects.

Resource Utilization Report (by tasks) allows the user to see all the tasks company/department, as well as all the tasks by User.  It will show you the name of the project associated with the task, start/due dates for the task as well as who owns the task.

Organization/Department Resource Utilization Report (by project) allows the user to see how number of projects each department member has been assigned, plus tasks the department member has been assigned.

All Projects Report allows the user to see all projects and project summary detail within the site (for which the user has security to view).

Resource Report for Tasks

Navigate to the Organization or Department Tab, click on the resource utilization report, then click on the org, select Not Grouped, check show subs, click refresh and all the tasks for all projects show up.  Click the column header that says Projects (and the projects will resort by project name alpha) the header turns blue when done – this may take a few seconds to resort, then click Individual header (this will take a second too-when it is done sorting the header turns blue).  Now you have the projects in alpha order so you can scroll to see all the tasks associated with an org and all the names of people who have tasks assigned to them are also in alpha order so you can see by all the tasks owned by team members.  Also, you can click on the end date column header – it takes a few seconds – the tasks are sorted by due date/by task owner/by org.

• Resource Report (Tasks)

• Resource Report (Projects)

• All Project Report

Project Tab Reports

On the Project tab the user will be able to open a report that has all of the details for the project. The Project Meeting Report allows the user to print a report based on a meeting date.

People Tab

• Project Sections on People Tab Report