Reference: Resource Management Reports
Match Resources with Projects
These reports can help you match qualified workers with available projects.
Report Name | Description | Security |
|---|---|---|
Compare Workers for Project
| Use to compare workers by tenure, qualifications, project, and talent from the filtered results of the Find Workers for Project report. | Manage: Advanced Project Resource Management domain in the Projects functional area |
Find Available Workers for Project
| Use to find available workers who meet specific requirements, and then assign them to a project.
To enable this report, select the Always Use Find Available Workers for Project check box in the Projects section of the Edit Tenant Setup - Financials task.When enabled, this report launches from the Find Workers button on the resource plan line. | These domains in the Projects functional area:
|
Find Project for Me
| Enables workers to find projects with available assignments for themselves.
To use this report, enable and activate the domain security policy. | Self-Service: Resource Management domain in the Projects functional area
Modify or grant permissions for these security group types:
|
Find Project for Worker
| Use to find projects with available assignments for a worker. | Manage: Advanced Project Resource Management domain in the Projects functional area |
Find Worker Assignments
| Use to determine if your project workers are under or over allocated.
Compares the scheduled weekly hours for workers against their total assignments, including:
| These domains in the Projects functional area:
The Reports: Manager domain in the Staffing functional area. Provides access to the report and the Supervisory Organizations prompt on the report.
Users secured solely to the Reports Manager domain can access and view this report, but they can't expand the rows to review the details. To ensure that users can review the report details, also secure them to the Manage: Advanced Project Resource Management domain, the Manage: Resource Pool domain, or both. |
Find Worker for Project
| Use to find workers to:
You can launch this report from the Find Workers button on the resource plan line. | These domains in the Projects functional area:
|
View Resource Commitments
These reports can help resource managers view and manage the assignment of workers across projects.
Report Name | Description | Security |
|---|---|---|
Find Worker Availability
| Use to examine the project commitments of your workers.
From the search results, you can edit existing project assignments, add workers to another project, open the Find Worker for Project report, and preview project details. | Manage: Advanced Project Resource Management domain in the Projects functional area |
Manage Worker Assignments
| Use to:
To enable this report, set up resource scheduling. | Manage: Advanced Project Resource Management domain in the Projects functional area
Manage: Resource Pool domain in the Projects functional areaReports Manager domain in the Staffing functional area |
Utilization Targets for Workers - Monthly
| Use to view and manage the assignment of workers across projects and their utilization targets.
To view data in this report, select the Run Project Worker Days Job check box on the Edit Tenant Setup - Financials task. | Manage: Advanced Project Resource Management domain in the Projects functional area |
Worker Availability - Detailed Allocation
| Use to:
The percentages for worker time commitments are based on:
The indication of weekly worker time commitment displays 3 ranges:
| These domains in the Projects functional area:
These domains in the Staffing functional area:
Worker Data: Time Off Manager View in the Time Off and Leave functional area.Users must have a role in the appropriate supervisory organization to view the data in this report. |
Compare Resource Cost Rates
These reports can help resource managers view and compare the cost rates of workers and unnamed resources.
Report | Description | Security |
|---|---|---|
Project Forecasted Labor Cost
| Use to view this information on workers and unnamed resources in specific projects and project hierarchies:
Workday bases the time period in this report on the end date for the fiscal period and uses 3 consecutive fiscal periods. | Manage: Project Resource Forecast domain in the Projects functional area
Reports: Manager domain in the Staffing functional area |
View Resource Rates
| Use to view the resource cost rates for a project, including:
This report launches from the View Resource Rates button on the Resources profile group of a project. | View access to either:
|
View Project Standard Cost Rate Sheet
| Use to view the hourly rates on a specific cost rate sheet for:
| Set Up: Project domain in the Projects functional area |
Standard Cost Rate for Worker
| Use to view the cost rate for project workers, based on the cost rate rule. | Worker Data: Project Costing domain in the Projects functional area |
View Resource Plan Lines with Conflicting Standard Cost Rates
| Use to find the assigned project workers who have more than 1 standard cost rate. | Manage: Project Resources domain in the Project Tracking functional area |
For a complete list of standard reports for Projects, access the
Workday Standard Reports
report and select the Projects
report category.