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Administrator Guide
Last Updated: 2023-06-23
Reference: Resource Management Reports

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:
  • Manage: Advanced Project Resource Management
  • Manage: Resource Pool
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:
  • Self-Service - Project
  • Self-Service - Worker
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:
  • Holidays.
  • Time off.
  • Resource forecast lines.
These domains in the Projects functional area:
  • Manage: Advanced Project Resource Management
    . Provides access to the report and the
    Projects and Project Hierarchies
    prompt on the report.
  • Manage: Resource Pool
    . Provides access to the report and the
    Resource Pools and Resource Pool Hierarchies
    prompt on the report.
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:
  • View their availability.
  • Assign to a project.
  • Add to a resource pool.
You can launch this report from the
Find Workers
button on the resource plan line.
These domains in the Projects functional area:
  • Manage: Advanced Project Resource Management
  • Manage: Resource Pool

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:
  • View project resource assignments, time off, and holidays.
  • Compare workers for project assignments.
  • Drill into and manage project assignments.
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 area
Reports 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:
  • Examine the scheduled time commitment of workers in your supervisory organizations.
  • Take project allocation actions based on worker availability.
The percentages for worker time commitments are based on:
  • Forecast allocations.
  • Approved time off.
  • Holidays.
The indication of weekly worker time commitment displays 3 ranges:
  • Greater than 110% (red icon).
  • 70 to 110% (green icon).
  • Less than 70% (yellow icon).
These domains in the Projects functional area:
  • Manage: Advanced Project Resource Management
  • Manage: Project Resource Forecast
These domains in the Staffing functional area:
  • Reports: Manager
  • Worker Data: Current Staffing Information
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:
  • Cost amount.
  • Forecasted hours.
  • Standard cost rate.
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:
  • Fully Burdened Cost Rate Definition
  • Standard Cost Rate
  • Standard Cost Rate Override
This report launches from the
View Resource Rates
button on the Resources profile group of a project.
View access to either:
  • Worker Data: Project Costing
    domain in the Projects functional area
  • Worker Data: Fully Burdened Cost
    domain in the Projects functional area
  • Process: Project Billing
    domain in the Project Billing functional area.
View Project Standard Cost Rate Sheet
Use to view the hourly rates on a specific cost rate sheet for:
  • Unnamed Resources based on project role.
  • Workers based on worker attributes.
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.