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 areaModify 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 areaManage: 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 Time Off and Leave functional area:
Reports: Manager domain in the Staffing functional
areaUsers 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 areaReports: 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.