Resource Reports (before Vertec 6.6)

The resource reports described here are available in Vertec versions prior to 6.6.

With version 6.6, Resource Planning has been redesigned. All tables and graphs can be exported directly to Excel. Therefore, the previous resource reports have been removed with this version.

The resource reports represent a crosstab of employees and projects or project phases. The values are summed for a specified interval. The resource overview can be run on employees and projects (individual and on lists).

When the report is started, a dialog appears where you can specify, in addition to the date, whether the report should be printed from the point of view of the employees or from the point of view of the projects.

The first representation value, in the example Employees, represents the rows (vertical axis), the second value, in the example Projects, represents the columns (horizontal axis).

• Type: Legacy Office report
• Class: Project, Project user
• Output format: Excel
• Executable on: Single + List
• Active: yes

Employees – Projects

In the Employee Projects view, the employees are listed vertically and the projects horizontally. The report therefore lists for each employee which projects they are involved in.

Employees – phases

In the Employee – Phases representation, the employees are listed vertically and the project phases horizontally. The report therefore lists for each employee in which project phases they are involved.

Projects – Employees

The Projects Employees view shows the projects vertically and the employees horizontally. The report lists the employees scheduled for each project.

Projects – Phases

The resource overview Projects – Phases can only be run on a single project because it is a crosstab.

Phases – Employees

The Phases – Employee resource overview lists the employees scheduled for each phase.

The resource plans always have a time axis to the right (horizontal axis) and show the values per planning interval (same as when entering resources in the list). Rows (vertical axis) show employees, projects, project phases, or a combination of these.

The resource planning can be executed on employees and projects (individuals and on lists).

When starting the report, a dialog appears where a date and planning interval can be specified.

The first value of the grouping is the main grouping, the second value is its subgrouping. The timeline to the right always remains, only the rows are adjusted accordingly.

• Type: Legacy Office report
• Class: Project, Project user
• Output format: Excel
• Executable on: Single + List
• Active: yes

user

This resource plan shows the total value per employee. It is not visible on which project or phase the time is planned because it is a purely employee plan.

Employees – Projects

Shows the total value per project grouped for each employee. Here it is clear for each employee to see which project they have to spend on when and how much time.

Employees – phases

Displays the total value per project phase grouped for each employee. Here, each employee can see in detail how much time he has to spend on which project phase.

Groupings by project and phase work analogously

The resource table lists the planned data for a specified planning period. It can be accessed on projects, employees or phases.

The resource table is structured as an Excel pivot table. Therefore, all evaluation options for pivot tables are also available in Excel.

A date range is specified for the Resources table. The table lists the projects or project phases as rows and the employees as columns:

• Type: Legacy Office report
• Class: project, project user, project phase
• Output format: Excel
• Executable on: Single + List
• Active: yes