Skip to main content
Procore

Export the Availability Look-Ahead Report

  1. Last updated
  2. Save as PDF

Objective

To export the Availability Look-Ahead report in Resource Planning.

Background

When planning resource assignments, you can export reports that help you understand the availability of your resources. The Availability Look-Ahead report displays what people are currently available for assignments, as well as the date that people with current assignments become available for new assignments.

Things to Consider

  • Required User Permissions
  • Only people with a job title are included in the Availability Look-Ahead report. 
  • People listed in the report are grouped by job title.
  • The information in the report reflects your access to information in Resource Planning.
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document File (PDF)

Steps

  1. Navigate to the Company level Resource Planning tool.
  2. Click Reports and select Availability Look-Ahead.
  3. Select the Job Titles you want to see availability for.
    Note: The filters available reflect the Job Titles that have been configured. See Configure Job Titles for Resource Planning.
  4. Configure your report:
    • How many assignments out would you like to show? Select whether to show 1, 2, or 3 assignments per person.
    • Assignment Column(s) Color. Select the color to differentiate the assignments in the report.
    • What format would you like for people's names? Select the format to display the person's name.
    • Display employees' employee number? Move the toggle to the ON position to display the employee number in the report.
    • Display employees' job title? Move the toggle to the ON position to display the job title in the report.
    • For each assignment, what columns would you like to display? Mark the checkboxes to display the following information in the report:
      • Project Name. The project name.
      • Project Number. The project number.
      • Assignment Start Date. The assignment start date.
      • Assignment End Date. The assignment end date.
      • Assignment Duration. The duration of the assignment.
      • Assignment Status. The assignment's status. See Configure Assignment and Request Statuses for Resource Planning.
      • State/Province. The state or province of the employee.
      • Role. The person's job title.
        Note: This is only an option if you chose multiple job titles.
    • Would you like to show a "Available After" date for each resource? Move the toggle to the ON position to display next date the person is available to be assigned.
    • Sort Job Titles by soonest "Available After" date? Move the toggle to the ON position to sort job titles by the soonest "Available After" date.
  5. Click the export icon-export-wfp.png icon, then select to download a PDF or CSV. 
    • If exporting a PDF, select the page orientation and paper size.
  6. Click Export PDF or Export CSV.
    • Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.