Export the Workforce Report

Objective

To generate and export the Workforce report in Resource Planning.

Background

The Workforce report gathers and displays all resource assignments and resource requests for a single date. Assignment information is grouped within its respective project. 

Things to Consider

• Required User Permissions
• The information in the report reflects your access to information in Resource Planning.
• Supported File Formats:
  • Portable Document File (PDF)

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click Reports and select Workforce.
3. Configure the project information to include in the report:
   1. Select the Date for which you want to report on assignments.
   2. Select which projects to include in the report.
      • All Active Projects. Select to show all active projects.
      • Filtered. Select to show specific projects, then select which active, pending, or inactive projects to report on.
   3. Move the toggle to the ON position to 'List each project on its own page.'
   4. Move the toggle to the ON position to 'Include projects without assignments.'
   5. Move the toggle to the ON position to 'Include resource requests per project.'
   6. Select what project information to include:
      • Project Number. The project number. 
      • Status. The project status.
      • Customer. The project customer.
      • Project Type. The project type.
      • Project Start Date. The project start date.
      • Project End Date. The project end date.
      • Percent Complete. The percentage the project is complete.
      • Project Roles. The Project Roles. See Assign Project Roles for Resource Planning.
   7. Select whether to sort projects by Project Name or Project Number.
4. Configure what information about people to include in the report:
   1. Select which people to include in the report.
      1. All Active People. Select to show all active people.
      2. Filtered. Select to show specific job titles, then select the job title 
   2. Name Display Order. Select the format to display the person's name.
   3. Select what information about people to include:
      • Job Title. A person's job title.
      • Employee ID. A person's employee ID.
      • Phone Number. A person's phone number.
      • Email. A person's email address.
      • Assignment Status. The assignment's status. See Configure Assignment and Request Statuses for Resource Planning.
      • Assignment Dates. The assignment start date and end date.
      • Assignment Times. A person's assignment times.
      • Person's Tags. A person's tags. See Add or Edit Tags for People in Resource Planning.
5. Click the Export  icon.
6. Select the Page Orientation and Paper Size.
7. Click Export PDF.

See Also

• Create Saved Reports in Resource Planning
• Export the Assignment History Report
• Export the Availability Look-Ahead Report
• Export the Tags Requiring Action Report