Generating the Resource Task Load report

About this task

To generate the Resource Task Load report, complete the following steps.

Procedure

  1. Select Analytics > Operational Analytics.
  2. In the list of reports, click Resource Task Load.

    The Filter Resource Workload screen appears.

  3. Specify any of the following filters:
    • User
    • Projects
    • Project date range
    • Project status
    • Project type: determined based on the template that was used to create the project

    All sections on the filter page are optional. If you do not enter any information in any of the sections, your report contains the resource task load for all users and all projects in the system.

  4. Click Finish to create the report.

Results

The report results are written to the screen, unless another format is selected. The report displays tasks that meet the filter criteria, which are grouped by user. The report includes the following columns from the project Workflow tab:

Table 1. Columns on the Resource Task Load report
Column Description
Task Name Displays the project name and its ID.
Project Name Displays the project name and code. Clicking the link opens the summary page of the project, if your report administrator has configured the drill-back URL.
Dates Displays the forecast/actual and target start and end dates.
Status Displays the status of each task.
% Complete Displays the current progress of each task.
Notes® Displays the notes for a task.
Condition Displays a condition, based on the dates for a task.

If the end date for a task is later than its target end date, this column contains one of two values:

  • Late: If the status is In Progress or Completed, and Forecast Start Date is later than Target Start Date.
  • Overdue: If the status is In Progress or Completed, and Forecast End Date is later than Target End Date.

For all other tasks, this field is blank.