It would be so helpful to be able to group the Resource Management Analytics (Report)- Utilization View by PROJECT. Project grouping is currently available for the Time & Fees view, but not Utilization. See attached.
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If we could get a group by project in the resource utilization report in Smartsheet Resource Management, it will be helpful to get the project/people info in one single report with the utilization percentage.
(We do not use time& expenses or budget)
We have a need for a report, or maybe an allocation heatmap, but not your typical out of the box allocation heatmap. We want to know and be able to report out on who (by internal department) we (my team) are working for. Where (by internal department) are we (my team) spending our time (by % utilization)? I would like to report out something like this; “We are spending 25% of our time supporting the Client Services department” or “We are spending 50% of our time supporting the Commercial Operations Department”.
We had a thought to use the field “Tags” within the project settings page, so I figured out how to add in a tag for each one of our internal departments. I’ve been playing with the Analytics report builder and can’t figure out how to build a report to report out on % time allocated per project tag (i.e. internal departments).
We just got done with a 30-minute ProDesk session with Heather D, investigating this need, and we hit a wall. We attempted to build a Utilization report that would be grouped by project tag, but came to find out that field (Project Tag) is not available within the "First Group by" section.
Below is as far as we got building the report with Heather D from the ProDesk;
Resource Management>Analytics>New Report>View by Utilization>First Group by. Then we realized we couldn't group by project tag and hit a wall.
What a great idea!! We would definitely use that functionality
What a great idea!! We would definitely use that functionality.
This would be ideal. We're trying to support our service delivery team by giving them an understanding of utilisation across projects and BAU activities and can't work out a way to do this in the tool without a view on utilization by project.
In order to make project reporting oriented by utilization on the resources (with the time already planned and the remaining for a certain period of time) we have the need to include the information related by Project Name so we can work on a better resource availability and planning approach.
At this moment, "Project Name" is not an attribute you can add in the raw data or use it as a group by criteria. With this information, program and portfolio forecasting and planning will be easier for us because of working with big teams collaborating in projects.
We know this information is available in the Schedule tab on Resource Management and if you have a small team to coordinate is enough but having it in the Utilization Report will increase our productivity when having big team interconnected.
Thanks
Laura
It would be useful to be able to have more reporting parameters for the utilization report for team planning and executive reporting capabilities for HC and Capacity Planning
How do you vote for this? This was submitted 3 years ago and still not put on the new development list? What are the rules for voting and when a suggestion gets on the list?
I think resource utilization is an essential part of project management and I'm amazed it isn't already built into the Resource management reporting capabilities.
Essential project management reports provide stakeholders with critical visibility into progress, health, risks, and resource utilization to keep projects on track. Key reports include status reports,, budget/profitability updates,, risk assessments, and resource utilization reports.
Core Project Management Reports
Project Status Report:
A high-level overview of progress, milestones, completed tasks, and upcoming steps.
Project Health Report
:
A quick snapshot indicating if the project is on track, at risk, or behind schedule.
Risk Assessment/Register Report
Identifies, tracks, and manages potential blockers and issues hindering completion.
Financial/Budget Report
Tracks actual costs vs. planned budget (Burn Rate) to ensure profitability.
Time Tracking/Timesheet Report
Details hours spent on specific tasks, useful for payroll and efficiency optimization.
Variance Report (Schedule/Cost)
Compares planned vs. actual progress to highlight discrepancies.
Milestone Report
Focuses on the achievement of key project checkpoints.
Scope Change Report
Documents changes to project scope and their impact on budget/timeline.
Specialized Reports
Team Performance Report:
Analyzes team efficiency and identifies areas for improvement.
Dependency Report:
Maps relationships between tasks to identify critical bottlenecks.
Project Portfolio Dashboard:
A high-level view of multiple projects for executives.
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