Resource Management Report - Utilization View - Group by Project

JazzyJ

Time and Fees Report Screenshot.jpg

Utilization Report Screenshot.jpg

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.

subhadrav

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)

Matthew Deehan

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.

Matthew Deehan

Christine.mckinlay@cwservices.com

What a great idea!! We would definitely use that functionality

Christine.mckinlay@cwservices.com

What a great idea!! We would definitely use that functionality.

Becky V

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.

LauraBS

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