Report showing resources and assigned projects

I'm looking for help developing a report. I've got multiple projects and multiple resources working on those projects, and I'd like a simple grid - resources in a column, project names across the top, and an x indicating which project each resource is working on (or something like that). This view will give a snapshot of who is working on which project.

I know the utilization report gives a nice view of projects by person, but I'm looking for that matrix, preferably without a lot of manual manipulation. I'm okay dumping data to Excel and messing with it, but I'll want to do this once a week so I want it easy.

Any thoughts?

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Andrée Starå

Hi,

Depending on your set up you could maybe have a checkbox indicating the resources on the different projects but the best solution depends on your set up in general.

I'd happily work with you and help you with setting up a solution.

I would need some more information to see what would work best for your particular situation.

If you'd like we can book a time for a free discovery call. How does that sound?

Please e-mail me at andree@getdone.se and well take it from there.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Andrée Starå

Hi,

How did it go? Did you manage to get something set up?

Best,

Andrée Starå - Workflow Consultant @ Get Done

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