PM Central Portfolio Resource Reports

Overview of Portfolio PMC Control Panel	Overview of Portfolio Resource Center

Portfolio sites created using a Standard/full template provide predefined resource reports that are available in the site’s Resource Center under the Resource Allocation and Capacity Planning tab.

Image of the Resource Report Mega Menu selector When working with the PM Central Resource Reports keep in mind:

By default, Resource reports available at the portfolio site are security trimmed so that only users that have been granted permission to a site will see resource assignments pertaining to the site.
Users with Full Control permissions on the Portfolio site can configure Resource Center Settings to use the System Account to generate resource reports.
Feature introduced in PMC 4.3

By default, reports will be complied every evening starting at 11:45 PM.

Information on configuring the Resource Center web parts is available here.

The report pages have the following characteristics:

Ability to change the year view of the report
Save report contents to the Monthly Resource Work Allocation Summary list on the Portfolio site(not available with all reports)
Option to export the report (grid and chart) to Excel, or to print the report.

Available Portfolio Reports:

Report Name	Report Description
All Assignment Allocations	All Assignment Allocations displays the resource’s total allocation per month for the project, grouped by year. This lets you track how much work your resources are accumulating for the project.
By Resource Allocation	By Resource Allocation shows the total allocation per month for each resource assigned to the project, grouped by year.
By Project	Displays the resource’s total allocation per month, grouped by project
By Project Department	Displays projects grouped by the identified Project Department. The Project Department field is part of a project site’s Project Health list.
Allocation by Manager	Displays the resource’s total allocation per month, grouped by manager. A user’s Manager is specified in the Enterprise Resource Pool list for each resource item. Important: If the Manager field is not completed in the Enterprise Resource Pool form, user information will not be displayed.
Resource Availability	Resource Availability displays the resource’s remaining availability. Availability is determined by deducting a user’s task assignments from their capacity per month. Capacity is determined by the Work Hours and Holidays entered in the Resource Center Settings, and the Maximum Unit value associated with each resource. If the resource has available time, the number of available hours is shown in green. If the resource is over allocated, the resource’s availability is shown as a negative number in red.
By Department	Allocation by Department displays the resource’s total allocation per month, grouped by Department. A user’s Department affiliation is specified in the Enterprise Resource Pool and identifies the Department the resource reports to. Important: If the Department field is not completed in the Enterprise Resource Pool form, user information will not be displayed.
Assignments by Department	Allows users to specify the search criteria for the report. A Department must be selected from the drop down selector. Select the Department, followed by the Resource(s) associated with that department to be presented with a report displaying resource availability.
Find Resources	Find Available Resources lets you find available resources that you can request and assign to task for your projects. A users Role is defined in the Enterprise Resource Pool.