Resource Management report examples

APPLIES TO

  • Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

Reports allow you to gain insights on forecasting needs, project budgets and an understanding of who is working on what and when. Here are some examples of reports you can create in your account.

Sample Resource Management project budget status report

APPLIES TO

  • Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

RELATED CAPABILITIES

Who can use this capability?

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can see budget reports.

Find out if this capability is included inSmartsheet RegionsorSmartsheet Gov.

Here are some examples of reports you can create in your account:

Project budget status by phase

  • View: Time & Fees: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Phase Name
  • Show: Project: Project Name / Client: Project Client

This image shows a project phase status report.

Project-specific reports can be filtered via status using the project status filter.

Client budget status

  • View: Budget: Amounts
  • Time Frame: This Year
  • First Group By: Client
  • Then Group By: Project
  • Show: Client: Fulcrum

This image shows a budget status for specific client.

Project expense budget

  • View: Expenses
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client

This image shows a project expense report.

Project status

  • View: Budget: Amounts
  • Time Frame: Custom Date Range
  • First Group By: Project
  • Then Group By: Team Member
  • Show: Project: Project Name / Client: Project Client

This image shows a project budget status report.

Sample Resource Management forecast time or fees reports

APPLIES TO

  • Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

RELATED CAPABILITIES

Who can use this capability?

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.

Find out if this capability is included inSmartsheet RegionsorSmartsheet Gov.

The following examples show settings you can use to forecast revenue and hours for your team. Screenshots show you sample results.

Revenue forecast by department

  • View: time & fees: amounts & hours
  • Time frame: next 30 days
  • First group by: discipline
  • Then group by: none
  • Show: project type: confirmed

Sample of a 30 day revenue forecast by department report, it displays hours and amounts of bill rate, incurred, difference from past scheduled, future scheduled and total per discipline.

Revenue forecast by client and project

  • View: time & fees: amounts & hours
  • Time frame: next 30 days
  • First group by: client
  • Then group by: project
  • Show: everything

Sample of 30 day forecast of clients and projects report, it displays Hours and amounts of bill rate, incurred, difference from past scheduled, future scheduled and total per client.

Weekly forecast

  • View: time & fees: hours
  • Time frame: this year
  • First group by: week
  • Then group by: none
  • Show: entry type: future

Sample of Forecasted hours per week report, it displays hours incurred, difference from past scheduled, future scheduled and total per week

Forecasted hours for people

  • View: time & fees: hours
  • Time frame: this year
  • First group by: week
  • Then group by: team member
  • Show: entry type: future

Sample of Forecasted Availability report, it displays hours and amounts of bill rate, incurred, difference from past scheduled, future scheduled and total per person in a defined time.

Sample Resource Management unconfirmed time entries report

APPLIES TO

  • Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

RELATED CAPABILITIES

Who can use this capability?

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.

Find out if this capability is included inSmartsheet RegionsorSmartsheet Gov.

Unconfirmed time reports are useful if your organization tracks time. This report will show who hasn't entered/confirmed their time for the given time period.

Here are the settings for an unconfirmed time entries report.

  • View: time & fees: hours
  • Time frame: last week
  • First group by: entry type
  • Then group by: team member
  • Show: entry type: unconfirmed

未经证实的报告时间的例子。它显示拉st week's unconfirmed time, showing the hours incurred, difference from past scheduled, future scheduled and total per person.

Sample Resource Management hours summary report

APPLIES TO

  • Resource Management

For more information about plan types and included capabilities, see theSmartsheet Planspage.

RELATED CAPABILITIES

Who can use this capability?

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can create reports. The projects visible will vary by permission level. For example, Project Editors will only be able to see the projects they own.

Find out if this capability is included inSmartsheet RegionsorSmartsheet Gov.

Here are some examples of reports you can create in your account:

Hours summary by department

  • View: time & fees: hours
  • Time frame: last month
  • First group by: discipline
  • Then group by: team member
  • Show: everything

Sample of Hours by department report, it displays the hours incurred, difference from scheduled, future scheduled and total Discipline and person.

Team leave report

  • View: time & fees: hours
  • Time frame: this year
  • First group by: leave type
  • Then group by: team member
  • Show: leave type: parental leave, sick, vacation, etc

Sample of Leave report, itdisplays hours incurred, difference from past scheduled, future scheduled and total per Leave type and person

Non-Billable incurred hours by department

  • View: time & fees: hours
  • Time frame: last month
  • First group by: discipline
  • Then group by: team member
  • Show: project type: internal

Sample of Last month's non-billable time, it displays the hours incurred, difference from scheduled, future scheduled and total by department and person.