To run the Resource Task Load report
1.
Select Analytics > Operational Analytics.
2.
In the list of reports, click Resource Task Load.
The Filter Resource Workload screen appears.
3.
Specify filters for any or all of the following:
*
User
*
Projects
*
Project date range
*
Project status
*
Project type: these are determined based upon the template used to create the project
All sections on this page are optional. If you do not enter any information in any of the sections, your report contains the resource task load for all users and all projects in the system.
4.
Click Finish to create the report.
The report results are written to the screen, unless another format is selected. The report displays tasks meeting the filter criteria, grouped by user, and containing the following columns from the workflow tab of the project:
Columns on the Resource Task Load report
Column
Description
Task Name
Displays the project name and its ID.
Project Name
Displays the project name and code; clicking the link opens the summary page of the project (if your report administrator has configured the drill-back URL).
Dates
Displays the forecast/actual and target start and end dates.
Status
Displays the status of each task.
% Complete
Displays the current progress of each task.
Notes
Displays the notes for a task.
Condition
Displays a condition, based on the dates for a task.
If the end date for a task is later than its target end date, this column contains one of two values:
*
Late: if status is In Progress or Completed, and Forecast Start Date is later than Target Start Date.
*
Overdue: if status is In Progress or Completed, and Forecast End Date is later than Target End Date.
For all other tasks, this field is blank.
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