Project Resource Roles (By Project) Report

The Project Resource Roles (By Project) report provides a list of Resources and their assigned Roles on each Project included in the report.

The report is divided into two parts: "Project Columns" and "Resource Columns". The "Project Columns" section provides information on every Project included in the report.

The "Resource Columns" section provides information on Resources assigned to Roles on each Project included in the report.

Note: Resources will only be included in the report if they have been added to the Project and assigned a Role. Resources that have been added to the Project but not assigned a Role on the Project will not be included. Also, users can filter out Resources while running the report. See the procedure below for more information.

Tip: The Project Resource Roles (By Resource) report organizes Project Resource Roles by Resources instead of Projects.

Users can run the Project Resource Roles (By Project) report from the Reports page.

 

To run the Project Resource Roles (By Project) report:

Before You Start: Projects will only be included in the report if the user running the report has the "Profile Details - View" permission on at least one of the Project's Policies. Additionally, the user will need the "Resource - View" permission on at least one of the Project's Policies in order for data to actually appear on the report. Consider this before tasking an Eclipse PPM user with running this report.

1. Select the Reports icon from the Navigation Menu.

   

2. Select Project Resource Roles (By Project) from the list of Eclipse Reports.

   

3. Use the "Project Resource Roles (By Project)" window to customize your Project Resource Roles (By Project) report.

   

   • Title: Enter a custom name for your Project Resource Roles (By Project) report. This name will be displayed at the top of the report.

   • Format: Ignore this field for this report; the only available export option is a Microsoft Excel file.

   • Projects: Select which Projects will be included in the report by typing in the name of a Project or Project filter and selecting it from the drop-down menu. Repeat this until all of your desired Projects and filters have been added.

     Note: These are the same Project filters that can be found on the Project Search page. From here, users can create their own custom Project filters that can be used in the report.

     Note: A message will appear if the selected filter(s) will result in no Projects being included in the report.
     
     This could be the result of selecting a filter (or multiple) that does not include any Projects. It could also occur if the user running the report does not have permission to view any of them.

   • Resource: Select which Resources will be included in the report by typing in the name of a Resource or Resource filter and selecting it from the drop-down menu. Repeat this until all of your desired Resources and filters have been added.

     Note: These are the same Resource filters that can be found on the Resource Search page. From here, users can create their own custom Resource filters that can be used in the report.

     Tip: Select the "[All Resources]" filter to prevent any Resources from being filtered out.

   • Resource Roles: If you would only like specific Resource Roles to be displayed on the report, click on this field and use the drop-down menu to select the name(s) of the Role(s) you would like to display. Leave this field empty to display the names of all Resource Roles on the report.

     Note: This field will not filter out any Resources. Instead, the "Project Resource Role" column will only display the names of Resource Roles that were selected. For example, the user running this report only selected "Project Manager" from the drop-down menu.
     
     Notice that the "Project Resource Role" value for Brady and Travis have been omitted. This is because they are not Project Managers.

   • Sort Projects By: Use the drop-down menu to determine which attribute the Projects will be arranged by. Then, use the "Direction" menu next to it to determine if they will be arranged in ascending or descending order.

     Example: Selecting "Name" and "Ascending" will sort the Projects in alphabetical order by their names. Selecting "Descending" will sort them in reverse alphabetical order by their names.

   • Sort Resources By: Use the drop-down menu to determine which attribute the Resources on each Project will be arranged by. Then, use the "Direction" menu next to it to determine if they will be arranged in ascending or descending order.

     Example: Selecting "Full Name" and "Ascending" will sort the Projects in alphabetical order by their names. Selecting "Descending" will sort them in reverse alphabetical order by their names.

4. Select the Run button.

   

After selecting Run, the report will automatically download onto your device in a Microsoft Excel spreadsheet.