Project Resource Roles (By Resource) Report

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

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

Note: See the procedure below for information on how to determine which Resources will be included in the report.

The "Project Columns" section provides information on the Projects that each Resource has been assigned Roles on.

Note: Project data will only appear next to a Resource if the Resource has been assigned a Role on it. If the Resource has been added to the Project but not assigned a Role, the Project will not appear.

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

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

Tip: Users can also run the Project Resource Roles (By Resource) report from a Project's Home page by selecting the Reports button in the upper right-hand corner:


If the report is run from here, it will only include the current Project. Users will not be able to add any other Projects to the report.

 

To run the Project Resource Roles (By Resource) 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 Resource) from the list of Eclipse Reports.

   

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

   

   • Title: Enter a custom name for your Project Resource Roles (By Resource) 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 all Resource Roles on the report.

     Note: This field will not filter out any Resources. However, data will only be displayed for a Project if the Resource is assigned to one of the selected Roles on it. For example, imagine running a report without any values entered into the "Resource Roles" field. Jack is a Project Manager on one Project and a Stakeholder on another Project. Both Projects will appear on the report.
     
     However, if "Project Manager" is entered into the "Resource Roles" field while running the report, only the "Architecture Design for New Water Plant" Project will be displayed. The "Real Property Committee Convention" Project will not be displayed because he is not a Project Manager on it.
     
     Resources who are not assigned to any Projects as a Project Manager will not be excluded from the report, but they will not have any Project data displayed in their rows.
     

   • 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.

     Note: This report is primarily organized by Resources. These fields will determine how Projects are sorted when there is more than one Project listed for a Resource.

   • 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.