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Using Reports to Identify Project Resources
While there are many ways to set up a plan, there are specific Unanet planning
methodologies and reports that provide an analytical view of the project plans in place.
Identifying users with the necessary skills and availability to fulfill project needs can be
expedited using dedicated Unanet reports.

The Resource Reports section of the Reports dashboard is only
available with the Project Portfolio license.

Tour 1.1 – Review Resource Reports
Log in as the Project Lead, Gus Lead (glead/welcome).

Tour Steps

1. Navigate to Reports > Dashboard and scroll down to Resource Reports.
2. Review the reports that identify users based on their skills and availability.

Users with the Resource Assigner or Resource Planner roles
may access the Resource Reports section of the Reports
dashboard. Users without these roles can access the versions of
these reports available in the People Reports section.

Report Name Description
DETAIL REPORTS
Provides a list of all skills, including proficiency level, associated with
Skill Profile specific users

PERIODIC REPORTS
Answers a variety of questions regarding how booked a user is, in
terms of actual hours, assigned hours, or planned hours (optionally,
requested leave can be included as booked hours) in a period by
period layout with color coding to help flag individuals that fall into a
Resource Allocation
particular booked percentage range. The version available in the
People Reports section includes the ability to select a user’s name in
the report output to view additional details.

Provides information regarding how booked resources are in terms of
either plans, assignments, or actuals (optionally, requested leave can
be included as booked hours) in a periodic bar chart format. Allocation
Resource Allocation Bar Chart colors and percentiles can be customized. Each bar in the chart can
represent the number of people whose allocation falls within the user-
defined percentile for the period.

LESSON 1: SELECTING RESOURCES
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