Best report to view Hard and Soft bookings to a project

[Lisa Currie]

Hello,

We are currently on v15.5.1.

Any advice on which is the best report to run to view both HARD and SOFT resource bookings against a project? I think the Investment Allocations and Assignments one might be appropriate but does it easily distinguish in the output which is HARD and which SOFT?

Thanks for any help/advice you can give me!

Lisa

[Kathryn Ellis]

The Modern UX STAFF Module might be what you can use.
It has TSV PER-PERIOD metrics for Allocations (soft) and Hard Allocations. 
You can export the columns to Excel if you want to keep a 'report' of the data.

[Lisa Currie]

Thanks Kathryn. Would you have an illustrative screenshot so I can check where I should be looking?

Lisa

[Kathryn Ellis]

Go to the Project STAFF Module
At the Top Left is the Export Button
At the Top Right is the View Options where you can configure the PER-PERIOD Metrics to show Allocations, Hard Allocations by FISCAL period type 
By default it shows in FTE, but you can change to Hours by clicking on your Avatar, SETTINGS, GENERAL  
 

Here is the example export of this data:

 

[Lisa Currie]

Hi Kathryn,

Thanks for the additional information but I don't have an Export option in the Staffing piece. Is that only available in releases higher than v15.5.1?

Lisa

[Pablo Cuomo]

Perhaps you can use in Jaspersoft "Capacity vs. Booking Status by Resource OBS"

Find some pictures below.

Cheers, 
Pablo


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[Designation]
PPM Sr Consultant
SAM
[City]Argentina
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[Lisa Currie]

Thanks Pablo.

I'm checking that output with a colleague in the hope it gives him the information he needs.

Regards

Lisa