An option on the Resources report, the ‘Resource Loading by role’ report allows you to see how resources are loaded over a selected period, with role being the key factor. It can be a great helper in the wiser allocation of resources available on a project.
Load is calculated as an average over a reporting period using this formula:
where WH is total work hours assigned to a resource during the reporting period, VH is total vacations, in hours, available to the resource within the reporting period, and WS is the resource’s total work schedule, in hours, within the reporting period.
Then, for her load for the month would be calculated like this:
- WH = 126 hrs
- VH = 40 hrs (8 times 5)
- WS = 20 x 8 = 160 hrs
- Lrole = 126/(160-40) x 100% = 105%
|Over allocated (over 100%)|
|Allocated (80.00% to 99.99%)|
|Partially allocated (30.00% to 79.99%)|
|Under-allocated (0.00% to 29.99%)|
Running the report
To create a resource loading by role report:
- On the Reports menu, select subitem Resource Loading by Role under Resources.
- Select a role in the Roles field. Possible choices: All, or a specific role, e.g. Administrator.
- Select a date range for which to generate the report.
- Click ‘Apply’.
An example of the report is shown in the picture.
Export to MS Excel
As soon as a report is generated, you can have it exported to Excel or PDF by clicking the additional options button () at the far right end of the toolbar and selecting 'Export to Excel Worksheet'.