Description
This KB gives instructions on how to use the Resource Management Application to review time allocations for your teams. There are 4 standard reports available to you for reviewing Scheduled Time. This time is representative of a hypothetical schedule and does not represent Actual Hours which have been logged as having occurred and is in the past.
- The Availability Report will show total Unallocated Time for individuals that have had time set in TeamDynamix that can be managed. This will display sum of hours based on: (Total Available Capacity - Scheduled Time). By selecting an individuals name, you are able to see how their time is being taken up through various allocations. These may be Workspaces or Projects. If your resource has fewer hours available in a month than expected, you can select their name and review their scheduled time.
- The Schedule Report will show each individual and the time scheduled for each individual project or workspace over time along with their functional roles and resource pools. You can filter this down to only see a specific Resource Pool using the filter tool.
- The Projects by Resource report is similar to the Schedule Report but only displays time of individuals along with the associated workspaces and projects.
- The Resource by Allocation report will display projects and total hours scheduled based on the functional roles. This will not display an individuals time, only functional roles. It will not show you have 3 Application Administrators assigned to a project, just that 200 hours of Application Administrator labor has been allocated.
These are the 4 standard reports to review Scheduled Time. Keep in mind that Scheduled Time is considered hypothetical and can fluctuate based on the needs of the school, department, or individual. Custom reports can be made to review Scheduled vs Actual Hours and these can be requested by reaching out to Robert Quanstrom.
Criteria
The following bullet points are the necessary criteria for this KB.
- User must have been granted a TeamDynamix Enterprise License
- User must have access to the Resource Management application
How to(Insert Action)
To View the availability report, please follow the steps below.
- In the Work Management Toolbar, click View Applications.
- Click the Resource Management application tile.
- Under the Standard Reports section of the navigation menu, select the report you wish to review.
