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How do I run an EPM Live Analytics Resource Report from the Categories section?

The Business Intelligence Center is where you can run various reports throughout the system. It is within EPM Live Analytics that resource reports can be added, edited, or viewed. This article covers accessing the resource reports within the Resource category in EPM Live  Analytics.

Please note: The reports displayed in this article may or may not be present within your site depending on how your site has been configured.  

1. Navigate to the Business Intelligence Center

  • Click the Reports link on the Navigation Menu.

2. Click EPM Live Analytics

  • Click the EPM Live Analytics option.

3. Click the Resources Category

  • Click the Resources category.

4. Select the Desired Resource Report

View the available resource reports. The existing options may include:

  • Project Resource Plans- this report allows you to use filter selected project titles and display the total resource plan hours in a graph and project resource hours by project in a table format.
  • Resource Plans by Department- this report allows you to filter by departments and selected resources and displays in graphical and table format the resource name, project names, and resource plan hours.
  • Resource Plans by Project- this report allows you to filter by project name and displays in graphical and table format the resource plan hours by project name.
  • Resource Plans by Resource Summary (Resources) - this report allows you to filter by department and resource name and displays in graphical (totals) and table format (by individual resource name and month) the resource plan hours.
  • Resource Pool (Resources) - this report allows you to filter by department and role name and displays in table format  the resource names, departments, and roles.

4.1. View the Project Resource Plans (Resources) Report

  • View an example of the Project Resource Plans (Resources) report.

4.2. View the Resource Plans by Department (Resources) Report

  • View an example of Resource Plans by Department (Resources) report.

4.3. View the Resource Plans by Project (Resources)Report

  • View the Resource Plans by Project (Resources)report.

4.4. View the Resource Plans by Resource Summary (Resources)Report

  • View the Resource Plans by Resource Summary (Resources) report.

4.5. View the Resource Pool (Resources)Report

  • View the Resource Pool (Resources) report.
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