Please note : This help page is for an older version of Enteprise Archtiect. The latest help can be found here.

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Report View

The Report View shows how your resources are deployed in your project, displaying:

  • A list of all elements that have resources allocated to them, and the type of each element
  • The resource allocated, and the role played by that resource
  • The start and end dates of the allocation
  • The time allocated, expected and expended
  • The percentage completion of the allocation

You can tailor the displayed information by:

  • Hiding columns of information
  • Grouping types of information
  • Filtering the data by status
  • Filtering the data by start date or end date
  • Filtering any column to show only a specific value

Having displayed the information you require, you can print it.

Access

Ribbon

Construct > Task Management > Gantt : Select the 'Report View' tab

Learn more

Report View Options

Option

Action

See also

Run the report

Click on the first icon in the Report View toolbar (the rotating arrows).

The report results display.

If you have the report open for a while, you can update the information; either:

  • Run the report again or
  • Right-click on the content and select the 'Refresh' option

Adjust column headings

Drag and drop column headings into the sequence you require.

Right-click on the column headings and select the 'Field Chooser' option, to add or remove columns using the 'Field Chooser' dialog.

List Header

Group entries by column heading

Right-click on the column headings and select the 'Enable Group Box' option, to cluster the report information according to your preferred hierarchy of column headings.

Filter columns

Either:

  • Click on the third toolbar icon from the right (the spy glass), or
  • Right-click on the column headings and select the 'Toggle Filter Bar' option

The filter field displays at the top of every column.

Type in whatever text string you require in the appropriate column to filter the report to show only entries containing that text string in that column.

Filter by degree of completion

In the first field in the toolbar, click on the drop-down arrow and select one of these values:

  • 'All' - Display all entries regardless of degree of completion
  • 'Completed' - Display only those entries where the allocation is 100% completed
  • 'Above cut-off' - Display only those entries that are more than a certain percentage complete
  • 'Below cut-off' - Display only those entries that are less than a certain percentage complete

In the second field in the toolbar, either type a threshold value or increment to the value using the up/down arrows, to set the percentage completion for the 'Above/Below cut-off' options.

Filter according to start/end date

Click on the fourth toolbar icon from the right (the funnel).

The 'Resource Filters' dialog displays.

In the 'Start Date' and/or 'End Date' field, click on the drop-down arrow and select the appropriate qualifier:

  • 'After'
  • 'Before'
  • 'Equal To'
  • 'Not Equals'

In the date fields, click on the checkbox to activate the fields and either type in the day, month and year or click on the drop-down arrow to select the date from a calendar.

The fields have an AND relationship; an entry must satisfy both date criteria before it is displayed.

Print the report

Either:

  • Click on the second toolbar icon from the right (the printer) or
  • Right-click on an entry in the report and select the 'Print' option

The 'Print' dialog displays, on which you specify the printer to use and the characteristics of the print job.