How To Use Project Resource Allocation Reports

Margaret Campbell

July 31, 2026 01:05
Updated

Time-phased allocation data can provide a budget forecast, revenue forecast and resource allocation requirements.

Create a Project Resource Allocation Report

In the Reports home of Project Insight, choose Resource Allocation report

Display & Filter Options

Filter for the desire results

Like all reports in Project Insight, you first narrow down which types of projects or tasks you want to see from the following filtering criteria:

Date Range Options filter out projects that fall within certain date ranges
Resources filters the resources by their Departments, Companies, or specific name
Companies & Rate Cards will narrow the results to only project associated with a specific company
Projects can narrow by Type, PM, etc.

What information do you want to know about those projects?

How do you want that information displayed?

Now that you've chosen your projects and what you want to know about those projects, tell the report how to group the information:

For example, you could use the Date selection at the top of the filtering options to say "Show me information for the current year" but then use the Group By section to break down that information month by month (see above).

Roll Ups also allow you to total and sub total the information based on Company, Project State, Project Type, Resource or Resource Type (just to name a few).