Viewing Reports

The following reports are available on the Project Lightning record page:

Lightning Tab Name Report Name Report Description Report Category Columns Grouped By Default Filtering
Assignments Summary Assignment Bill Rate by Role V1 Displays the bill rate summary for assignments grouped by each resource role. PSA: Resource Management
  • Resource Role
  • Assignment Name
  • Resource
  • Scheduled Hours
  • Cost Rate Amount
  • Bill Rate
  • Start Date
  • End Date
 Resource Role Project Id
Assignments Summary Assignment Cost Rate by Role V1 Displays the cost rate summary for assignments grouped by each resource role.

PSA: Resource Management
  • Resource Role
  • Assignment Name
  • Resource
  • Scheduled Hours
  • Cost Rate Amount
  • Bill Rate
  • Start Date
  • End Date
 Resource Role Project Id
Assignments Summary Assignment Scheduled Hours by Role V1 Displays the scheduled hours summary for assignments grouped by each resource role.

PSA: Resource Management
  • Resource Role
  • Assignment Name
  • Resource
  • Scheduled Hours
  • Cost Rate Amount
  • Bill Rate
  • Start Date
  • End Date
 Resource Role Project Id
Unfilled Resource Requests RR Billable Hours by Role V1 Displays the average cost rate summary of resource request hours grouped by each resource role.

PSA: Resource Management
  • Resource Role
  • Resource Request
  • Resource Request Id
  • Suggested Resource
  • Requested Hours
  • Resource Held
  • Resource
  • Hours*Avg Cost Rate
 Resource Role Filtered on the project Id, and then either on the held resource, or there being no resource and suggested resource.
Unfilled Resource Requests RR Suggested Bill Rate Hours by Role V1 Displays the suggested bill rate summary with resource request hours grouped by each resource role.

PSA: Resource Management
  • Resource Role
  • Resource Request
  • Resource Request Id
  • Suggested Resource
  • Requested Hours
  • Resource Held
  • Resource
  • Hours*Avg Cost Rate
 Resource Role Filtered on the project Id, and then either on the held resource, or there being no resource and suggested resource.
Unfilled Resource Requests RR Requested Hours by Role V1 Displays the requested hours summary for a resource request grouped by each resource role.

PSA: Resource Management
  • Resource Role
  • Resource Request
  • Resource Request Id
  • Suggested Resource
  • Requested Hours
  • Resource Held
  • Resource
  • Hours*Avg Cost Rate
 Resource Role Filtered on the project Id, and then either on the held resource, or there being no resource and suggested resource.

For more information about the column fields in these reports, see Unfilled Resource Requests Fields. For more information about adding the report tabs to your project record page, see Adding the Assignments Summary and Unfilled Resource Requests Reports.

To view the Assignments Summary and Unfilled Resource Requests reports:

  1. Do one of the following:
    • Navigate to the Reports tab.
    • On a project record, click one of the following tabs.
      • Unfilled Resource Requests
      • Assignments Summary
  2. Select or view the report you want to see as previously described.
  3. [Optional] Click View Report to save, export, or filter on a report. See the "Reports" section of the Salesforce Help for more information.