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Resource Usage Graphs for Multiple Projects
Resource Usage Graphs for Multiple Projects

How to create a resource rollup report

Updated over a year ago

Resource Rollups provides a consolidated view of resource usage across multiple selected projects. It enables users to analyze resource allocation and track usage trends. Teams can efficiently manage labor and equipment resources, ensuring alignment with project goals.

How to create a resource report

  1. Go to the homepage and select "Resource Planning" from the "Projects and Reports" section


  2. From the report name dropdown, click "+ Create New Report"


  3. Select the projects, choose the versions to include, confirm your selection, and provide a name for the report.


    By selecting the “current” version, the report will always use the “current” version of the project, even as they keep changing over time.
    By selecting a specific version, the report will always use that specific version even as new versions are created afterwards.

How to include/exclude projects from your report

  1. After creating a report, click the dropdown on the right to view the projects included


  2. Select or deselect projects to include or exclude from the report


  3. If a project isn't listed, click "Add More Projects" to view a full list of projects


How to switch between report

  1. Switch between different reports from the left dropdown

Lear more about resource usage graphs here


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