Planning Reports

This article provides an overview of the Planning Reports available on PPO that will help you to understand how your resources are being utilised. The reports are:

Capacity vs Planned

This report is used to understand what your capacity utilisation is for a specified period from an individual resource perspective. You can group the report by department, job title or any other employee attribute.

The report shows the total capacity hours and planned hours for each resource. It then also shows whether each resource is over or under allocated both in hours as well as a percentage. Over allocations are highlighted in red to easily identify problems. 

The last two columns split out any over or under allocation as separate values.  These are useful to identify when an employee may be over-allocated for some sub-set of the period selected but under allocated for the rest.


If you want to understand why somebody is over allocated or just want to see what they have been planned on, you can simply click on any employee which will drill through to the Resource-centric Planning report for that individual.

Daily Planning Detail

This report provides the lowest level of detail available from PPO. It shows per day, per resource the number of hours that an employee is planned on a particular piece of work on a specific project.  Depending on how your instance has been configured, this could be a task or a a high level resource allocation item.  The report also includes the employees charge-out rate to allow the cost to be calculated.


This report is most useful when extracted in Data Sheet (Excel) format which then allows you to pivot and analyse the data.

Monthly Planning Detail

The report provides a summarised view showing the planned hours per employee per project. It is pivoted by month to allow you to get a longer term view and understanding of where employees are going to be utilised.


Typically you would run the report either for a specific project or for a specific employee to either get an understanding of what an employee is planned on or what resources have been planned on a particular project.

From this report, you can also drill down to the Planning Detail Report by clicking on either an employee, a project or the planned hours for a specific month.

Planned Resource Costing

This report is used to get an understanding of the total planned hours and cost over a specified time frame.  The report is very flexible in that it allows you to filter for any subset of employees or projects and also allows you to group and summarise by employee or project fields. The rate that is shown will be the average rate for the selected summary level and the selected period.


You can drill through on any row to the Planning Detail report by clicking on the summary field e.g. in the case shown by clicking on the employee name.

Planned vs Actual

If you are using the time entry functionality in PPO, you can use this report to get an understanding of the accuracy of your planning by comparing the time that employees have been allocated to work (planned) versus the actual time that they recorded on their time sheets.


The report is very flexible in that it allows you to filter for any subset of employees or projects and also allows you to group and summarise by any employee or project fields. You can obtain additional detail for any row by clicking on the summary field which will either show the information at the employee or project level, depending on your selected summary fields and group by values.

Planning Heat Map

This report provides a graphical representation of the extent to which resources are over or under allocated.  You can therefore see at a glance which resources have spare capacity or where you may run into problems.


The shading on each "cell" indicates the percentage of capacity that the employee is planned for each period.  The darker the shade the higher this percentage.  Over-planned employees will show up as a dark blue.  You can drill through on each row to get an understanding of why an employee is over or under allocated.

Project-centric Planning

The report shows the planned hours per employee, grouped either by project or a project attribute such as programme or project type.


You can drill through on each row to see which projects that is included on your group field the employee is working on.

Resource-centric Planning

This report shows planned hours per project, grouped by employee (or an employee attribute e.g. job title or department). The planned hours is pivoted by month for the selected period. The report also shows the capacity and also the hours under/over capacity. This allows you to easily see which departments or roles are currently over/under utilised.


You can drill down on any row to see the specific resources for a particular project.

For more information about Resource Planning in PPO, read the following knowledge base article.

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