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Resource assignment analysis report (PSAResourceAssignmentAnalysis)

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Resource assignment analysis report to view a list of worker assignments based on criteria that you select. For example, you can select project types and worker commitment types in a date range. You can also select a specific project, quotation, activity, date, starting time, or ending time to filter the information on the report.

Note

This form is available only in versions of Microsoft Dynamics AX 2012 prior to cumulative update 7 for AX 2012 R2.

How to filter the data on this report

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Include project types

Select the check boxes for the project types to include on the report. You must select at least one project type.

  • Time and material

  • Fixed-price

  • Internal and cost

  • Investment

  • Time

Include commitment types

Select the check boxes for the types of worker commitments to include on the report. You must select at least one commitment type.

  • Hard

  • Soft

From date

Enter the starting date of the date range for which to view worker assignments.

To date

Enter the ending date of the date range.

Display periods

In the Layout – rows section, select this check box to sort the report by worker assignment periods.

Display workers

Select this check box to organize the report by worker.

Show descriptions

In the Layout – columns section, select the columns to include on the report.

  • Descriptions only

  • IDs only

  • IDs and descriptions

Column format

Select how you want to organize the columns.

  • Employee

  • Department

  • Project

How to work with reports

The following topics explain how to print a report and how to filter and sort the data on a report.

Details of this report

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

PSAResourceAssignmentAnalysis

Location of report in the AOT

SSRS Reports\Reports\PSAResourceAssignmentAnalysis

Menu item of the report

Resource assignment analysis

Navigation to the report

Project management and accounting > Reports > Resource scheduling > Resource assignment analysis

Where the data in this report comes from

The data on this report comes from the following sources:

  • PSAResourceAssignmentAnalysisDP.PROCESSREPORT

  • DefaultDimensionView table

  • HcmWorker table

  • ProjTable table

  • PSAResourceAssignmentAnalysisTmp table

    Note

    To determine where the data in the temp table comes from, view the cross-references for the RFQSendDP.processReport class.

  • PSASchedEmplReservation table

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).