Viewing Reports

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

Assignment Bill Rate by Role
Assignment Cost Rate by Role
Assignment Scheduled Hours by Role
RR Billable Hours by Role
RR Suggested Bill Rate Hours by Role
RR Requested Hours by Role

Report Details

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:

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
Select or view the report you want to see as previously described.
[Optional] Click View Report to save, export, or filter on a report. See the "Reports" section of the Salesforce Help for more information.