SCENARIO

• Need to create a saved search and report to display the number of resources assigned to each project.

SOLUTION

1. Create the Report:

• Navigate to Reports > New Report.

• Select Project Backlog Time.

• Report Title: Enter a descriptive title (e.g., "Project Resource Count").

• Select the field you want to report on section:
  • Metric: Select Resources.

• Select the format of the report section:
  • Choose Summary.

• Select how you want to subtotal the report:
  • Component: Select Customer/Project.
  • Field: Select Name.

• Click Run Report.

• Click Customize.

• Edit Columns:
  • Remove any unnecessary columns (e.g., Backlog).

• Add Fields:
  • Expand Project Backlog Time and select Projects.

• Click Save or Preview.

2. Create the Saved Search:

• Navigate to Transactions > Management > Saved Searches > New.

• Select Project.

• Search Title: Enter a descriptive title (e.g., "Project Resource List").

• Click Results.

• Click Columns.

• Click Remove All.

• Add the following fields:
  • Field:Name | Summary Type:Group
  • Field:Project Resource Fields: Name/ID | Summary Type:Count

• Click Save.

Now you have a saved search and report that efficiently display the number of resources assigned to each project.