Use Resource Planning Reports

The Reports available in Resource Management (RM) provide insight into budgets, allocations, utilization, and capacity. Use them to compare plan vs. actuals, monitor progress toward goals, and export data for deeper analysis.

Reports can be accessed in two places:

• From the Resource Grid using the Reports button in the upper‑right corner.
  
• From Company → Reports under the Resource Management section.
  

Most reports are available from both locations. Exports and summaries are especially useful for custom analysis outside of ClickTime.

Exports

Spreadsheet Export

• Exports your current grid view exactly as configured (filters, columns, sorts).
• Available for one month at a time.
• Generates an .xlsx file.

Flat Data Export / Resource Management Data Export (CSV)

• Exports all budgets and allocations into two separate CSV files.
• Supports custom date ranges (partial months export as entire months).
• Ideal for BI tools and spreadsheet modeling.
  

Budget & Summary Reports

Resource Management Budget Summary

• Monthly summaries of project budgets, worked billings, and variance.
• Run for up to 12 months at a time.
• Quickly highlights projects that are over or under budget.
  

Resource Management Budget Summary by Client

• Same metrics as Budget Summary, grouped by Client.
• Includes monthly and lifetime totals per client.
• Useful for client‑level profitability analysis.
  

Project Lifetime Overview

• Shows lifetime budget, worked billings, variance, and monthly averages.
• Available by Client or Project.
• Great for assessing long‑term performance trends.

Allocations & Availability Reports

People Allocations Summary

• Summarizes allocated vs. unallocated hours per person, grouped by role.
• Surfaces over‑/under‑allocation trends.
• Can be run for multiple months.
  

People Allocations & Availability

• Shows allocations, worked hours, and remaining hours by Person → Client → Project.
• Helps managers verify that people are working to plan.
  

Project Allocations & Availability

• Shows allocations, worked hours, and remaining hours by Project → Person.
• Highlights whether projects are staffed appropriately.
  

Performance & Utilization Reports

Resource Utilization Summary

• Summarizes utilization by person (billable hours worked ÷ total hours worked).
• Customizable columns; export to Excel.
• Helps you check progress against utilization targets.
  

Billing Goals and Capacity by Month

• Tracks progress toward billing goals alongside capacity and time off.
• Available only for full months.
• Helps identify people who consistently fall short of billing goals.
  

Project Allocations vs. Actuals

• Compares allocated vs. worked hours for each project by month.

• Reveals remaining time or over‑work conditions (negative "Time Remaining").

  

Best Practices

• Use Budget Summary reports to track financial performance at project and client levels.
• Run Allocations & Availability reports to balance workloads across people and projects.
• Monitor the Resource Utilization Summary to ensure teams meet billable targets.
• Export data regularly for deeper analysis or to share with stakeholders.
• Use CSV exports to integrate RM data into third‑party tools.

Next Steps

Once you’ve reviewed your reports:

• Return to the Resource Grid to adjust budgets and allocations.
• Use Capacity View for multi‑month forecasting.
• Explore the Resource Management Dashboard for visual progress tracking.