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For the complete documentation index, see llms.txt. This page is also available as Markdown.
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Resources

The Resource reports show planned Labour, Plant, and Material demand across your project, helping you anticipate peaks and plan ahead.

View Resource Demand

Each resource report has two widgets: a stacked bar chart of total planned quantity by date, and a summary table with the minimum, maximum, and total planned quantity per resource.

  • The bar chart shows demand across time, with each resource type represented by its own colour.

  • The summary pivot table shows Minimum, Maximum, and Total planned quantity per resource - expandable to see each individual task-day.

The date range defaults to today + 6 weeks.

Set the Date Range

Use the date range picker to focus on a specific window of time.

To change the date range:

  • Use the Date Range picker in the filter bar

  • Select a start and end date for the period you want to analyse

  • The chart and table will update to reflect your selection

View the Summary Table

Below the chart, the Summary table breaks down planned quantities per resource, with the option to expand each row to see the day-by-day detail.

Each resource appears as a collapsed row showing three values across your selected date range:

  • Minimum Planned Quantity - the lowest planned quantity on any single day

  • Maximum Planned Quantity - the highest planned quantity on any single day

  • Planned Quantity - the total planned quantity across the full date range

To see the day-by-day breakdown for a resource:

  • Click the > arrow next to any resource name to expand it

  • Each date row shows the planned quantity for that specific day

Filter the Report

Narrow the report to show resource demand for a specific part of the project.

To filter resource reports:

  • Click in the top right corner

  • Select one or more values. You can filter by: Task Owner, Subcontractor, Shift, Package, Assignee, Folder, Labour, Plant, and Material

  • Applied filters appear as removable tags; select to reset

To change which publication the report is anchored to:

  • Use the Publication selector in the filter bar

  • Defaults to the latest published version

See also Changing the Published Version

Export the Data

Every chart and table can be exported as a CSV, with your active filters applied. Read our Exporting as a CSV doc for a step by step guide.

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