Project hour utilization - efficiency rate report (ProjUtilizationEfficiency)

  • Article

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 this report to analyze efficiency based on project hour utilization for a specified date range. You can view actual values or view budgeted values by forecast model.

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

From date / To date

Specify a starting date and an ending date for the hour transactions that you want to include on the report.

Actual vs. budget

Select Actual to display actual values on the report.

Select Budget to display budgeted values on the report. If you select Budget, you can select a forecast model for the report.

Forecast model

Select the forecast model that you want the report to use. This field is available only if you selected Budget in the Actual vs. budget field.

Note

If you are using project budget control, select the budget forecast model that is used by this project.

Project view

Select how you want to display the first column of the report.

Project level

Specify the number of subproject levels:

  • Select 0 to display all projects that are summarized in one line.

  • Select 1 to display only parent projects.

  • Select 2 to display subprojects.

Note

The subprojects below the parent project level are summarized on one line, and an asterisk (*) indicates that the summarized number includes subprojects below the first subproject level.

Skip zero

Select whether to exclude rows where the amounts are equal to zero.

Skip blank ID

Select whether to exclude transactions that are not associated with a project ID.

Project ID

Click Select. In the ProjUtilProject form, in the Criteria field, select a project ID to include on the report. To add more than one project ID, click Add.

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

ProjUtilProject

Location of report in the AOT

SSRS Reports\Reports\ProjUtilProject

Menu item of the report

ProjEfficiencyUtilProject

Navigation to the report

Click Project management and accounting > Reports > Hour utilization > Efficiency rate > Project hour utilization (efficiency rate).

Where the data in this report comes from

The data on this report comes from the following sources:

  • ProjUtilProjectDP.processReport

  • Proj table

  • PROJHOURUTILIZATIONTMP table

Note

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

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).