Overview
The Staffing Plan Report converts your resource assignments into a clear picture of workforce needs over time. Select a unit (FTEs, hours, or direct costs) and Dash360 displays your resource requirements year by year or month by month, grouped by resource code or broken out to individual assignment level. Use this report to communicate staffing requirements to stakeholders, identify periods of peak demand, and plan hiring or contracting activities. URL:/Estimating/StaffingPlanReport/Index
Prerequisites
- A project must be selected before the report loads.
Filters
Display Units
Time Scale
Switch between time increments using the Scale selector:
For projects using a custom calendar, the Scale selector is replaced by a Calendar filter. The available time periods reflect the calendar’s configured structure rather than standard fiscal years or months.
Report Type
The Report Type filter controls how resource rows are structured in the grid.Columns
The grid organizes data as a hierarchy of grouped rows followed by a fixed Total column and dynamic time-phased columns.Row Grouping
The grid groups rows by WBS level and work package. The first three WBS levels are visible by default; deeper WBS levels are hidden and can be added via the column chooser.Additional Columns (hidden by default)
Add these via the column chooser:Time-Phased Columns
One column per fiscal year (Yearly mode) or per month (Monthly mode), labeled with the period identifier. In custom calendar mode, columns reflect the calendar’s configured periods. The column for the current reporting period is highlighted: the header appears in orange and the data cells in a light orange shade, making it easy to locate where the project stands today.Total Column
A Total column (fixed on the left side of the time-phased columns) shows the sum across all periods for each row. Group rows display a subtotal for each time-phased column, summing all rows within the group.Expanding and Collapsing Groups
Click the Expand All Groups / Collapse All Groups link above the grid to toggle all groups at once. The link label updates to reflect the current state. You can also right-click any group row header for per-group expand and collapse options.Grid Features
Section Views
Section Views save the full grid state along with the Scale, Unit, and Report Type filter selections. When you load a Section View, both the column layout and the filter settings are restored together.- User views are saved per-user and visible only to you.
- System views are created by administrators and available to all users.
Exporting
Click Export to download the staffing plan asStaffingPlanReport.xlsx. The export preserves the current grouping structure, column layout, and all visible data exactly as shown in the grid.