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 month by month, quarter by quarter, or year by year, grouped by resource code or resource type. Use this report to communicate staffing requirements to stakeholders, identify periods of peak demand, and plan hiring or contracting activities.Prerequisites
- Select a project. The report does not load until a project is selected.
Display Units
| Unit | Description |
|---|---|
| FTE | Full-Time Equivalents — workforce need expressed as fractional headcount |
| Hours | Total hours required per period |
| Direct Cost | Resource costs in currency (uses the configured rate file) |
Time Scale
Switch between time increments using the Scale selector:| Scale | Description |
|---|---|
| Yearly | One column per fiscal year — best for long-range planning |
| Quarterly | One column per quarter |
| Monthly | One column per month — most granular view |
Grouping
The grid organizes resources hierarchically. Expand and collapse groupings to drill into detail or zoom out for the big picture:- By Resource Code — each resource code is its own row, grouped into the resource type hierarchy above it
- By Resource Type — resources rolled up by type (Labor, Non-Labor, Travel)
Available Filters
| Filter | What It Controls |
|---|---|
| Project | The project to analyze |
| WBS | Limit the report to a specific WBS element |
| Work Package | Limit to a specific work package |
| Unit | FTE, Hours, or Direct Cost |
| Scale | Yearly, Quarterly, or Monthly |
| Cost Class | Which cost class to use for cost calculations |
Exporting
Click Export to download the staffing plan to Excel. The export preserves the grouping structure and column formatting exactly as shown in the grid.Saved Views
The Staffing Plan Report supports named saved views that preserve your column layout, grouping, and filter settings. Use the view selector in the toolbar to save and reload your own named views.