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Overview

The Activities by Resource report bridges your schedule and your budget. It shows exactly which resources are assigned to which schedule activities, with cost data time-phased across the project timeline. This makes it easy to verify that every activity has resource coverage, identify misalignments between your schedule and your budget, and analyze how costs are distributed across the project timeline.

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Prerequisites

  • Select a project. The report does not load until a project is selected.

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View Modes

The report offers two modes, selectable from the toolbar:
ModeDescription
Time-PhasedShows individual resource result types as separate columns — labor hours, FTEs, travel costs, and other configured resource results — time-phased by fiscal year or month
Resource AssignmentAggregates costs at the resource assignment level, showing total cost per assignment per period without breaking out individual resource results
Switch between modes based on whether you need individual resource type detail or a higher-level cost summary.

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Reading the Grid

The grid is organized hierarchically: 
WBS
  └── Work Package
        └── Resource Code
              └── Activity
Each row shows start and finish dates alongside the time-phased cost columns. This multi-level hierarchy lets you trace from the top-level project structure down to the specific activity and resource assignment.

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Time Scale

Use the Axis toggle to switch between Monthly and Yearly time increments on the column headers. Monthly view provides the most granular view for near-term cost analysis; yearly view is useful for longer-horizon planning.

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Available Filters

FilterWhat It Controls
ProjectThe project to analyze
WBSLimit the report to a specific WBS element and its children
Work PackageLimit to a specific work package
AxisToggle between monthly and yearly time columns
Currency DivisorDisplay values in base dollars, thousands (K), or millions (M)

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When to Use This Report

Use Activities by Resource when you need to:
  • Verify coverage: Confirm that every schedule activity has at least one resource assignment.
  • Spot misalignments: Find activities where the resource assignment dates don’t match the scheduled activity dates.
  • Analyze cost distribution: Understand how costs spread across the project timeline at the activity level rather than the work package level.
  • Connect schedule and budget: Use alongside the Schedule Viewer to cross-reference activity timing against resource costs.

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Exporting

Click Export to download the report to Excel.

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Saved Views

Activities by Resource 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. Activities by Resource