Configure Resource Usage Reports

Report Location

Select the report location and select or specify the report:

• BrightWork Server Gallery
  This is where the supplied BrightWork Reporter reports are stored.

• BrightWork Reporter Library
  This is where the reports you have created yourself are stored.

• Custom Report Location
  This is where you specify another location in the Report URL field that appears when you select this option, for example, the BrightWork Reporter Library on another site collection.

Report Type

Select the Report Type:

Note:

The Reporter Settings page will update dynamically depending on the report type selected. The Gantt and Resource Usage report types will only appear if valid data exists to render the report, for example, if only one date column exists a Gantt or Resource report cannot be rendered.

• Chart Report

• Gantt Report

• List Item Report

• Resource Usage Report

Report Scope

Define the target site and specify whether or not to include the target site's subsites in the report

• Current Site
  Selecting this option means that only the current site will be included in the report.

• Specified Site
  This option is for specifying the SharePoint site to report off. Selecting this option enables the Specified Site field. The URL you supply must be server relative, for example: /sites/SiteName.

• Specified Site(s)
  This option is for specifying a list of SharePoint sites to report off. Selecting this option enables the Multiple Site Locations field for you to enter site URLs.

  Note:

  Use a ; to separate the sites. The URLs can be server relative (for example: /sites/SiteName) or fully qualified (for example: http://www.contoso.com/sites/SiteName). Fully qualified URLs must point to sites on the same server as the site the report is running in. You can also specify a single site here - the Specified Site option above is being maintained for legacy reasons.

• Report XML
  Selecting this option means the scope is defined in the report file - see Add or Edit a Query Source for more information.

• Note:

  This option is not available for BrightWork Server Gallery reports.

Report Scope Location

Enter the location of the specified web that you want to report off.

Note:

This is only necessary if Specified Site is selected from the Report Scope menu.

Title

Enter a title for the report.

Chrome Type

Select a chrome type for the report:

• Default
• Border Only
• None
• Title and Border
• Title Only

Site Filters

Select Enable to switch on the site filters defined in the Report Definition.

Note:

Site Filters are a way of excluding certain sites from being queried by BrightWork Reporter (for example, the default site filters ensure that BrightWork project sites that have a Status of (3) Completed and/or where Exclude from Reports is selected on the Project Statement are excluded from most reports). You should only disable site filters if you need to do so on a case by case basis. If you wish to remove a site filter from all instances of a report, you should do so via the Report Editor.

Cache Duration

Select Enable Caching to enable caching and enter the desired caching period in the seconds field.

Caching means that BrightWork Reporter will not load every time you visit a page. This is especially useful if there is a lot of data in the report, as it can take a good few seconds to render. The report is cached on the server on a per user basis, up to a maximum of 3600 seconds (i.e. 1 hour).

Note:

Click the Refresh button on the Reporter Tools ribbon to override the caching setting and display the most up-to-date content.

Web Name Caption

The captions (column titles) for all columns except the Web Name and List Name are specified in the report definition. If you would like to have a different title for Web Name in the displayed report, enter it here. This will not change the captions in the tool pane.

List Name Caption

The captions (column titles) for all columns except the Web Name and List Name are specified in the report definition. If you would like to have a different title for List Name in the displayed report, enter it here. This will not change the captions in the tool pane.

Show Report Description

Select how you want to display the report description:

• None

• Collapsed

• Expanded

Note:

For information on editing report descriptions, please click here.

Show Report Errors

Select how you want to display error messages:

• None

• Collapsed

• Expanded

Note:

BrightWork Reporter error messages can be very useful for debugging purposes, if you are creating your own reports or adding lists to your sites.

Report Profiler

Select this if you would like to run a Report Profiler report.

Date Settings

• Start Date Column:
  Select a date column to use as the start date (e.g. Planned Start).

• Finish Date Column:
  Select a date column to use as the end date (e.g. Planned Finish).

Work Allocation

• Work Column
  Select a number column to use as the work unit.

  Note:

  This should only be a column where work effort is entered in hours.

• Show work allocation as a percentage
  Select this if you want the allocated work to be displayed as a percentage of the available time specified in the default hours per day field.

Calendar Settings

This section displays information on the source of the Active Project Calendar and Regional Settings that are used to calculate and render the report.

• Specify custom 'Working Hours per Day' for this report
  Optionally select and specify the number of hours work, per working day, to use in calculating the data if you want to over-ride the setting specified in the BrightWork Settings page

Select the columns to be included in the report and the order in which you want them to appear.

Link Column Settings

Enable or disable the link column; when enabled, the following settings become available:

Link Column

Select the column you want to use to link to the individual list items. When a user clicks on the link the item will open in read mode.

Open the Link in a:

Select how you want the links in reports to behave:

• Dialog
  Selecting Dialog means links will open items in the pop-up dialog.
  This means you can view and edit individual list items and stay in the context of the page or report you are on. Most importantly, this works across sites and lists, meaning you can edit items in different lists and sites from the one location in a site collection.

  

• Note:

  If you want to use BrightWork Reporter to navigate directly to an item, right-click on it and select one of the Open options.

• Same Window/Tab
  Link will open in the same browser tab (or window) as the report.

• New Window/Tab Once Only
  Link will open in the same separate browser tab (or window).

• New Window/Tab Each Time
  Link will open in a new browser tab (or window) every time.

• Note:

  IE9+ and other up-to-date browsers will open a new tab. IE8 will open a new window.

Select the column(s) you want to use to sort the items returned (i.e. the order in which the items are displayed in the report) and the direction you want them to be sorted.

Note:

The below column-types cannot be used for sorting: Multi-value URL Note Icon

Select:

• The column(s) you want the items returned to be grouped by (you can use up to a maximum of 4 groups)

• Note:

  Grouping in Resource Usage reports is very useful as it allows you to create various cuts on how work is assigned (e.g. by Assigned To; by List Type, by Project etc.). The below column-types cannot be used for grouping: Multi-value URL Note Icon

• The direction of the grouping (ascending or descending)

• Whether you want the group(s) to be collapsed or expanded

  Note:

  Selecting Collapsed in any group means that all subsequent groups below that group will also be collapsed.

• Timescale
  Select the Timescales to use in the report

• • Top

  • Bottom

• Non working time:
  Select to include non-working time in the display of the report

• Note:

  This option is only available if days is selected in the bottom timescale.

Time Window

• All Data

• Note:

  This shows all items returned from the earliest date found to the latest date found. Select this setting with caution as it could take a long time to load and slow down the rendering of the report.

• From Today
  Specify the number of days, weeks or months to use to create the time window.

• Note:

  The narrower the time window the quicker the report will render.

  • Looking Back:
    Select the time period the report should look back.

  • Looking Forward:
    Select the time period the report should look forward.

• Over allocated items:

• • Highlight work over-allocation
    Select to highlight when the total hours for a grouping (e.g. Assigned To) or work item are more than specified in the Working Hours per Day field.

  • Over-allocation color
    Specify a color to use to indicate over-allocation.

  • Specify custom over-allocation unit value
    Select to specify a unit value for the selected grouping(s). The unit value should equate to the number of members in the grouping. This will divide the work allocated to groupings by this number to determine if the grouping is over-allocated. You might do this when a grouping includes a number of resources and you want to see if the grouping as a whole is over-allocated.

• Allocation data:

• • Only render items with allocation data
    Select to exclude items that do not have sufficient data to create a calculation (e.g. data in the selected Start Date Column, Finish Date Column and Work Column).

To modify the BrightWork Reporter web part's standard SharePoint settings:

1. Click 6 on the BWR web part toolbar and select Modify Shared Web part to open the web part tool pane.

2. Select the appropriate options (see below) and click OK.
   
   The areas you can modify include:

• Appearance

  Property	Description
  Title	Specifies the title of the Web Part that appears in the Web Part title bar.
  Height	Specifies the height of the Web Part.
  Width	Specifies the width of the Web Part.
  Chrome State	Specifies whether the entire Web Part appears on the page when a user opens the Web Part Page. By default, the chrome state is set to Normal and the entire Web Part appears. Only the title bar appears when the state is set to Minimized.
  Chrome Type	Specifies whether the title bar and border of the Web Part frame are displayed.

• Layout

  Property	Description
  Hidden	Specifies whether the Web Part is visible when a user opens the Web Part Page. If the check box is selected, the Web Part is visible only when you are designing the page and has the suffix (Hidden) appended to the title. You can hide a Web Part if you want to use it to provide data to another Web Part through a Web Part connection, but you don't want to display the Web Part.
  Direction	Specifies the direction of the text in the Web Part content. For example, Arabic is a right-to-left language; English and most other European languages are left-to-right languages. This setting may not be available for all types of Web Parts.
  Zone	Specifies the zone on the Web Part Page where the Web Part is located. Note: Zones on the Web Part Page are not listed in the list box when you do not have permission to modify the zone.
  Zone Index	Specifies the position of the Web Part in a zone when the zone contains more than one Web Part. To specify the order, type a positive integer in the text box. If the Web Parts in the zone are ordered from top to bottom, a value of 1 means that the Web Part appears at the top of the zone. If the Web Parts in the zone are ordered from left to right, a value of 1 means that the Web Part appears on the left of the zone. For example, when you add a Web Part to an empty zone that is ordered from top to bottom, the Zone Index is 0. When you add a second Web Part to the bottom of the zone, its Zone Index is 1. To move the second Web Part to the top of the zone, type 0, and then type 1 for the first Web Part. Note: Each Web Part in the zone must have a unique Zone Index value. Therefore, changing the Zone Index value for the current Web Part can also change the Zone Index value for other Web Parts in the zone.

• Advanced

  Property	Description
  Allow Minimize	Specifies whether the Web Part can be minimized.
  Allow Close	Specifies whether the Web Part can be removed from the Web Part Page.
  Allow Hide	Specifies whether the Web Part can be hidden.
  Allow Zone Change	Specifies whether the Web Part can be moved to a different zone.
  Allow Connections	Specifies whether the Web Part can participate in connections with other Web Parts.
  Allow Editing in Personal View	Specifies whether the Web Part properties can be modified in a personal view.
  Export Mode	Specifies the level of data that is permitted to be exported for this Web Part. Depending on your configuration, this setting may not be available.
  Title URL	Specifies the URL of a file containing additional information about the Web Part. The file is displayed in a separate browser window when you click the Web Part title.
  Description	Specifies the Screen Tip that appears when you rest the mouse pointer on the Web Part title or Web Part icon. The value of this property is used when you search for Web Parts by using the Search command on the Find Web Parts menu of the tool pane in the following Web Part galleries: Site, Virtual Server, and Web Part Page.
  Help URL	Specifies the location of a file containing Help information about the Web Part. The Help information is displayed in a separate browser window when you click the Help command on the Web Part menu.
  Help Mode	Specifies how a browser will display Help content for a Web Part. Select one of the following: Modal Opens a separate browser window, if the browser has this capability. A user must close the window before returning to the Web page. Modeless Opens a separate browser window, if the browser has this capability. A user does not have to close the window before returning to the Web page. This is the default value. Navigate Opens the Web page in the current browser window. Note: Even though custom Microsoft ASP.NET Web Parts support this property, default Microsoft Windows SharePoint Services 3.0 Help topics open only in a separate browser window.
  Catalog Icon Image URL	Specifies the location of a file containing an image to be used as the Web Part icon in the Web Part List. The image size must be 16 by 16 pixels.
  Title Icon Image URL	Specifies the location of a file containing an image to be used in the Web Part title bar. The image size must be 16 by 16 pixels.
  Import Error Message	Specifies a message that appears if there is a problem importing the Web Part.