Planning report

Project planning report for employees on projects

Updated over a week ago

A ''Planning'' report provides the information about the distribution of days worked on projects.

Getting Started with Filters

By applying filters such as Employees, Positions, Department, Division, Locations, Employment types, Projects and Clients you can refine your search and obtain the specific information you require.

Configuring access rights to "Planning" report in PeopleForce

In PeopleForce, you have the ability to configure access rights to the "Planning" report. Follow these simple steps:

  1. Go to "Roles and Permissions" in the settings.

  2. Select the role you want to configure and click "Edit."

  3. Scroll down to the "Reports" section in the role editing window.

  4. Select "Planning" in the "Company Reports" field.

  5. Save the settings.

Once you have saved the settings, users with the corresponding role will have access to the "Planning" report.

📌 Please note that you must have the appropriate administrator rights to be able to configure access rights.

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