Resource Planning comes with two reports. Both are located in the Reports menu in the "Resource planning" group. One compares the planning with the hours actually recorded, the other compares the available capacity of your employees with the time already scheduled.
Note: This article describes the new Resource Planning, which appears in ZEP as the main menu item Planning. If your main menu also contains Work packages, you are still working with the previous resource planning. Its features are described in Feature Overview – Scheduling and Work Packages.
Planning/Actual Comparison
This report compares planned hours with recorded hours, per employee and project in the selected period. It answers the question of how closely your planning matches reality. By default the result is shown as a bar chart.
Columns
Each row of the table shows one combination of employee, project, and time period.
Column | Meaning |
Employee | The planned person |
Project | The project the person was planned for |
Time Period | The time slice according to the selected scale |
Plan (h) | The planned hours |
Actual (h) | The hours actually recorded |
Deviation (h) | The difference between actual and plan |
Filters
The filters define which data is included in the report. When you open it, the bookable project statuses are preselected. You can clear that preselection.
Filter | Effect |
Time Period | The date range to be analysed |
Department | Restriction to departments, only with the Locations and Departments module |
Employee | Selection of individual people |
Projects | Selection of individual projects |
Project status | Restriction to particular project statuses |
Project duration | Projects that overlap the period, start within it, or end within it |
Project category | Restriction by the category of the project |
Employee category | Restriction by the category of the person |
With planning only | Hides rows without a planning |
Billable/non-billable | Limits the report to billable or to non-billable times |
Scale (Table) | Aggregation by day, week, or month, mandatory |
Key Figures
Above the table you find key figures summarising the selected period: the total planning, the booked actual, and the deviation in relation to the plan. The deviation carries a sign, so you see at a glance whether too much or too little was booked. One further key figure appears only under certain conditions.
Key figure | Meaning | Appears only |
Planning accuracy | How close the recorded hours are to the planning, as a percentage | if neither billability nor "With planning only" is set |
The reason for this restriction is a factual one: as soon as you look at part of the recorded times only, planning accuracy could no longer be related meaningfully to the full planning.
Planned Capacity Utilization
This report compares available capacity with scheduled hours, per employee and department in the selected period. It therefore does not show how well you planned, but how much room your team still has.
Columns
The table is sorted by department and lists one person with their time slice per row.
Column | Meaning |
Department | The department of the person |
Employee | The planned person |
Time Period | The time slice according to the selected scale |
Available (h) | The capacity left after absences and public holidays |
Scheduled (h) | The hours already planned |
Still available (h) | The remaining capacity, negative in case of overbooking |
Filters
The filters are deliberately leaner than in the planning/actual comparison because this report is calculated on an employee basis only. Available are Time Period, Employee, and Departments. The department filter and the department column require the Locations and Departments module. Without it, ZEP reports by employee only. There is no project, category, or billability filter here.
Key Figures
The key figures summarise the capacity situation in the period: the available capacity, the share scheduled of that capacity, the total still available as the balance of free and overbooked time, and the over/under booking as the number of employees above and below plan. In the matrix view, values above one hundred per cent are marked as overbooked.
Location in the Reports Menu
The two reports are located differently because only one of them is meaningful on a project basis as well.
Report | Employee reports | Project reports |
Planning/Actual Comparison | yes, grouped by employee | yes, grouped by project |
Planned capacity utilization | yes | no |
The planning/actual comparison is two separate views at its two menu locations: filters and favourites apply per entry point, and a favourite carries the axis in its name. Planned capacity utilization always calculates against the capacity of a person. There is therefore no project-related equivalent. The closest thing on the project side is the open planned hours, which you read as a single figure directly in the planning view of the project.
Relation to the Previous Reports
The previous resource planning provided a report of the same name, planning/actual comparison, plus reports on work packages and workload. With the switch, the two reports described here take their place.
Note: Only one of the two resource plannings is active in your account at a time. Old and new reports therefore never appear side by side. How the switch works is described in Switching from the Previous Resource Planning.