--- title: "Drill-through Resources insights" url: "https://help.altus.pro/de/article/drill-through-resources-insights" language: "de" last_updated: "2026-09-25T03:47:04.641Z" --- # Drill-through Resources insights Resources Insights provides a consolidated reporting experience for analysing workforce capacity, resource demand, utilisation, timesheet compliance, and resource-related financial performance. The dashboard helps Resource Managers, PMOs, Team Managers, Delivery Leads, and Portfolio Managers make informed decisions about: - Resource availability - Capacity planning - Resource demand - Workforce utilisation - Timesheet compliance - Resource costs and margin performance - Future resource requirements Resources Insights combines supply, demand, utilisation, compliance, and financial information into a single reporting experience, helping organisations make proactive resourcing decisions based on real operational data. ## Accessing Resources Insights 1. Navigate to **Resources**. 2. Select **Insights**. The dashboard is divided into the following tabs: - Resource Information - Availability - Timesheet Compliance - Financial Analysis Depending on your permissions and organisational configuration, additional reporting may also be available. * * * ## Resource Information The **Resource Information** tab provides a centralised view of resource attributes and organisational structure. This view helps organisations understand workforce composition and how resources are distributed across departments, roles, and management structures. Available filters include: - Role - Resource - Line Manager - Department The dashboard provides visibility into information such as: - Resource Name - Resource Role - Department - Location - Line Manager - Target Utilisation Use this view to: - Understand workforce composition - Review resource distribution across roles - Identify reporting structures and team ownership - Review utilisation targets - Support workforce planning activities The visualisations include: ### Resources by Role Displays the distribution of resources across organisational roles. This helps identify: - High-demand skill groups - Workforce mix - Areas of resource concentration ### Resources by Line Manager Displays resources grouped by their line manager. This helps provide visibility into: - Team sizes - Management distribution - Reporting structures * * * ## Availability The **Availability** tab provides capacity planning and resource allocation insights. This view allows Resource Managers to compare current and future demand against available resource capacity. Available filters include: - Department - Resource - Resource Type - Resource Request - Line Manager The dashboard supports analysis using: - Hours - Days - Full Time Equivalent (FTE) Use this view to: - Review workforce capacity - Identify resource shortages - Identify available capacity - Support resource allocation decisions - Understand future demand trends - Assist with resource planning activities ### Resource Capacity and Requests This chart displays: - Resource Capacity - Proposed Demand - Committed Demand - Draft Requests across future reporting periods. Use this information to determine whether sufficient resource capacity exists to meet current and future demand. ### Hours Matrix The Hours Matrix provides period-by-period visibility of: - Availability - Proposed Effort - Committed Effort for individual resources and resource groups. This allows planners to review demand and allocation information at both an enterprise and individual resource level. > **Important:** > Resource availability calculations are based on configured calendars, working time, availability settings, and organisational capacity definitions. > > Availability indicators and utilisation thresholds may differ between organisations depending on local configuration. * * * ## Timesheet Compliance The **Timesheet Compliance** tab provides visibility into timesheet completion and approval activity across the organisation. Available filters include: - Timesheet Manager - Line Manager - Resource - Timesheet Status - Timesheet Period Use this view to: - Monitor timesheet submission compliance - Identify outstanding timesheets - Monitor approval completion - Support governance and audit activities - Improve reporting accuracy ### Timesheet Status Displays a summary of timesheet status values such as: - Approved - Draft - Other configured workflow states This helps identify incomplete submissions and approval bottlenecks. ### Project vs Non-Project Hours Compares: - Project Hours - Non-Project Hours recorded through timesheets. This helps organisations understand how resource effort is being utilised across productive and non-project activities. ### Timesheet Compliance Matrix Provides period-by-period visibility of submitted timesheet hours by resource. Use this view to identify: - Missing submissions - Incomplete periods - Compliance issues - Exceptional reporting behaviours * * * ## Financial Analysis The **Financial Analysis** tab provides financial reporting derived from resource activity and timesheet information. Available filters include: - Project - Timesheet Manager - Line Manager - Role - Resource - Timesheet Period Use this view to: - Understand labour costs - Analyse sell rates - Review resource margin performance - Compare project and non-project effort - Support financial reporting and forecasting ### Timesheet Hours by Type and Period Displays trends for: - Project Hours - Non-Project Hours over time. This helps identify changing workload patterns and effort distribution. ### Cost, Sell and Margin Analysis Displays: - Resource Cost - Resource Sell - Resource Margin across reporting periods. This helps organisations: - Monitor delivery profitability - Review labour cost performance - Understand margin trends - Support commercial and financial planning ### Financial Detail Grid Provides detailed period-by-period information including: - Project Hours - Non-Project Hours - Resource Cost - Resource Sell - Resource Margin Use this information to investigate specific reporting periods and validate financial performance. * * * ## Using Filters Most Resources Insights pages provide filters that can be used to narrow the reporting scope. Common filtering options include: - Resource - Role - Department - Line Manager - Project - Timesheet Manager - Timesheet Period Applying filters allows reporting to focus on specific teams, resources, projects, departments, or reporting periods. > **Tip:** > Apply filters before performing detailed analysis to reduce noise and focus on the resources, projects, or departments most relevant to your review. * * * ## Key Considerations - Resources Insights combines operational, planning, compliance, and financial information in a single reporting experience. - Availability reporting compares resource capacity against proposed and committed demand. - Resource availability is influenced by configured calendars and working time definitions. - Financial reporting relies on the quality of underlying resource rates and timesheet data. - Dashboard visibility depends on user permissions and organisational security settings. - Filters affect the information displayed within the selected dashboard tab. - Resource planning decisions should consider both current demand and future demand trends. * * * ## Tips - Review Availability regularly to identify upcoming capacity issues. - Use Resource Information to understand workforce composition and management structures. - Monitor Timesheet Compliance to improve reporting quality and governance. - Compare Proposed and Committed demand when reviewing fulfilment activities. - Use Financial Analysis to identify cost, sell, and margin trends over time. - Review future demand against available capacity before approving new work. - Apply appropriate filters to focus on specific teams, projects, departments, or resources. - Use Resources Insights alongside Resource Demand and Availability Heatmap processes for a complete view of workforce planning and utilisation.