Analyze Resource and Role Allocation in a Workspace

Review time-phased allocation values for all of the workspace resources and roles that are available to the workspace. The resources and roles in the table are listed according to the projects they are available to. If a resource or role has no project listed, it has not been made available to any projects. If a resource or role appears multiple times, it is available to multiple projects.

The spreadsheet in the table shows time-phased max availability and allocated units for the selected resource or role. Resource allocation values contain actual and remaining units. Role allocation values are divided into staffed and unstaffed remaining early units. Availability values are shown if availability periods have been configured for the resource or role. Allocation values are shown if a resource or role is assigned to at least one activity. A role may have only unstaffed units, only staffed units, or a combination of both. If no allocation values exist for an entry, the resource or role has not been assigned to any activities.

You can analyze resource and role allocations using the spreadsheet, grouping bands, and the histogram. See Analysis Overview for more information on these interface options and availability and allocation calculations.

To analyze resource and role allocation in a workspace:

Navigate to the workspace resource analysis page
1. In the object selector, select a workspace.
2. In the sidebar, hover over  Resources, and select Analysis.
In the page toolbar:
- Select the  Resources or  Roles view.
- In the Quick Filters section of the page toolbar, configure the following quick filters:
  - All Resources: Choose to display all resources in the table or a selection of resources.
  - All Assignments: Choose to display all resources regardless of their assignments, only resources with activity assignments, or only resources without activity assignments.
    Note: In the Roles view, the quick filter options are called All Roles and All Assignments.
- Select  Settings to configure filtering, grouping, and timescale view options.
- To start the spreadsheet timescale at a specific date, in the Go to field, select a date.
In the Resources view, review the resource's time-phased Max Availability, Under/Over, and Allocation values. If allocation is less than availability, the resource is underallocated for that time period. If allocation exceeds availability, the resource is overallocated. If a resource is overallocated for a time period, an icon () will be shown in the Under/Over field.
In the Roles view, review the role's time-phased Max Availability, Staffed Remaining Early Units, and Unstaffed Remaining Early Units values. Staffed units indicate the role has been staffed with a resource assignment. Unstaffed units indicate that a specific resource assignment is needed to staff the role.
In the Resource Name or Role Name column, select the  Details icon to view the activities that the resource or role is assigned. Allocation values in the spreadsheet are aggregated from these activity assignments.
To view allocation values in the histogram, select a resource, role, or grouping band, and then do the following:
- In the histogram panel, select  Dock Bottom or  Dock Right to position the histogram on the page.
- Select  Settings to toggle the display of the legend, the max availability line, and horizontal sight lines.
- If a grouping band is selected, use the first View list to display aggregated allocations by Total Usage (Resource/Role groupings) or by By Project (Code, Project ID, or Resource/Role groupings). If you are viewing the histogram by project, use the second view list to show Allocation, Actual, or Remaining unit bars for resources or Total Allocation, Actual, Staffed, or Unstaffed unit bars for roles.
- Hover over a bar to view its details.

Tips

When grouping by Resource/Role, workspace resource and role values are rolled up and measured against the availability set for the resource or role at the workspace level. Workspace availability values are shown in the grouping band and in the histogram when a grouping band is selected.
Depending on the granularity of the spreadsheet timescale, a resource may appear underallocated at a higher level, such as month, but may be overallocated at a lower level, such as week or day. You may need to adjust the timescale to see these overallocated periods.
Use the arrows in the spreadsheet timescale or histogram timescale to move the dates left or right.

Last Published Tuesday, May 21, 2024