View the Resource and Role Histograms and Spreadsheets

The histograms and spreadsheets on the Activities page enable you to view time-phased unit and cost data for the resources and roles assigned to activities in your project. Select resources or roles from the tree in the Project Usage detail window to display their data in the histogram or spreadsheet. The Not Stacked Histogram shows aggregated planned, actual, and remaining values. You can also enable max availability and overallocation indicators in the settings. The Stacked Histogram shows at completion values. It can also be set to stack by a specific resource/role code. The Spreadsheet can be configured to display a variety of incremental and cumulative field data. The resource and role histograms and spreadsheets can only be viewed from the current schedule.

To view the resource or role histogram or spreadsheet:

Navigate to the Activities page
1. In the object selector, select a project or program.
2. In the sidebar, hover over  Schedule, and select Activities.
On the Activities page, in the Open menu, select Current Schedule.
Select the Layout  menu, and then select  Project Usage.
Note: At the program level, this option is named Program Usage.
In the detail window, select the Resource Usage or Role Usage tab.
Before viewing your resource or role usage data, configure the usage settings to ensure the appropriate information is displayed, such as units or costs, bars and curves, legend details, and spreadsheet formatting.
Select one or more resources or roles from the tree whose data you want to display.
To limit the display of activities in the activities table, in the dropdown list in the detail window toolbar, select one of the following:
- Show all activities above: Show all activities regardless of the current resource or role selections. This does not include activities hidden by filters.
- Show activities for selected time period: Only show activities whose dates fall within the time period configured in the From: and To: date fields displayed in the detail window toolbar.
- Show activities for selected resources: Only show activities that have assignments for any of the selected resources or roles.
In the detail window toolbar, select  Not Stacked Histogram or  Stacked Histogram to switch between histogram views. Select  Spreadsheet to view the spreadsheet data for your selection.
In a histogram, hover over a bar or curve to view its details.
In the spreadsheet, unit or cost values are rolled up for each resource or role and broken down by individual activity assignments.
With units displayed, in a histogram or spreadsheet, select the FTE toggle to show the selected resource or role units as FTE values. When FTE is enabled, axis labels and units are updated to show FTE values, and overallocation bars and max availability lines are hidden. Disable the option to show the FTE values as time units. Cost values are not affected by the FTE toggle.

Tips

Resource and role values are spread according to the calendar in use by each of their activity assignments. This depends on an activity's duration type. In the histogram legend, the Calendar label indicates which resource calendar is being used to determine the underallocation and overallocation values of the resources or roles that are selected. If all selected resources or roles use the same calendar, it will be shown in the Calendar label. If the selected resources or roles do not all use the same calendar, the project's default calendar will be shown in the Calendar label.
The Gantt chart, histogram, and spreadsheet timescales are synchronized, so timescale range or granularity changes in the Gantt are automatically reflected in the histogram and spreadsheet. Changes to the histogram or spreadsheet timescales do not automatically reflect in the Gantt.
In the context of a program, ensure all projects have the same Data Date. This will align them in the usage charts along the same time periods.
You can increase the size of the usage charts by enlarging the detail window panel and by dragging the vertical divider between the tree and the histogram or spreadsheet. Enlarging the charts does not increase the amount of data shown, just the size of the currently displayed data.
The print layout will only display and print what is currently being shown in the usage panel based on the resources or roles selected in the tree. Data preceding or succeeding what is being shown in the panel will not be shown in the print preview and is not printable. Use the previous tips to configure the usage panel before opening the print options.
The histograms and spreadsheets display the usage of the activity assignments in your current schedule. Usage data in an open baseline or schedule scenario is not reflected.

Last Published Tuesday, May 21, 2024