Configure Resource and Role Usage Settings

Configure settings for the usage histograms and spreadsheets on the Activities page. Set separate stacked and not stacked histogram view options, as well as settings that apply to both views. Resource and role histogram settings are configured separately, but you can enable an option to synchronize them so that the same configuration of settings is used for both. For the resource and role usage spreadsheets, you can select the incremental and cumulative unit or cost fields that will be used as spreadsheet rows. You can also configure grouping bands for the spreadsheet. Resource and role histogram and spreadsheet settings are configured separately. All configuration settings are saved with the view. The resource and role histograms and spreadsheets can only be viewed from the current schedule.

To configure usage settings:

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.
Select the Resource Usage or Role Usage detail window.
Select  Settings.
In the Settings panel, on the Histogram tab, configure the following sections:
- Not Stacked: This section contains settings for the  Not Stacked Histogram view.
  - Bars & Curves option: Select Show Units or Show Costs to display unit or cost data in either histogram.
  - In the chart options table, choose graph bars and cumulative curves to display for each unit or cost field. Choose a color for each field's bar and curve.
  - Display actuals using period values: Displays the Period Actual values for the resource assignments. When unselected, the histogram displays the Actuals.
  - (Show Units only) Overallocation: Displays overallocated hours as a red bar.
  - (Show Units only) Max Availability: Displays a line representing the combined maximum availability of the selected resources or roles.
    Note: When FTE is enabled, the Overallocation and Max Availability settings are hidden.
- Graph: Toggle display options that apply to the unstacked and stacked histogram views.
  - Legend: A legend for the histograms' bars and curves.
  - Data date line: A line at the project's data date. For a program, the data date line will be on the earliest data date in the program.
  - Horizontal sight lines: A line for each Y-axis interval.
  - Vertical sight lines: A line for each X-axis interval.
  - Values on bars: The value of each bar is displayed on the bar.
  - Values on curves: The value of each curve is displayed on the curve.
  - Calendar: The calendar being used by the project is displayed next to the graph.
    Note: The cumulative curve display will begin one day prior to the planned start day to ensure that the planned curve starts at a zero point.
- Stacked: Configure settings for the  Stacked Histogram view.
  - By default, stacked histogram bars are grouped by individual resources or roles. To group stacked bars according to a specific assigned resource/role code, select Stack by resource/role code, and then choose a code.
  - To display cumulative curves for the stacked histogram, select Show cumulative curves, and then choose Individual cumulative curves or a single Total cumulative curve.
  - To show the value for each section of the stacked histogram bar, select Show individual values in bars.
- In the Resource Usage settings, select Use Role Usage Settings to synchronize the settings between the two histograms. In the Role Usage settings, this option is called Use Resource Usage Settings. When enabled, settings changes made in one histogram will be updated in the other. When disabled, you can configure independent settings for each histogram.
- (Show Units only): Select FTE to show selected resource or role units as FTE values in the histograms and spreadsheets. When FTE is enabled, the Overallocation and Max Availability settings are hidden. This toggle is also shown below the usage charts. Cost values are not affected by the FTE toggle.
On the Spreadsheet Rows tab, select the cumulative and incremental unit and cost fields that you want to apply to the resource usage or role usage spreadsheet.
On the Spreadsheet Grouping tab, select the grouping style and color theme that you want to apply to the resource usage or role usage spreadsheet.
Select Apply.

Last Published Tuesday, May 21, 2024