Analysis Overview
The Analysis page is used to monitor the current time-phased unit allocations of your resources and roles. For resources, actual and remaining units are measured against the resource's maximum availability. For roles, staffed and unstaffed remaining units are measured against the role's maximum availability.
The page shows all of the resources and roles available to the current object whether they are assigned to activities or not. At the workspace level, you can view all of the workspace resources and roles that are available to the workspace. At the project and program levels, you can view all of the workspace and project resources and roles that are available to the project or program.
You can use the page to see where a resource may be overallocated or underallocated or where a role may be staffed or unstaffed. Overallocated resources are scheduled for more work than their availability allows. To resolve overallocations, you can respread units, adjust availability, allow the resource to work overtime, or assign additional resources to redistribute the assignment units. Resources that are underallocated can be scheduled for more work because their current allocation of units does not exceed their availability. Unstaffed roles are role assignments that lack an associated resource assignment. If you are planning your entire project using only roles, unstaffed role values can be ignored. If you plan your project by staffing roles with associated resources, then unstaffed role values indicate that a specific resource assignment is needed.
Resources and roles on the Analysis page are shown in separate views. Each resource or role in the view is displayed on its own line in a table. Resources and roles display time-phased units aggregated from their activity assignments. At the workspace and program levels, resources and roles assigned to multiple projects will appear once per project, and the units for each project will be aggregated only from the activities within the project. The sections below explain the different interface options available on the Analysis page and the calculations that may be used.
Spreadsheet Rows
For each resource in the Resources view, the following spreadsheet rows are displayed:
- Max Availability: The maximum amount of units the resource is available to work during the time period. This value is set for workspace and project resources in the Resource List. Each resource entry uses the availability values set at the project level.
- Under/Over: This value is calculated from each time period's availability and allocation values. A resource is overallocated for a time period if its allocation units exceed its max availability. If the allocation units are less then the max availability, then the resource is underallocated and is available to perform more work during the time period. The Under/Over field indicates the number of units by which the resource is underallocated or overallocated. If the value is blank, then the resource's allocation matches its availability.
- Allocation: The number of actual and remaining units the resource has been scheduled to work during the given period. Each period's allocation value is an aggregation of all of the resource's activity assignment units during the period. If an allocation value is blank, then the resource has no units allocated for the time period.
For each role in the Roles view, the following spreadsheet rows are displayed:
- Max Availability: The maximum amount of units the role is available to work during the time period. This value is set for workspace and project roles in the Role List. Each role entry uses the availability values set at the project level.
- Staffed Remaining Early Units: This value reflects the number of remaining units that exist in the time period for assignments where the role is staffed by a resource. This number is an aggregation of all of the role's staffed activity assignment remaining units during the period.
- Unstaffed Remaining Early Units: This value reflects the number of remaining units that exist in the time period for assignments where the role is not staffed by a resource. This number is an aggregation of all of the role's unstaffed activity assignment remaining units during the period.
A role may display both staffed and unstaffed units if it has staffed and unstaffed activity assignments.
Grouping Bands
Resources and roles on the Analysis page can be ungrouped and displayed in a flat list, or they can be grouped by common attribute.
At the workspace, project, and program levels, individual resources and roles can be grouped by code or by resource/role. The workspace and program levels also support grouping by project. For all grouping options, resource allocation values and role remaining values roll up to the grouping band level to show total units for the group. When grouping by resource/role at the workspace and program levels, additional aggregated values are available for workspace-level resources and roles. While all individual resource and role entries use project-level availability values, the Max Availability field at the grouping band level uses the resource or role's workspace-level availability values. This enables you to view a workspace resource or role's allocation across a single project at the individual level and across all projects in the workspace in the grouping band. Because workspace resources and roles can have separate availability values defined at the workspace and project levels, a resource may be overallocated in one of its projects but still underallocated or evenly allocated at the workspace level. The separate availabilities enable you to review such a scenario.
Histogram
The Analysis page also shows allocation units as vertical bars in a time-phased histogram when a resource or role is selected in the table. For resources, each time period in the histogram may show a stacked set of bars that includes actual units, remaining units, and overallocated units. For roles, the histogram may show actual units, staffed remaining units, unstaffed remaining units, and overallocated units. In either view, you can toggle the display of horizontal lines, a chart legend, and the max availability line.
At the workspace and program levels, grouping band totals can also be shown in the histogram. When a code, project ID, or resource/role grouping band is selected, you can view actual, remaining, and allocation bars broken down by project. When a resource/role grouping band is selected, you can also view the total usage of all resources or roles within the grouping band broken down by stacked actual, remaining, and overallocated unit bars. When a resource or role grouping band is selected, the max availability line in the histogram uses the workspace-level availability values of the resource or role.
Related Topics
Last Published Tuesday, May 21, 2024