Use the Role view to view detailed role assignment information in histogram and spreadsheet format.
- Click Resources.
- On the Resources navigation bar, click Analysis.
- On the Analysis page, click the Role button.
- In the Role view:
- In the Group By list, choose to view roles by Role Hierarchy, Role Team, or by a role code.
- Click a role name.
- Click Customize View.
- In the Customize View dialog box:
- On the General tab:
- In the Display list, choose the display format (units or costs).
Choose units to view role use over the selected timescale interval; choose costs to view how much money is being spent over time.
- In the Timescale field, choose a timescale interval.
Choose a calendar interval (for example, Month/Week), or choose Financial Period to display the range of financial periods if financial periods are defined.
- In the Display list, choose the display format (units or costs).
- On the Chart tab:
- Choose to show or hide a Limit line.
The Limit line shows maximum availability based on the resource's calendar and Max units/time setting, along with application settings for hours per time period.
- Choose to show or hide the Allocation Limit line.
This line shows the role's maximum availability based on Allocated planning values specified in the Resource Planning spreadsheet. Use this limit line to evaluate whether detailed activity assignments are in line with what was planned.
- Choose to show or hide a Limit line.
- Click Save.
- On the General tab:
Tip
The role usage data displayed on the Role Usage tab is based on published data, so it reflects values as of the last date the project was published. Assignment changes within a project after that date will not be reflected until the project is republished.