Use the Resource view to view resource allocation as a histogram (total allocation across time) or as a spreadsheet (of resource allocation values by project). You can view totals for an entire resource grouping (role, resource code, or resource team) or for individual resources.
- Click Resources.
- On the Resources navigation bar, click Analysis.
- On the Analysis page, click the Resource button.
- In the Resource view:
- In the Group By list, choose to view resources by Resource Hierarchy, Resource Teams, Resource Codes, or Primary Role.
- Click a resource name, resource code, resource team, or primary role.
Note: When you select a resource code, resource team, or primary role, data for the entire node displays. You can select a resource name below the node to display data for a single resource or choose a resource from the Resource Hierarchy list.
- Click Customize View.
- In the Customize dialog box:
- On the General tab:
- In the Display list, choose the display format (units or costs).
Choose units to view resource 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 a Limit line.
- Click Save.
- On the General tab:
Tip
- The resource usage data displayed on the Resource 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.
- The resource usage summary data displayed in this view is based on either detailed activity-level assignments or high-level (project, WBS) planning assignments, depending on an option setting on the Analytics & Services page of the Project Preferences dialog box accessed from the EPS page.
To evaluate activity level assignments against planned allocations, choose the Detailed activity resources assignments option in the Publication section. You must have user access to the project, appropriate module access, and required security privileges to specify this setting.
When a project is published at the detail level, the date range for the timescale is derived from activity start and finish dates. If the selected resource only has high-level assignments outside that date range, the Allocation Limit line might not appear. Changing to a larger timescale increment, for example from Month/Week to Year/Quarter, might cause the Allocation Limit to appear.