Spreadsheet tab of the Customize View Dialog Box of the Team Usage Page or the Analysis page

Overview

Use this tab to modify the spreadsheet in the view.

Screen Elements

Resource area:

Display Fields options

Determines which fields to display for resources.

Actual Costs: Determines whether to show the actual non-overtime plus overtime cost for the resource assignment on the activity.

Allocated Units: Determines whether to show the units allocated to the resource in the specified time period.

Remaining Costs: Determines whether to show the remaining cost for the resource assignment on the activity.

Under/Over Allocated Units: Determines whether to show the underallocated or overallocated units for the resource.

Role area:

Display Fields options

Determines which fields to display for roles.

Actual Units/Costs: Determines whether to show the sum of the actual non-overtime and the overtime units or costs worked by resources assigned to the role on the activity.

Staffed Units/Costs: Determines whether to show the total units or costs currently assigned to individual resources for each role.

Unstaffed Units/Costs: Determines whether to show the total units or costs that require resource assignments for each role.

General area:

Limit options

Determines whether to display maximum Resource and Role availability. These options are based on live data to help you evaluate usage against the benchmark.

Getting Here

  1. Click Projects.
  2. On the Projects navigation bar, click Team Usage.
  3. Click Customize View.
  4. In the Customize View dialog box, click Spreadsheet.

Or:

  1. Click Resources.
  2. On the Resources navigation bar, click Analysis.
  3. Click Customize View.
  4. In the Customize View dialog box, click Spreadsheet.



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Last Published Friday, October 1, 2021