Use the Resource Usage/Role Profile Options Data tab for regular histograms to specify the information to include in a resource profile when viewing allocation for projects by resource or by role. To specify whether you want to view the resource profile by role or by resource, in the Resource Explorer window, click the Display Options bar, then choose Select View and the option you want.
Display
Units: Choose to display the resource profile bars in terms of project units.
Cost: Choose to display the resource profile bars in terms of project costs.
Display Actual using Financial Period data: Mark to display past period actuals stored in financial period intervals for the actual bar and curve. When you choose this option, stored financial period actuals are distributed evenly, within each financial period, from the financial period start date to the financial period end date.
If you do not choose this option, the profile spreads actual to date values evenly from the actual start to the data date or actual finish date of the activity or assignment (unless you manually enter non-linear values when planning assignments to activities).
Tip:
- If projects are summarized by financial period (which is controlled by an administrative setting), this option is ignored. When projects are summarized by financial period and you display a financial period timescale, the profile displays past period actual values if performance has been stored for a financial period; for financial periods that do not have stored performance, the profile displays actual to date values in financial period intervals.
Show Bars/Curves
Budgeted or Planned: Mark to show budgeted or planned values by date for each time unit in the current layout, or show values cumulatively, as a horizontal curve. Click the Color button to select the color used to display budgeted or planned values.
Actual: Mark to show actual values for each time unit in the current layout, or show values cumulatively, as a horizontal curve. Click the Color button to select the color used to display actual values.
Remaining Early: Mark to show remaining early values for each time unit in the current layout, or show values cumulatively, as a horizontal curve. In the Show Remaining Bars As section, select the option and bar color you want to use to show remaining units.
Remaining Late: Mark to show remaining late values for each time unit in the current layout, or show values cumulatively, as a horizontal curve. In the Show Remaining Bars As section, select the option and bar color you want to use to show remaining units.
Show Remaining Bars As
Total Remaining: Choose this option to show remaining values for all projects as a single bar. To select the color used to display total remaining early and late values, click the Color button. The selected color will also display for the remaining early and late bar/curve.
Staffed vs. Unstaffed: (Role view only) Choose this option to use different bar colors to represent remaining values for staffed versus unstaffed projects. To select colors, click each Color button for the early and late values. The left button represents the staffed projects bar/curve color and the right button represents the unstaffed projects bar/curve color.
Open vs. Closed Projects: Choose this option to use different bar colors to represent remaining values for open versus closed status projects. To select colors, click each Color button for the early and late values. The left button represents the open project bar/curve color and the right button represents the closed projects bar/curve color.
Tips
- Mark the checkboxes for Remaining Early and Remaining Late cumulative values to display a "banana" curve that compares the early and late dates.
- You can specify which projects are included (open only or open and specific closed projects) when you select the Show Remaining Bars As, Total Remaining option. Choose Edit, User Preferences, then click the Resource Analysis tab. If you select Opened Projects Only on the Resource Analysis tab, the Show Remaining Bars As options are not displayed in the Resource Usage/Role Profile Options dialog box.
- Also use the User Preferences, Resource Analysis tab to specify the interval and dates used to calculate time-distributed data for the profile.
Additional Data Options
Show Limit: Mark to display the resource's maximum units for each time unit in the current layout. This option is available only if you choose to display Units.
Show Allocation Limit (P6 EPPM Only): Mark to display the resource's planned units for the open projects for each time unit in the current layout, as specified in the Resource Planning Spreadsheet in the Resources section of P6. This option is only available if you choose to display open projects only and choose to display Units. You can view the allocation limit for a single resource or multiple resources.
Show Overallocation: Mark to display overallocated values in the current layout. This option is available only if you choose to display Units and select Show Limit. If you select the option to Display Actual using Financial Period data, the displayed overallocation represents past period actual values.
ShowAvailable Units: Mark to display a horizontal line that indicates the resource's available units. This option is available only if you choose to display All Projects. If you select the option to Display Actual using Financial Period data, the displayed available units represent past period actual values.
Show Overtime: Mark to show the resource's overtime units for each time unit in the current layout. This option is available if you choose to display open projects only.