Use the Resource Usage/Role Profile Options Data tab to specify the information to include in a resource profile when viewing allocation for projects by resource or role. To specify whether you want to view the resource profile by role or by resource, click the Display Options bar in the left pane, then choose Select View, By Resource or By Role.
Display
At Completion Units: Choose to display the resource profile bars in terms of at completion units for the selected resources.
At Completion Cost: Choose to display the resource profile bars in terms of at completion costs for the selected resources.
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
No cumulative curve: Choose to not display the cumulative curve for the selected filters/group names.
Individual cumulative curves: Choose to display a cumulative curve, in the color specified, for each selected resource/role filter/group name.
Total cumulative curve: Choose to display a cumulative curve for the total At Completion Units/Cost for all selected resource/role filter/group names.
Select Pattern/Color
Resource/Role Filter/Group Name: Double-click to select or modify the resource filter in the Filter dialog box for the profile. The resource/role filter or group names will display in the legend for the profile. The bars will be stacked in the order they are listed in the Resource/Role Filter/Group Name column. Use the up and down arrows to change the order.
Pattern: Choose a pattern for the bar of the selected filter/group name.
Color: Choose a color for the bar of the selected filter/group name.
Add: Click to add a new resource filter.
Delete: Click to delete the selected row.