The options you can specify for a resource profile differ depending on whether you display the profile in resource or role view and on whether the profile displays resource allocation for one or more selected projects or total resource allocation across the enterprise.
The profile displayed in the Top Layout window shows resource allocation for one or more projects you select in the Project Explorer window. The profile displayed in the Bottom Layout window shows one or more selected resources' total allocation across the enterprise. You choose the resources to include in the profile by selecting them in the Resource Explorer window. To specify whether you want to display the profile in role or resource view, click the Resource Explorer window Display Options bar, then choose Select View, By Resource or By Role.
To specify data and display options
- In the window displaying the profile, click the Display Options bar and choose either Top Layout Options or Bottom Layout Options, Profile Settings.
- Click the Data tab.
- Select the type of information to display: Units or Cost.
- Mark the Display Actual using Financial Period data option if you want to display past period actual values. Do not mark the checkbox if you want to display actual to date values.
Note: 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. - In the Show Bars/Curves area, mark the checkbox to specify which unit/cost categories you want to display and whether to show this data by date or as a curve representing cumulative value. Select the color for each bar/curve.
- If the profile displays resource allocation across the enterprise (all projects), you can choose how you want to display remaining values: as total remaining values across all projects in the enterprise, or as remaining values in the open projects vs. remaining values in closed projects.
If you are displaying roles in the profile, you can choose to view staffed vs. unstaffed units/costs. Staffed units are those for which resources have been assigned to fill role assignments. - To display additional resource data in the profile, mark the corresponding checkboxes:
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 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.
Show Available 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.
Show Overtime (open projects view only): Mark to show the resource's overtime units for each time unit in the current layout. - Click the Graph tab.
- To display a vertical background line for major and/or minor timescale increments, in the Vertical Lines area, mark the corresponding checkbox. For example, in a Year/Month format timescale, major lines would display between years; minor lines would display between months.
- To display horizontal lines for each numerical increment listed along the side of the profile, choose the type of line you want to display, then select the line color. Choose None to hide background horizontal lines.
- To specify additional profile display options, mark the corresponding checkboxes:
Show Legend: Mark to display a moveable legend for the profile's bars.
3D Bars: Mark to display the profile's bars in 3D.
Show Values: Mark to display the values of each bar in the histogram.
Background Color: Click to change the profile's background color.
Calculate Average: Mark to specify the values you want to use to divide the timescale interval totals.
Divide Interval Totals By: To divide the timescale interval totals by an increment you specify, type it in this field.
Base on Hours Per Timeperiod: To divide the timescale interval totals by automatic increments, based on the date interval selected, mark this checkbox. When you choose this option, the Divide Interval Totals By field displays the division increment based on the division increment specified in User Preferences for the corresponding date interval: 1h for Hour date interval, 2h for Shift date interval, 8h for Day date interval, 40h for week date interval, and so on.
Unit of Measure: Specify the unit of measure for the timescale intervals. - To specify the interval and dates to use to calculate time-distributed data for the profile, and to specify which projects are included (open only or open and specific closed projects) when you select the Show Remaining For, All Projects option, click Preferences. Then, click the Resource Analysis tab.
See More Detail: Set Resource Analysis Preferences for more detail.
Notes
- The histogram will only display bars that have positive values. Double-click in the profile to display the negative period values in the profile details.
- If you choose the Display Actual using Financial Period data option, the profile displays past period actual values for the Actual bar and curve as well as the Show Overallocation and Show Available Units options.