Role View of the Analysis Page

Overview

Use this view to analyze role or staffing information as a chart (staffed, unstaffed, and overallocated values over time) and as a spreadsheet (staffed and unstaffed values by project). You can view totals for an entire role grouping (a parent role, role team or role code) or for individual roles. Use the navigation hierarchy to select and organize the roles you want to view. You can organize the view by role hierarchy or role team.

Screen Elements

Dock Area

Group By list

Select from one of the following by which to group the available roles:

Role Hierarchy: Groups roles by their organizational hierarchy.

Role Team: Groups roles by their role team.

Role Code: Groups roles by their role code.

Assignment Code: Groups roles by the assignment codes assigned to them.

Search

Enables you to perform a search based on the value you enter in the search bar. Select ID, Name, Code, or Team from the list. You can only select to search teams if you have selected Role Team on the Group By list.

Resource or Role List or Hierarchy

Display the resources or roles available to you.

If you have selected to Group By a hierarchy, the resources or roles are displayed in the hierarchy. If you have selected to Group By a code, the resources or roles are displayed according to the codes assigned.

If you have provided search criteria, the list shows resources or roles which match your search criteria. If you have provided search criteria, the resources or role which match your search criteria are not shown in a hierarchy or by code, even if you have selected to group by a hierarchy or code.

Collapse Dock

Collapses the dock.

Spreadsheet area

Display list

Enables you to select whether to show units or costs.

Full Screen

Expands the current work area so it fills the entire display.

Customize View

Opens the Customize View dialog box.

Go to date selector

Enables you to move the spreadsheet and histogram or chart to show a specific timeframe.

Spreadsheet area

Enables you to view the page as a spreadsheet. The spreadsheet displays project data in a timescaled row and column format.

To see earlier time periods, click Show 10 More. To see later timer periods, click Show 10 More.

Download link

Enables you to download the currently displayed data as a Microsoft Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.

Chart Dock area

Collapse Dock

Collapses the Chart dock.

Resource Usage or Role Usage detail window

The usage chart displays a graphical view of frequencies for the selected role or resource. To display a dialog box containing units or costs information, hover over a bar on the chart..

Note: An option on the My Preferences page allows you to display stored financial period data in this chart. Otherwise this chart displays published data.

Display Chart list

Determines whether the chart will display a Histogram, Stacked Histogram or an Area Chart.

Group By list

Select one of the following options:

Projects: Displays data for all roles or resources that are assigned to activities for all projects in the project group.

Project Codes: Displays data for all defined roles or resources assigned to projects assigned to the code you specify.

Assignment Codes: Displays data for all defined roles or resources with activity assignments using the assignment code you specify.

Code list

Enables you to select a project code for filtering the histogram. This list is visible if you have selected Project Code on the Group By list.

Tips

Getting Here

  1. Click Resources.
  2. On the Resources navigation bar, click Analysis.
  3. On the Analysis page, click Role.

Last Published Wednesday, July 10, 2024