Spreadsheet View Format of the Planning Page of the Resources Section

Overview

Use the Spreadsheet format to view time distributed usage data in spreadsheet format.

Screen Elements

Planning Table columns

% Allocation field

The percentage of the resource or role's Maximum Units/Time that is allocated to the selected project level assignment.

When you change the % Allocation field, P6 assigns the specified percentage of the resource or role's maximum units per time to the selected project. This does not consider their existing allocations and can therefore cause them to become overallocated. Changing the resource or role's allocation recalculates the total units for the assignment and the corresponding spread of allocated units in the spreadsheet.

Committed option

Determines whether the resource is committed to the project. If a resource is committed to a project, their availability for high level resource planning for other projects is adjusted accordingly.

Finish Date field

The finish date for the assignment. If the Life of Project option is selected, this date is the same as the Forecast Finish Date. If the Life of Project option is cleared, you can select a finish date for the planning assignment.

Forecast Finish Date field

The planned finish date of a project or WBS based on a what-if scenario designed to simulate project performance and outcomes and to plan resource allocation.

Life of Project option

Determines that the assignment is for the entire duration of the project. When the Life of Project option is selected for an assignment, you cannot directly edit its start and finish dates. Use Synchronize Resource Dates on the Actions menu to set the the start of the assignment to the Project Forecast Start and the finish of the assignment to the Forecast Finish Date.

Name field

The name of the resource. This column is always visible on this page.

Project Forecast Start field

The planned start date of the project based on a what-if scenario designed to simulate project performance and outcomes.

Resource ID field

The unique identifier for the resource. This column is always visible on this page.

Resource Type field

The type of resource/role assignment.

Valid values are:

Labor: Indicates that the selected resource performs labor, which is measured in units of time.

Nonlabor: Indicates that the selected resource does not perform labor, but its work is measured in units of time.

Material: Indicates that the selected resource does not perform labor, and its work is measured in units you specify.

Role ID field

The unique identifier of the associated role.

Role Name field

The name of the role assigned to the resource.

Search Criteria field

Indicates whether the assignment has any associated search criteria with a Yes or No link.

When search criteria have been specified, this field shows a Yes link that provides access to the stored resource request search criteria used to search for a qualified resource.

When you assign a resource using the Request Resources feature with your custom resource search criteria, the search criteria you specify is saved. A Yes link appears in the Search Criteria column beside the assignment, indicating search criteria is specified. This saved search criteria can be useful later if you ever need to modify the resource assignment and want to reuse the same criteria.

A No link appears when the assignment was made directly without any search criteria; however, you can click the No link to specify search criteria for the resource or role assignment.

Start Date field

The start date for the assignment. If the Life or Project option is selected, this date is the same as the Project Forecast Start. If the Life of Project option is cleared, you can select a start date for the planning assignment.

Status field

The current status of the assignment, used to classify assignments. Valid values are None, Draft, Filled, and Submitted.

Total Units field

The resource or role units allocated to the project. You can enter a number of units as hours, days, weeks, months, or years.

Spreadsheet columns

Right-clicking on the timescale will display:

Timescale list

The Spreadsheet chart time interval options. Select from one of the following intervals:

Month/Week: The Spreadsheet View is divided into months which are then divided into weeks.

Quarter/Month: The Spreadsheet View is divided into quarters which are then divided into months.

Year/Quarter: The Spreadsheet View is divided into years which are then divided into quarters.

Financial Period Calendar: The Spreadsheet chart is divided into financial periods according to the assigned financial periods calendar.

Allocation field

The total units for the assignment spread between the start and finish date of the assignment. The units are spread according to the appropriate calendar for the assignment and takes into account exception and non-work hours.

If you enter or modify the figure in this field, P6 will update the Total Units for the assignment accordingly.

Under/Overallocated field

The number of units for the time period that the resource or role has available to be assigned or by which the resource is overallocated. A negative value indicates that the resource or role has available units to be assigned for the time period. A positive value on a red background indicates that the resource or role is overallocated for the time period.

All committed assignments for the resource or role on the page are counted towards the resource or role's availability.

Calculated as Allocation minus Limit.

Limit field

The maximum units the resource or role can work for the time period.

For roles, the limit is calculated according to the Display the role limit based on setting in the Resources section of the Global tab of the My Preferences page. For resources the limit is calculated as the Max Units/Time multiplied by the working hours for the resource during the period according to their calendar.

Tips:

Getting Here

  1. Click Resources.
  2. On the Resources navigation bar, click Assignments.
  3. Click Spreadsheet View.

Last Published Wednesday, July 10, 2024