Resource View of the Analysis Page

Overview

Use this view to analyze resource allocation as a chart (total allocation across time) and as a spreadsheet (of resource allocation values by project). You can view totals for individual resources or for multiple resources grouped by resource code, resource team, or primary role.

Screen Elements

Dock Area

Group By list

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

Resource Hierarchy: Groups resources by their organizational hierarchy.

Resource Code: Groups resources by the resource codes assigned to them.

Primary Role: Groups resources by their primary role.

Resource Team: Groups resources by their resource team.

Assignment Code: Groups resources by the assignment codes assigned to their assignments.

Search

Enables you to perform a search based on the value you enter in the search bar. Select ID, Name, Code, Role, or Team from the list. Code, role, and team will only appear on the list if you have selected the corresponding option 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.

Note: An exclamation point against a resource icon signifies that the resource is overallocated at some point in the next six months from today's date.

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.

Histogram and Chart Dock area

Collapse Dock

Collapses the Histogram and 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

A user preference determines whether data in histograms shows a linear spread or spreads data according to stored period units.

Getting Here

Click Resources.
On the Resources navigation bar, click Analysis.
On the Analysis page, click Resource.

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