Spreadsheet View Format of the Assignments Page of the Projects Section

Overview

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

Note: Overallocation is calculated by week. If a resource is overallocated on one day of the week but is underallocated for the week as a whole, the resource will show as underallocated.

Screen Elements

Right-clicking on the timescale will display:

Timescale list

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

Week/Day: The Gantt View is divided into weeks which are then divided into days.

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

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

Year/Month: The Gantt View is divided into years which are then divided into months.

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

Financial Period: The Gantt chart is divided into years which are then divided into financial periods.

Spreadsheet columns

Only the default fields that appear as columns in Assignments Spreadsheet are described below.

Limit field

The maximum units per time for the resource.

This field is only available in the Spreadsheet view format of the Overallocated Resources view.

Actual Units field

The sum of the actual non-overtime and the overtime units worked by the resource on the activity.

Calculated as Actual Regular Units plus Actual Overtime Units.

Values for Actual Regular Units and Actual Overtime Units are obtained from either timesheets when project actuals are applied, or directly from the updated fields in the interface.

Remaining Early Units field

The units remaining to complete the assignment distributed between the Early Start and Early Finish of the assignment.

Calculated as Remaining Duration multiplied by Remaining Units per Time.

Under/Overallocated field

The underallocated or overallocated units for the resource.

This field is calculated by summing the Actual Units and Remaining Early Units and then subtracting the Limit. Positive values show that the resource is overallocated. Negative values show that the resource is underallocated. This field is only available in the Spreadsheet view format of the Overallocated Resources view.

Getting Here

Click Projects.
On the Projects navigation bar, click Assignments.
Click  Spreadsheet View.

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