Analyzing Resource Allocations

Use this procedure to analyze resource allocations. The Resource Analysis page offers chart options to help you examine allocation data for individual resources, as well as total values for resource teams and resource codes. Chart data reflects remaining plus actual summary values.

You can customize options, along with filtering and grouping capabilities, to help you focus on the data you want to see.

To analyze resource allocation:

1. On the Navigation Menu, expand Resources and click Analysis.
2. On the Analysis page, click the Resource button.
3. On the Resource view:
   1. In the Group By list, choose to group by Resource Hierarchy, Resource Code, Primary Role, Resource Team, or Assignment Code.
   2. Click the resource, resource code, primary role, resource team, or assignment code for which you want to analyze allocation.

      When you organize by resource team or resource code and select a team node or resource code value, the selected chart displays total usage for all resources you have access to that are associated with that team or code value. Selecting an individual team member or resource who has the code value assigned displays their allocation data. When you organize by resource hierarchy, selecting a parent resource node does not aggregate and display total usage for all child resources. The hierarchy lists only those resources you have access to.

   3. In the Display Chart list, select the type of chart you want to view (Histogram, Stacked Histogram, or Area Chart).

      Note:

      If you select a resource team or resource code that includes either all material resources, or a mix of material and labor/nonlabor resources, no chart data displays for Units. Since these resource types use varying units of measure, for example, time units for labor versus gallons for a material resource, total data values for the team or code would not be meaningful.

   4. In the Group By list, select to group the data by Projects, Project Code, Assignment Code, or None. If you select to group by project code or assignment code, select a code from the code list.
   5. Click Customize View.
4. In the Customize View dialog box:
   1. On the General tab:
      • Select whether to display unit or cost data.
      • Select the timescale.
      • Select the date range.
      • Configure a filter for the data.
   2. On the Chart tab:
      • Select the fields to display.
      • Choose to display limit or allocation limit lines.
      • Choose to display horizontal lines.
      • Choose to display a legend.
   3. Click Apply

Tip:

In a histogram or area chart, move the mouse over the corresponding area or bar to display numeric allocation totals for a project or project code.