Viewing Role Usage

Use the Role view to view detailed role assignment information in histogram and spreadsheet format.

  1. On the "" Navigation Menu, expand "" Resources and click Analysis.
  2. On the Analysis page, click the Role button.
  3. In the Role view:
    1. In the Group By list, choose to view roles by Role Hierarchy, Role Team, or by a role or assignment code.
    2. Click a role name.
    3. Click "" Customize View.
  4. In the Customize View dialog box:
    1. On the General tab:
      • In the Display list, choose the display format (units or costs).

        Choose units to view role use over the selected timescale interval; choose costs to view how much money is being spent over time.

      • In the Timescale list, choose a timescale interval.

        Choose a calendar interval (for example, Month/Week), or choose Financial Period to display the range of financial periods if financial periods are defined.

      • Select the Include assignments in restricted projects option to include a row in the view providing rolled-up data of the units and costs assigned in projects you are not permitted to access.
    2. On the Chart tab:
      • Choose to show or hide a Limit line.

        The Limit line shows maximum availability based on the resource's calendar and Max units/time setting, along with application settings for hours per time period.

      • Choose to show or hide the Allocation Limit line.

        This line shows the role's maximum availability based on Allocated planning values specified in the Resource Planning spreadsheet. Use this limit line to evaluate whether detailed activity assignments are in line with what was planned.

    3. Click Save.

Tip:

  • The role usage data displayed on the Role Usage tab is based on published data, so it reflects values as of the last date the project was published. Assignment changes within a project after that date will not be reflected until the project is republished. However, an option on the My Preferences page allows you to display stored financial period data in this chart.
  • A setting in your preferences determines whether the role limit includes the limits of resources assigned that role, but that are currently set as inactive.
  • An application level setting determines whether cost spreads account for changes in resource and role rates over time.