The Projects > Team Usage page displays cost or usage data at the team level and for individual roles and resources assigned to the project you are working with. You can choose to display timescaled information in histogram or spreadsheet format.
You can customize the page by filtering data to reflect current project allocation only or allocation across all projects.
I want to
- Choose a project to work with
- Set Resource Limit Options
- Learn about spreadsheet and histogram details
- Customize the Team Usage page
Choose a project to work with on the Team Usage page
You can work with any open project on the Team Usage page; however, you can only work with one project at any given time. When you open multiple projects in the Projects section, all open projects you have rights to access are listed in the Select Project box, which is located at the top right of the page.
To work with a project, choose an open project from the list. Any action you perform, and all data that appears on the page, applies to the selected project only.
Note: The Select Project field does not appear when only one project is open in the Projects section.
Set Resource limit options
Two limit options, both based on live data, help you evaluate usage against the benchmark you choose:
- Limit
- Allocation Limit
Limit - Shows maximum availability based on the resource's calendar and Max units/time setting and the application settings for hours per time period. For more information about hours per time period settings, see Global Preferences.
Allocation Limit - Shows the resource's maximum availability based on Allocated planning values specified by a resource manager. These values, which are recorded at the project or WBS level, can be entered by users with appropriate module access in the Resource Planning spreadsheet (Plan Resources page). Use this limit line to evaluate whether your detailed activity assignments are in line with what the resource manager has planned.
The resource usage summary data displayed in the Allocation Limit view is based on either activity-level assignments or high-level (project, WBS) planning assignments, depending on an option setting on the Project Details Settings page. To evaluate activity level assignments against planned allocations, choose the summarize project option for detailed activity resource assignments.
Tip: When summarizing at the detail level, the date range for the timescale is derived from activity start and finish dates. If the selected resource only has high-level assignments outside that date range, the Allocation Limit line may not appear. Changing to a larger timescale increment, for example from Month/Week to Year/Quarter may cause the Allocation Limit to appear.
Because resource usage data is based on summary data, it reflects values as of the last date the summarizer was run for a project. Assignment changes within a project after that date will not be reflected until the project is again summarized from the Projects > Tools page. For more detail about summarized resource data, see Resource Data and Summarization.
Spreadsheet and histogram details
To see more details about spreadsheets and histograms, click one of the following links.
Spreadsheet details
Histogram details
Customize the Team Usage page
To choose Team Usage viewing options, click Customize, then choose from the following
- Display lets you choose units or costs. The capability to view costs is dependent on your security privileges. If you do not have access to costs data and you choose the Costs option, no data appears.
Tip: By default, actual units and costs are spread evenly across the time period from the Actual Start to the Data Date, or Actual Finish if there is one. A Global Preference setting lets you choose to view actuals values based on data stored for custom financial periods (past period actuals). When you choose this option, actual units and costs are spread evenly across the dates defined for each financial period. When this option is turned on, under/over allocated values are also calculated based on the stored period data for actual units. Additionally, the histogram legend indicates that Period Actual Units or Costs are being displayed.
However, if projects are summarized by financial period (which is controlled by an administrative setting in the Project Management module), this global preference setting for displaying past period actuals is ignored. In this case, when you display a Financial Period timescale, the page displays past period actual values if performance has been stored for a financial period; for financial periods that do not have stored performance, the page displays all unit and cost values in financial period intervals.
- Timescale lets you expand or collapse the current display timeline.
Tip: Choose the Financial Period timescale option to display the range of financial periods defined in the Financial Periods dictionary in the Project Management module. When you display the Financial Period timescale, the page displays values summarized and stored in financial period intervals.
If the Financial Period timescale is not available, either projects are not summarized by financial period or financial periods are not properly configured in the Project Management module. Similarly, if calendar timescale options (for example, Month/Week) are not available, project data is not summarized by calendar intervals. Administrative options for summarizing project data are set in the Project Management module. Contact your administrator for further information.
- Show enables you to view resource data for the current project only or for all projects to which the resource is assigned.
- Choose to display resources' maximum availability based on their designated calendars and units/time values (Limit) or based on allocated values (Allocation Limit) specified by Resource Managers during high-level planning.