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Resources - Usage tab

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Use this tab to view resource allocation as a histogram (total allocation across time) or as a spreadsheet (of resource allocation values by project). You can view totals for an entire resource grouping (role, resource code, or resource team) or for individual resources.

Note: The resource usage data displayed on this page is derived from summary data, so it is current 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.

On the Usage tab you can:

View resource allocation by code, team, role, or resource

The Usage tab displays resource/role allocation data for the resource, resource code, resource team, or primary role you select on the Resources Home page.

When you select a resource code, resource team, or primary role on the Resources Home page, the Usage tab displays summary allocation data for the resource group; each individual resource belonging to the group is available for selection in the View drop-down menu.

When you select an individual resource on the Resources Home page, the Usage tab displays allocation data for the resource. If the resource you select is a parent resource, all of the resource's children are available for selection in the View drop-down menu. If the resource you select is a child resource, you cannot view data for any other resource.

Tip: When you select a parent resource, primary role, resource code, or resource team on the Resources Home page, only the resources you have access to are listed within the group in the View drop-down menu. For example, if you select a resource team and some team members do not belong to your access node, they will not appear in the list. The total value for the resource team is the sum of the values for the resources you have access to. If you require changes to your resource access, contact your system administrator.

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View resource allocation as a Histogram

In the Display field, select Histogram. The Histogram enables you to easily identify resource overloads and periods of inactivity. To review the specific values for an individual histogram bar, click on it. Two resource limit line options, both based on live data, help you evaluate usage against the benchmark you choose:

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View resource allocation as a Spreadsheet

In the Display field, select Spreadsheet. The Spreadsheet shows precise resource allocation values per time period and per project. A summary row displays allocated totals as well as total under/overallocation and, if you choose, limit values. Underallocation values are negative; overallocation displays in red.

From the Spreadsheet, you can use the Export to file feature to export resource allocation data to an Excel spreadsheet (*.xls) file.

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Customize the Usage tab

Click Customize to focus on the data you want to review.

In addition to the customize options in this view, you can set a Global preference option that enables you to view actuals values based on data that has been stored for custom financial periods. When you choose this option, stored actuals data is spread evenly from the start to the finish date defined for financial periods. If you do not choose this option, actuals data is spread evenly from the actual start to the data date or actual finish date of the assignment if there is one.

Notes:

See Customize the Usage tab for more detailed information on customizing how information is displayed on this tab.

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