The Resources > Analysis tab offers four 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.
Customize options, along with filtering and grouping capabilities, let you focus on the data you want to see.
Note: The Analysis tab uses summary data, so 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.
To analyze resource allocation:
- From the Resources Home page, click the resource, resource team, or resource code for which you want to analyze allocation.
P6 Web Access opens the Analysis tab, displaying the selected item's allocation.
- Choose the type of chart you want to view (Histogram, Stacked Histogram, Area Chart, or Pie Chart), then select filtering and grouping options. Refer to the Analysis tab for more information on grouping and filtering data.
When you organize the Resources Home page 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 the Resources Home page by resource hierarchy, selecting a parent resource node does not roll up and display total usage for all child resources. The hierarchy lists only those resources you have access to.
Resource access is specified through Project Management module resource security features.
Tip: 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.
- To choose the timescale and unit or cost data,
focus the chart on a date range, display or change the color scheme, display a limit or allocation limit line, or choose a chart display option (2-D or 3-D), click Customize.
In a histogram or area chart, to display numeric allocation totals for a project or project code, move the mouse over the corresponding area or bar.
Tip: If the Financial Period timescale is available, choose it to display the range of financial periods defined in the Project Management module. To view chart data in Financial Period timescale intervals, data must be summarized by financial period, which is controlled by an administrative setting in the Project Management module. If financial periods are not properly configured for use with P6 Web Access, you will receive an error message when you attempt to display the timescale; contact your administrator to correct the problem.
- To view allocation data for an individual resource belonging to a resource team or resource code, or for a parent resource's child resource, select the resource from the View drop-down menu.