The Resource Analysis Chart portlet enables you to view, in a variety of chart formats, total (remaining plus actuals) units or costs for a resource, resource team, or resource code you select.
Note:
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The Resource Analysis view 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. Refer to Resource data and summarization for more detail about summarized resource data.
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In the Resource Analysis Chart portlet, you can create charts to display resource data summarized by calendar in weekly increments. While the option to create charts with data summarized by financial period is unavailable from the portlet, you can create charts and histograms with data summarized by calendar period or financial period in the Analysis tab of the Resource page using the timescale your P6 administrator set in the Project Management module.
When using the Resource Analysis portlet, you can:
Set display options
Summarized allocation data for the selected resource or resource group reflects
assignments within projects defined by the dashboard filter.
For example, if a dashboard is filtered by a portfolio, the Resource
Analysis chart shows allocation data for all assignments to projects included
in that portfolio. To choose the projects included in the analysis,
in the Filter by
option at the top of a dashboard, click .
Tip: For any dashboard you create, you can choose to filter data by portfolio, project, or project code; for multi-user and global dashboards created by other users, your ability to change the filter is determined by the 'Restrict users from changing the dashboard filter' setting in Dashboard Preferences.
Grouping and customize options let you focus the data display on your area of interest. You can choose to view resource allocation data in histogram, stacked histogram, pie chart, or area chart formats. When you choose to display units, a limit line helps you easily spot under or overallocation. To group allocation data by project or project code, choose an option from the drop-down list.
Note: When grouped by project code,
appears
next to the drop-down list so you can choose a different code.
For more information about limit line options, click here.
Select a resource, team, or code to view
To select a resource, resource team, or resource code to display in the Resource Analysis Chart portlet, click in
the Resource field at the top of the portlet.
Note: The list of resources you can select from includes only resources you have access to, based on resource security features.
Display numeric allocation totals
To display numeric allocation totals for a project or project code, move the mouse over the corresponding area on a bar.