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View Role Usage page

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Use this page to view role or staffing information as a histogram (staffed, unstaffed, and overallocated values over time) or as a spreadsheet (staffed and unstaffed values by project). You can view totals for an entire role grouping (a parent role or role team) or for individual roles.

On the View Role Usage page, you can:

Use the navigation hierarchy on the left side of the page to select and organize the roles you want to view. You can organize the view by role hierarchy or role team. more>>

Note: The usage data displayed on the View Role Usage page is based on 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.

View role usage as a histogram

To view role usage as a histogram, select Histogram as the Display option. The Histogram enables you to easily identify staffing requirements by role over time, according to the timescale you choose. P6 Web Access compares the total use to the role limits per time period and shows when the role is overloaded.

You can analyze the staffing requirements for any item in the role hierarchy, whether the item you select represents one role or a group of roles.

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View role usage as a spreadsheet and staff role assignments

To view role usage as a spreadsheet, select Spreadsheet as the Display option. The Spreadsheet shows staffed and unstaffed values for projects to which the role is assigned. Click the role name at the top of the spreadsheet to view a list of resources who can fulfill that role. Click a project to open the Resource Staffing page, which displays a list of staffed and unstaffed activities for the selected role. The Resource Staffing page enables you to determine the best resource to assign to the activity. To staff a role assignment, mark the checkbox next to the activity, then click Assign Resource. For more information on using the Resource Staffing page to staff a role assignment, see Resource Staffing overview.

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Export role usage data

When viewing role allocation in spreadsheet format, click the Export to file link above the spreadsheet to export role allocation data to an Excel spreadsheet (*.xls) file.

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Customize the View Role Usage page

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

Refer to Customizing the View Role Usage page for more detailed information.

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