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:
- view role usage as a histogram
- view role usage as a spreadsheet and staff role assignments
- export spreadsheet data to an .xls file
- customize the page
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.
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.
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.
Customize the View Role Usage page
Click Customize to focus on the data you want to review.
-
Display lets you choose either units or costs. Select units to see role usage per time period. Select costs to see how much money is being spent over time.
-
Timescale lets you select the time interval that you want to use: Year/Month, Year/Quarter, Quarter/Month, Month/Week, or Financial Period.
For calendar intervals, summarized data is calculated and stored in weekly or monthly increments, based on an option setting in the Project Management module. If the option is set to monthly increments, when you choose the Month/Week timescale, the data for each month displays in the first week. If projects are not summarized by calendar intervals, the tab does not display data when you display a calendar interval timescale.
Financial period intervals rely on summarized data calculated and stored by financial period, which is controlled by an administrative setting in the Project Management module. If projects are not summarized by financial period, or if financial periods are not defined in the Project Management module, the Financial Period timescale is not available. Additionally, if financial periods are not properly configured in the Project Management module, you will receive an error message when you display the Financial Period timescale. - Limit lets you display a limit line in the histogram, and a limit field in the spreadsheet, that represents the resource's maximum availability based on the resource's calendar and Max units/time setting, as well as application settings for hours per time period.
Refer to Customizing the View Role Usage page for more detailed information.