Search

Resource Analysis Chart portlet

Tips

Related Links

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:

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.

top