You can view usage data for resources and roles assigned to a project on the Projects > Team Usage page.
To access the Team Usage page and choose a project to work with
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Team Usage page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
This topic describes the following:
- Review usage data for resources and roles
- Limit Line options
- Guidelines for viewing resource and role data
Review usage data for resources and roles
The Team Usage page displays data in a graphical (histogram) or numeric (spreadsheet) timescale. The right frame displays allocation data for the resource or role you select in the hierarchy.
- To view summary team totals and a breakdown by role or resource for all project team members, click the project name in the hierarchy.
Note: For units display, if the project team consists of only material resources or a mix of material and labor/non-labor resources, when you select the project name in the hierarchy, dashes display in the histogram and spreadsheet instead of team summary bars or totals. Summing units values for mixed resource types does not provide an accurate total because labor and non-labor resources are usually associated with time (such as hours or days), and material resources are often expressed in non-time units of measure.
- To specify the timescale increment, units or costs display, limit line options and whether you want the data to include all projects the resource or role is assigned to or only the currently selected project, click Customize this page.
Tip: In the histogram, the vertical blue dotted line represents the current data date for the project.
Limit Line options
To help you evaluate usage against availability, you can choose to display two resource limit lines, both based on live data:
- Limit shows maximum availability based on the resource's calendar and Max units/time setting and the application settings for hours per time period.
- Allocation Limit shows the resource's maximum availability
based on Allocated planning values specified by a resource manager. These
values, which are recorded at the project or WBS level, can be entered
by Resources users in the Resource Planning view.
Use this limit line to evaluate whether your detailed activity assignments are in line with what the resource manager has planned.
For more information about hours per time period settings, see Global
Preferences.
The resource usage summary data displayed in this view is based on either activity-level assignments or high-level (project,WBS) planning assignments, depending on an option setting on the Projects > Details > Settings page. To evaluate activity level assignments against planned allocations, choose the summarize project option for detailed activity resource assignments.
Tip: When summarizing at the detail level, the date range for the timescale is derived from activity start and finish dates. If the selected resource only has high-level assignments outside that date range, the Allocation Limit line may not appear. Changing to a larger timescale increment, for example from m/w to y/q may cause the Allocation Limit to appear.
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For resources | |
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resource limit, actual units, remaining units and overallocation across all projects or for the current project | Histogram/Units |
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under/over allocation, limit, and total allocation for the current project or total for all projects, with a breakdown by project |
Spreadsheet/Units |
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actual costs and remaining costs for all projects or the current project | Histogram/Costs |
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total allocated cost for the current project only or for
all projects, with a breakdown by project
For each project the resource is assigned to, click the project link in the right frame to view a list of activities with basic status information |
Spreadsheet/Costs |
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For roles | |
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role limit, overallocation and staffed and unstaffed units for all projects or the current project | Histogram/Units |
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limit, total staffed and unstaffed units for the current
project or total for all projects, with a breakdown by project
to view a list of resources who can perform the role, click the role
link in the summary row of the spreadsheet |
Spreadsheet/Units |
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unstaffed and staffed costs for the current project or for all projects |
Histogram/Costs |
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total staffed and unstaffed costs for the current project
only, or staffed and unstaffed costs for all projects, with a breakdown
by project
to view a list of resources who can perform the role, click the role
link in the summary row of the spreadsheet |
Spreadsheet/Costs |