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Customizing the View Role Usage page

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This page describes how to set up and work with the View Role Usage page, which provides detailed role assignment information in histogram and spreadsheet format.

Tip: The role 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 role and resource data, see Resource Data and Summarization.
To display the View Role Usage page

When customizing the View Role Usage page, you can:

Display a histogram or spreadsheet

In the Display field, choose Spreadsheet or Histogram.

What information does the histogram provide?

Histograms enable you to analyze the staffing requirements for any item in the role hierarchy, whether the item you select represents one role or a group of roles. It also enables you to easily identify staffing requirements by role and project, and shows when a particular role is overloaded.

Red bars display overallocated units in a particular time period.
Red horizontal lines show role availability limits (the cutoff at which role availability becomes overloaded).
Blue bars represent staffed units (current).
Green bars indicate unstaffed units (future).

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What information does the spreadsheet provide?
The spreadsheet shows staffed and unstaffed values per project. Click a role name to see resources who can fulfill that role. Click a project to see the list of activities with the role assignment. Use the resource staffing page to find the best resource to assign to the activity.

Click the Export to File link to export role allocation data to an Excel spreadsheet file (*.xls).

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Choose a display format, timescale interval, and limit line

Use the hierarchy Organized By drop-down list to select how you want to group roles -- by hierarchy or team.

Click Customize to choose the display format (units or costs), select the timescale interval, and choose to show or hide a Limit line.

For more information about hours per time period settings, see Global Preferences.

Display past period actuals data

In addition to the customize options previously described, you can set a Global preference option that enables you to view actuals values based on data that has been stored for custom financial periods. When you choose this option, stored actuals data is spread evenly from the start to the finish date defined for financial periods. If you do not choose this option, actuals data is spread evenly from the actual start to the data date or actual finish date of the assignment if there is one.

Notes:

 

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