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Review resource and role allocations and costs

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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
  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Team Usage page on the Projects toolbar to display the Team Usage page.
  3. 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

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.

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.
Tip: In the histogram, the vertical blue dotted line represents the current data date for the project.

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Limit Line options

To help you evaluate usage against availability, you can choose to display two resource limit lines, both based on live data:

To view this data Choose these options
For resources  
resource limit, actual units, remaining units and overallocation across all projects or for the current project Histogram/Units
under/over allocation, limit,
and total allocation for the current project or total for all projects, with a breakdown by project
Spreadsheet/Units
actual costs and remaining costs for all projects or the current project Histogram/Costs
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
For roles
role limit, overallocation and staffed and unstaffed units for all projects or the current project Histogram/Units
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

for each project the role is assigned to, click the project link to view staffed activities that do not have actual units and unstaffed activities, along with basic status information; you can assign resources to unstaffed activities
Spreadsheet/Units
unstaffed and staffed costs
for the current project or for
all projects
Histogram/Costs
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

for each project the role is assigned to, click the project link to view staffed activities that do not have actual units and unstaffed activities, along with basic status information; you can assign resources to unstaffed activities
Spreadsheet/Costs

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