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Viewing Resource Usage

Use the Resource Usage tab to view resource allocation as a histogram (total allocation across time) or as a spreadsheet (of resource allocation values by project). You can view totals for an entire resource grouping (role, resource code, or resource team) or for individual resources.

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. , click the Resource Usage tab.
  4. On the Resource Usage tab:
    1. In the Group By list, choose to view resources by Resource Hierarchy, Resource Teams, Resource Codes, or Primary Role.
    2. Click a resource name, resource code, resource team, or primary role.

      Note: When you select a resource code, resource team, or primary role, data for the entire node displays. You can select a resource name below the node to display data for a single resource or choose a resource from the Resource Hierarchy list.

    3. In the Display field, choose Spreadsheet or Histogram.

      The spreadsheet shows more resource usage detail by displaying actual resource allocation values per time period and per project. For example, you can view each resource's work hours by project. The table indicates if and when the individual is overallocated, and also identifies time periods where the resource is underallocated.

      Histograms enable you to analyze the resource allocation for the item you select, whether the item you select represents one resource or a group of resources such as a resource team. It also enables you to easily identify resource allocation requirements and shows when a particular resource is overloaded.

    4. Click Customize.
  5. In the Customize dialog box:
    1. In the Display list, choose the display format (units or costs).

      Choose units to view resource use over the selected timescale interval; choose costs to view how much money is being spent over time.

    2. In the Timescale field, choose a timescale interval.

      Choose a calendar interval (for example, Month/Week), or choose Financial Period to display the range of financial periods if financial periods are defined.

      Note: Administrative options for summarizing resource and role data are set in the Application Settings General page under the Administer menu; if the options to summarize data by calendar or financial period intervals are not selected, the corresponding timescale options are not available. See Configuring General Settings.

    3. Choose to show or hide a Limit line. The Limit line shows maximum availability based on the resource's calendar and Max units/time setting, along with application settings for hours per time period.
    4. Choose to show or hide the Allocation Limit line. This line shows the resource's maximum availability based on Allocated planning values specified in the Resource Planning spreadsheet. Use this limit line to evaluate whether detailed activity assignments are in line with what was planned.

      The resource usage summary data displayed in this view is based on either detailed activity-level assignments or high-level (project, WBS) planning assignments, depending on an option setting on the Summarization pane of the Project Preferences dialog box accessed from the EPS page. To evaluate activity level assignments against planned allocations, choose the summarize project option for detailed activity resources assignments. You must have user access to the project, appropriate module access, and required security privileges to specify this setting.

      When a project is summarized 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 might not appear. Changing to a larger timescale increment, for example from m/w to y/q, might cause the Allocation Limit to appear.

    5. Click Save.

Tip

The resource usage data displayed on the Resource Usage tab 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.

Related Topics

Resource Analysis

About Resource Analysis

Analyzing Resource Allocations

Assigning Resources to Unstaffed Activities

Viewing Role Usage

Exporting Resource or Role Usage Data

Resource Usage Tab of the Analysis Page

Customize Spreadsheet or Histogram Dialog Box of the Analysis Page


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