Resource Analysis Chart Portlet

Overview

Use this portlet to view a variety of chart formats plotting the total (remaining plus actuals) units or costs for a resource, resource team, or resource code you select.

Note: The Resource Analysis Chart uses summary data, so it reflects values as of the last date the summarizer was run for the source projects. Assignment changes within projects after that date will not be reflected until the projects are again summarized.

The histograms display resource data summarized by calendar in weekly increments. While the option to create charts with data summarized by financial period is unavailable from the portlet, you can create histograms and other charts with data summarized by calendar period or financial period on the Resource Analysis tab of the Resource Analysis page.

Screen Elements

Customize link

Enables you to configure the current chart or change the chart type. See Customize Chart Dialog Box of the Resource Analysis Chart Portlet.

Resource field

The field to select a resource, resource team, or resource code to display in the Resource Analysis Chart portlet.

Note: The list of resources you can select from includes only resources you have access to, based on resource security features.

Group By field

Select a field value to determine your preferred option to group your data.

Tips

  • To display numeric allocation totals for a project or project code, move the mouse over the corresponding area on a bar.
  • The Resource Analysis portlet is available for display in a dashboard if your administrator granted you access to it. If it does not appear, customize a dashboard to display it.
  • If you select a resource team or resource code that includes either all material resources, or a mix of material and labor/nonlabor resources, no chart data displays for Units. Since these resource types use varying units of measure, for example, time units for labor versus gallons for a material resource, summing units values for the team or code would not be meaningful.
  • An option setting for each project determines whether this view displays summary data based on resource assignments at the activity or project/WBS level. If you have the appropriate module access, you can view or change its setting. After opening the project, click "" in the Projects navigation bar, then click Settings.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the Resource Analysis Chart portlet.

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