Usage Page of the Resource Team Summary Portlet

Overview

Use this page to view resource allocation for an individual resource as a histogram (total allocation across time) or as a spreadsheet (of resource allocation values by project).

The resource usage data displayed on this page is derived from summary data, so it is current 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. See Summarizing Projects.

Screen Elements

Customize link

Displays a dialog box with configurable options to customize the Spreadsheet or Histogram. See Customize Spreadsheet or Histogram Dialog Box of the Analysis Page.

Export Spreadsheet link

Exports the current spreadsheet to a Microsoft Excel .xls file.

Display options

Determines whether to view information about the selected role/resource and associated projects in Spreadsheet or Histogram format.

  • Spreadsheet: A spreadsheet lets you analyze data that is arranged in rows and columns. Spreadsheets allow you to view large amounts of information very quickly.

Histogram: A histogram lets you analyze data in a vertical bar chart format. You can select a data field to display on the x-axis and another field to display on the y-axis of the chart; typically, the x-axis represents categorical data, and the y-axis represents individual data values.

"" Zoom In

Magnifies items in the work area so they appear larger.

"" Zoom Out

Minimizes items in the work area so they appear smaller.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the Resource Team Summary portlet and click a resource.

Related Topics

About Resource Analysis

Viewing Resource Usage


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