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Customizing the Resource Planning Spreadsheet

For high-level future project planning, use the resource planning spreadsheet on the Planning page to allocate resources and roles at the project and WBS levels. Assigning roles is useful during the early planning stages of a project when resource availability is not well known and you want to assign a temporary placeholder for a future resource assignment.

To customize the resource planning spreadsheet:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page, click "" Filter and Group By.
  4. In the Filter by dialog box:
    1. Select a single project or filter the project display by portfolio, project, project code, resource, resource team, resource code, role, or role team.
      • Choose Portfolio or Project Code Value to view all projects you have access to within the portfolio or project code.
      • Choose Resource to view all projects the resource is assigned to and to which you have access.
      • Choose Resource Teams to view all the projects that all resources on the team are assigned to and to which you have access.
      • Choose Resource Codes to view all resources assigned to the selected resource code and to which you have access.
      • Choose Roles to view all projects that the selected role is assigned to and to which you have access.
      • Choose Role Teams to view all projects that the selected role team is assigned to and to which you have access.
    2. Click OK.
  5. On the Planning page, click Customize.
  6. In the Customize Spreadsheet dialog, make selections to customize your view.
    1. On the General tab:
      • Choose the start date for the spreadsheet, and the time units and timescale increments.
      • Clear the Show Availability row to improve performance and select Hide WBS if empty to facilitate easier viewing when you want to plan allocation only at the project level.
      • If you choose the Automatically summarize on leaving spreadsheet option, make sure you have High level resource planning option enabled. This option is available from the Projects EPS page from either the Summary Type column or on the Summarization pane of the Project Preferences dialog box.

        Note: Summarization is a performance intensive process. Contact your administrator before turning this option on.

      • If your Resource Planning spreadsheet is filtered by resource, resource team, resource code, role, or role team, you can choose to select Show other assignments when filtered by resources or roles.
      • If your Resource Planning spreadsheet is filtered by role or role team, you can select either Show other assignments when filtered by resources or roles or Show only unassigned role requests.

        Note: If you disable the Show other assignments when filtered by resources or roles option, the total units column and timescale intervals columns in the the Resources Planning spreadsheet show the summary totals only for the displayed allocated elements.

    2. On the Columns tab, choose columns you want to display in the spreadsheet.
    3. Click Save.

Tips

  • When you filter, an administration application setting determines the maximum number of projects that are available in the spreadsheet. If you filter by a group that includes more projects than the maximum defined, you will not see all projects in the group. If you require a higher maximum, contact your administrator.
  • To expand the spreadsheet display to use the entire window, click Full Screen.

Related Topics

Resource Planning

About Resource Planning

Assigning Projects or WBS Elements to Resources or Roles

Assigning Resources or Roles to Projects or WBS Elements

Modifying Resource or Role Assignment Dates

Allocating Units or the Percentage of Available Units to Resources or Roles

Synchronizing Resource Planning Dates

Splitting a Resource or Role Assignment

Categorizing Resource or Role Assignments using Status Codes

Exporting the Resource Planning Spreadsheet

Planning Page

Customize Spreadsheet Dialog Box of the Planning Page


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