Resource Analysis Tab of the Analysis Page

Overview

Use the Resource Analysis tab of the Analysis page to evaluate resource usage and costs in customizable histogram, stacked histogram, area chart, and pie chart formats. You can examine total units or costs for an individual resource or summary values for all resources belonging to a resource team or code.

Screen Elements

"" Group By

Enables you to view items grouped by hierarchy, team, codes, or roles depending on your current page, so you can focus on the information you need.

Group By list

Select from one of the following options by which to group the available resources:

  • Resource Hierarchy: Groups resources by their organizational hierarchy.
  • Resource Team: Groups resources by their resource team.
  • Resource Codes: Groups resources by their resource code.
  • Primary Role: Groups resources by their primary role.

"" Search

Enables you to perform a search based on the value you enter in the search bar.

Show Legend link

Displays interpretive information about a chart. This option is not available in the Pie Chart view.

Plan Resources link

Redirects you to the Planning page in order to plan resource and role allocation for a project or WBS, export resource planning data, and search for resources to allocate to a project or WBS. See Planning Page.

Customize link

Displays a dialog box with configurable options to customize the selected chart type. See Customize Chart Dialog Box of the Resource Analysis Tab of the Analysis Page.

Chart Type list

The chart options in which to display information.

  • Histogram: A histogram lets you analyze project data in a vertical bar chart format. You can select a project 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.
  • Stacked Histogram: A stacked histogram is a more sophisticated version of the histogram. In this type of chart, categorized data can be grouped, or stacked, to assist with comparisons. A stacked histogram is useful when analyzing relative parts of a whole.
  • Area Chart: A line chart that lets you quantitatively analyze data. The space in between the line and the axis is usually colored.
  • Pie Chart: A pie chart is a circular chart divided into slices, where each slice represents a particular group; the size of the slice represents the value of the selected data field, specific to the group. A pie chart is useful for analyzing relative parts of a whole.

Filter by field

The portfolio, project code, or project used to filter the displayed data.

Group by field

The project or project code used to group the data retrieved from the selected filter.

Getting Here

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Resource Analysis tab.

Related Topics

About Resource Analysis

Analyzing Resource Allocations


Copyright information