Resources Section of the Content Tab of the Customize Dashboard Page

Overview

Use this section to enable and configure portlets in the dashboard that display information you can use to analyze and view resource information.

Screen Elements

Resource Team Summary option

Determines whether to display the resources that belong to a team you select, including each resource's primary role and number of active projects.

Open Requests for Resources option

Determines whether to display which roles require staffing at any time in your projects.

Display options

Determines which projects will display.

  • all projects: Displays all projects with which you are associated.
  • projects based on dashboard filter: Displays projects that obey the current filter option.

Organize list

Determines how the portlet data is organized.

Note: The Role by Project by Project Codes option works the same as Role by Project, but additionally filters the list by the project code you select.

Role Team field

The currently selected role team, whose resources youwant to display if their roles need resource assignments.

Project Code field

The currently selected project code of the projects you want to display if their roles need resource assignments.

Resource Analysis Chart option

Determines whether to display the total (remaining plus actuals) units or costs for a resource, resource team or resource code in a variety of chart formats.

Chart Type list

Determines the type of chart to display in the Resource Analysis Chart portlet.

  • 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.
  • 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.
  • Area Chart: A line chart that lets you quantitatively analyze data. The space in between the line and the axis is usually colored.

Display list

Determines whether to view by units or costs.

Limit option

Determines whether to display a limit line on the chart. When you choose to display units, a limit line helps you easily spot under or overallocation.

Allocation Limit option

Determines whether to display an allocation limit line on the chart.

Display resource allocation fields

The specified number of weeks for which to display the resource allocation. Enter values for how many weeks prior and after the current date.

Color Theme list

Determines whether to display the color theme in pastel or primary colors.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, click Customize.
  4. On the Dashboard Details page, click the Content tab.
  5. On the Content tab, expand the Resources section.

Copyright information