Analyzing Resource Allocations
Use this procedure to analyze resource allocations. The Resource Analysis page offers four chart options to help you examine allocation data for individual resources, as well as total values for resource teams and resource codes. Chart data reflects remaining plus actual summary values.
You can customize options, along with filtering and grouping capabilities, to help you focus on the data you want to see.
To analyze resource allocation:
- Click
Resources. - On the Resources navigation bar, click
Analysis. - On the Analysis page, click the Resource Analysis tab.
- On the Resource Analysis tab:
- In the Group by list, choose to group by Resource Hierarchy, Resource Team, Resource Codes, or Primary Role.
- Click the resource, resource team, or resource code for which you want to analyze allocation.
When you organize by resource team or resource code and select a team node or resource code value, the selected chart displays total usage for all resources you have access to that are associated with that team or code value. Selecting an individual team member or resource who has the code value assigned displays their allocation data. When you organize by resource hierarchy, selecting a parent resource node does not roll up and display total usage for all child resources. The hierarchy lists only those resources you have access to.
- In the Chart Type list, select the type of chart you want to view (Histogram, Stacked Histogram, Area Chart, or Pie Chart).
- In the Filter by list, select the applicable filter.
Note: 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, total data values for the team or code would not be meaningful.
- Click Customize.
- On the Customize chart dialog box, specify the information to display in the histogram, as appropriate. You can:
- Select to display unit or cost data.
- Select the timescale. Choose a calendar interval (for example, Month/Week), or choose Financial Period to display the range of financial periods if financial periods are defined.
Note: Administrative options for summarizing resource and role data are set in the Application Settings General page under the Administer menu; if the options to summarize data by calendar or financial period intervals are not selected, the corresponding timescale options are not available. See Configuring General Settings.
- Choose to display limit or allocation limit lines.
- Choose to display the entire date range or a specific date range.
- Select specific start and finish dates if you selected display a specific date range.
- Select a color scheme.
- Choose a chart display option (2-D or 3-D).
When you finish, click Save.
Tips
In a histogram or area chart, move the mouse over the corresponding area or bar to display numeric allocation totals for a project or project code.
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