Role Usage Tab of the Analysis Page

Overview

Use this tab to view role or staffing information as a histogram (staffed, unstaffed, and overallocated values over time) or as a spreadsheet (staffed and unstaffed values by project). You can view totals for an entire role grouping (a parent role or role team) or for individual roles. Use the navigation hierarchy on the left side of the page to select and organize the roles you want to view. You can organize the view by role hierarchy or role team.

The usage data displayed on the Role Usage tab is based on summary data, so it reflects values 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

"" 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 by which to group the available roles:

  • Role Hierarchy: Groups roles by their organizational hierarchy.
  • Role Team: Groups roles by their role team.

"" Search

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

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 "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Role Usage tab.

Related Topics

About Resource Analysis

Viewing Role Usage


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