Customize Dialog Box of the Team Usage PageOverview Use this dialog box to configure spreadsheet or histogram display and timescale. Screen Elements Display list The cost viewing options: Units or Cost. The capability to view costs is dependent on your security privileges. If you do not have access to costs data and you select the Costs option, no data appears. By default, actual units and costs are spread evenly across the time period from the Actual Start to the Data Date, or Actual Finish if there is one. A Global Preference setting lets you choose to view actuals values based on data stored for custom financial periods (past period actuals). When you choose this option, actual units and costs are spread evenly across the dates defined for each financial period. When this option is turned on, under/over allocated values are also calculated based on the stored period data for actual units. Additionally, the histogram legend indicates that Period Actual Units or Costs are being displayed. However, if projects are summarized by financial period (which is controlled on the General tab of the Application Settings page), this global preference setting for displaying past period actuals is ignored. In this case, when you display a Financial Period timescale, the page displays past period actual values if performance has been stored for a financial period; for financial periods that do not have stored performance, the page displays all unit and cost values in financial period intervals. Timescale list Determines the timescale. Select from the following intervals:
The available timescale options are determined by the selected summarization option on the General tab of the Application Settings page. If you select the By Calendar option, the calendar timescale options are available in the Timescale list. If you select the The By Financial Periods option, the Financial Period option is available in the Timescale list. If both options are selected, you can select from a calendar or financial period timescale. Show option Determines whether to view resource data for the Current Project Only or for All Projects to which the resource is assigned. Choose to display resources' maximum availability based on their designated calendars and units/time values (Limit) or based on allocated values (Allocation Limit) specified by Resource Managers during high-level planning. Limit option Determines whether to display maximum availability based on the resource's calendar and maximum units/time setting and the application settings for hours per time period. This option is based on live data to help you evaluate usage against the benchmark. Allocation Limit option Determines whether the resource's maximum availability is based on Allocated planning values specified by a resource manager. These values, which are recorded at the project or WBS level, can be entered by users with appropriate module access in the Resource Planning spreadsheet (Planning page). Use this limit line to evaluate whether your detailed activity assignments are in line with what the resource manager has planned.The resource usage summary data displayed in the Allocation Limit view is based on either activity-level assignments or high-level (project, WBS) planning assignments, depending on an option setting on the Project Details Settings page. To evaluate activity level assignments against planned allocations, choose the summarize project option for detailed activity resource assignments. This option is based on live data to help you evaluate usage against the benchmark. Because resource usage data is based on summary data, 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 from the Activities or EPS pages. For more detail about summarized resource data, see Resource Data and Summarization. Note: When summarizing at the detail level, the date range for the timescale is derived from activity start and finish dates. If the selected resource only has high-level assignments outside that date range, the Allocation Limit line might not appear. Changing to a larger timescale increment, for example from Month/Week to Year/Quarter might cause the Allocation Limit to appear. Getting Here
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