Team Usage Page

Overview

Use this page to view cost or usage data at the team level and for individual roles and resources assigned to the project you are working with. Information is displayed in a timescaled histogram or spreadsheet format.

Screen Elements

"" Refresh

Refreshes the current screen with any new, updated, or removed data.

Organized By list

Determines whether to organize the available options by Resources or Roles.

Customize link

Displays a dialog box with configurable options to filter data to reflect current project allocation only or allocation across all projects. See Customize Dialog Box of the Team Usage Page.

Export Spreadsheet link

Exports the current spreadsheet to a Microsoft Excel .xls file.

Spreadsheet view

The spreadsheet displays data for the selected role, resource, or project in a timescaled row and column format.

Selecting a role displays totals for staffed and unstaffed units/costs for that particular role.

Selecting a resource displays totals for allocation and limit units/costs for that resource.

Note: Under/Overallocated is calculated as Allocated minus Limit. Overallocated values display in red; underallocated values are negative.

Selecting a project displays usage data for all resources or roles assigned to the project.

To view a list of activities for a selected role or resource, select a role or resource and click a project name in the spreadsheet.

For a resource, you can view start and finish dates, remaining units, and units percent complete for each activity assignment. You can also e-mail the project manager.

For a role, you can view activities categorized as staffed and unstaffed. You might assign a resource to an unstaffed activity or change the assignment on a staffed activity. You can also search for resources.

Note: When viewing activities for a resource, the start and finish dates, remaining units, and units percent complete fields contain values for the resource, not the activity. Therefore, the resource information might not match the corresponding information for the activity.

To view a list of active resources who can fill a selected role, click the role name in the spreadsheet.

To save the contents of the spreadsheet to an Excel spreadsheet file (*.xls) file, click Export Spreadsheet. The complete timescale and all spreadsheet rows are exported. Timescale headings are adjusted to display in a single column, using Month/Day/Year format.

Histogram view

The histogram displays a graphical view of frequencies for the selected role or resource. In the histogram, the vertical blue dotted line represents the current data date for the project.

To display a dialog box containing units or costs totals, click the histogram. Depending on the histogram's timescale and where on that timescale you click, the dialog box will display different information. For example, if the timescale is set to Year/Quarter, the dialog box will display totals for the quarter and year you select.

"" Zoom In

Magnifies items in the work area so they appear larger. (This option is available only in the Histogram view.)

"" Zoom Out

Minimizes items in the work area so they appear smaller. (This option is available only in the Histogram view.)

Tips

  • Units values do not display a label (h, d, w, m, y) unless you have set your Global tab preferences to show a label for time units.
  • For units display, if the project team consists of only material resources or a mix of material and labor/non-labor resources, when you select the project name in the hierarchy, dashes display in the histogram and spreadsheet instead of team summary bars or totals. This occurs because summing unit values for mixed resource types does not provide an accurate total since labor and non-labor resources are usually associated with time (such as hours or days), and material resources are often expressed in non-time units of measure.
  • To adjust the width of the timescale increments, click "" or "".
  • Click the role link when Team Usage is organized by role to view which resources can perform a particular role.
  • The project must be summarized for data to appear in the spreadsheet or histogram.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Team Usage.

Related Topics

About Team Usage

Customizing Team Usage

Assigning Resources to Unstaffed Activities

Exporting Team Usage Spreadsheets

Searching Resources

Sending E-Mail to a Project Manager


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