Previous Topic

Next Topic

Book Contents

Viewing Role Usage

Use the Role Usage tab to view detailed role assignment information in histogram and spreadsheet format.

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. , click the Role Usage tab.
  4. On the Role Usage tab:
    1. In the Group By list, choose to view roles by Role Hierarchy or Role Team.
    2. Click a role name.
    3. In the Display field, choose Spreadsheet or Histogram.

      The spreadsheet shows staffed and unstaffed values per project. Click a role name to see resources who can fulfill that role. Click a project name, if available, to see the list of activities with the role assignment. See Assigning Resources to Unstaffed Activities for more information.

      The histogram you use to analyze the staffing requirements for any item in the role hierarchy, whether the item you select represents one role or a group of roles. It also enables you to easily identify staffing requirements by role and project, and shows when a particular role is overloaded.

    4. Click Customize.
  5. In the Customize dialog box:
    1. In the Display list, choose the display format (units or costs).

      Choose units to view role use over the selected timescale interval; choose costs to view how much money is being spent over time.

    2. In the Timescale field, choose a timescale interval.

      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.

    3. Choose to show or hide a Limit line. The Limit line shows maximum availability based on the resource's calendar and Max units/time setting, along with application settings for hours per time period.
    4. Choose to show or hide the Allocation Limit line. This line shows the role's maximum availability based on Allocated planning values specified in the Resource Planning spreadsheet. Use this limit line to evaluate whether detailed activity assignments are in line with what was planned.
    5. Click Save.

Tip

The role 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.

Related Topics

Resource Analysis

About Resource Analysis

Analyzing Resource Allocations

Assigning Resources to Unstaffed Activities

Viewing Resource Usage

Exporting Resource or Role Usage Data

Role Usage Tab of the Analysis Page

Customize Spreadsheet or Histogram Dialog Box of the Analysis Page


Copyright information