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Customizing Activity Layouts

Resource Usage Profile

The Resource Usage Profile

Use the Resource Usage Profile to analyze quantity or cost usage for resources or roles. You can view a resource's or role's cost and quantity data for a specific project or for all projects across the enterprise (total allocation).

Define the profile to specify whether you want to display cost or quantity information and set the timescale for displaying data values. Choose to display past period actual or actual to date values in bars and curves. Choose to display vertical bars to represent costs or units allocated to your resources for each timeperiod, and include cumulative curves to represent accumulated units and costs over time.

Use the Resource Usage Profile to

Determine how many hours each resource is scheduled to work

Identify overloaded resources

Track expenditures per timeperiod

Determine resource usage by late dates

Display a "banana" curve to compare early and late dates

Display different colors or patterns on the histogram bars when showing the stacked histogram

In addition to customizing data, you can customize the look of the profile by specifying display options, for example, bar color, background line type, or averaging. You can also save a customized profile so that you can always access the same set of activity information or share the Resource Usage Profile with someone else.

The Resource Usage Profile is available only in the bottom layout of the Activities window. The bottom layout window is divided into two panes.

The left pane lists all the resources or roles stored in the hierarchy, depending on your current view. In the stacked histogram view, the left pane lists all the resource or role filter/group names in the hierarchy.

The right pane displays the values for the activities assigned to each resource or role in the histogram, or resource or role filter/group name in the stacked histogram.

Notes

If you are displaying actual to date values (rather than past period actual values) and you do not want the resource unit/cost values spread evenly, use resource curves to distribute those values nonlinearly, or manually enter values for assignments in the Resource Usage Spreadsheet. The Resource Usage Profile reflects the resource curves and manual values. If the planned work on an activity cannot be accurately captured by applying a resource curve, you should manually enter values to achieve the most accurate resource distribution per timeperiod.

When you display a financial period timescale and display data for all projects (rather than for open projects only), activity and resource data must be summarized by financial period to accurately display data for closed projects.

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When connected to a P6 Professional database: If you have administrator rights, to ensure that activity and resource data is summarized by financial period when you summarize projects, choose Admin, Admin Preferences, select the Options tab, then mark the 'By financial periods' checkbox.

When connected to a P6 EPPM database: If you have administrator rights, to ensure that activity and resource data is summarized by financial period when you summarize projects, use the application Settings, General link in P6, then mark the 'By financial periods' checkbox.

When displaying units, bars do not display for summary rows if your selection contains mixed units of measure or a mixture of labor/ nonlabor and material type resources.

Bars and cumulative curves with negative values do not display in the profile. You can view the negative values in the profile details. Double-click in the profile area to view the profile details.

When you print a layout which includes the Resource Usage Profile, you can choose to print the resources included in that profile in the header or footer. Where there are ten or fewer resources in the profile, the Resource IDs of all resources included in the profile are included in the footer. You may need to increase the height or width of the footer to see all the resources included in the profile. Where there are 11 or more resources in the profile, the filter selected for resources is printed instead.

Display the Resource Usage Profile

With the Activities window active, do one of the following:

Choose View, Show on Bottom, Resource Usage Profile.

Click the Layout Options bar and choose Show on Bottom, Resource Usage Profile.

Click on the Bottom Layout toolbar.

Notes

The numbers on the left side of the Resource Usage Profile correspond to the vertical bars. The numbers on the right side of the Resource Usage Profile correspond to the cumulative curves (these numbers appear only if you include cumulative curves in the profile).

To view a stacked histogram in the Resource Usage Profile, click the Display Options bar and select Stacked Histogram.

Bars and cumulative curves with negative values do not display in the profile. You can view the negative values in the profile details. Double-click on the profile to view the profile details.

When you print a layout which includes the Resource Usage Profile, you can choose to print the resources included in that profile in the header or footer. Where there are ten or fewer resources in the profile, the Resource IDs of all resources included in the profile are included in the footer. You may need to increase the height or width of the footer to see all the resources included in the profile. Where there are 11 or more resources in the profile, the filter selected for resources is printed instead.

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Customizing Activity Layouts

Define the Resource Usage Profile

Display the Resource Usage Profile, then click the Display Options bar in the profile and choose Resource Usage Profile Options.

To display the profile options for the stacked histogram, click the Display Options bar in the profile and choose Stacked Histogram. Then, click the Display Options bar in the profile and choose Resource Usage Profile Options. You can also right-click in the profile and choose Resource Usage Profile Options.

The options available to define the Resource Usage Profile depend on whether you display the Regular Histogram or the Stacked Histogram.

Define the Resource Usage Profile - Regular Histogram

The options you can specify for a Resource Usage Profile differ depending on whether you display the profile in resource or role view, and on whether you choose to display resource allocation for one or more open projects or total allocation for all projects across the enterprise.

You choose the resources to include in the profile by selecting them in the left pane of the Bottom Layout window. To specify whether you want to display the profile in role or resource view, click the Display Options bar in the left pane, then choose Select View, By Resource or By Role.

1)In the Resource Usage Profile Options, click the Data tab.

2)Choose the type of information to display: Cost or Units.

3)Mark the Display Actual using Financial Period data option if you want to display past period actual values. Do not mark the checkbox if you want to display actual to date values.

4)In the Show Bars/Curves area, mark the checkbox to specify which cost/unit categories you want to display and whether to show these data by date or as a curve representing cumulative value. Select the color for each bar/curve.

5)If the profile displays resource allocation across the enterprise (all projects), you can choose how you want to display remaining values: as total values across all projects in the enterprise, or as values in the open projects vs. values in closed projects.

If you are displaying roles in the profile, you can choose to view staffed vs. unstaffed costs/units. Staffed units are those for which resources have been assigned to fill role assignments.

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6)To display additional resource data in the profile, mark the corresponding checkboxes:

Show Overtime (open projects view only): Mark to show the resource's overtime units for each time unit in the current layout.

Show Limit: Mark to show the resource's maximum units for each timescale interval in the current layout. This option is available only if you choose to display Units.

Show Overallocation: Mark to display overallocated values in the current layout. This option is available only if you choose to display Units and select Show Limit.

Show Available Units: Mark to display a horizontal line that indicates the resource's available units. This option is available only if you choose to display Units.

7)Click the Graph tab.

8)To display a vertical background line for major and/or minor timescale increments, in the Vertical Lines area, mark the corresponding checkbox. For example, in a Year/Month format timescale, major lines would display between years; minor lines would display between months.

9)To display horizontal lines for each numerical increment listed along the side of the profile, choose the type of line you want to display, then select the line color. Choose None to hide background horizontal lines.

10)To specify additional profile display options, mark the corresponding checkboxes: Show Legend: Mark to display a legend for the profile's bars/curves.

3D Bars: Mark to display the profile’s bars in 3D.

Show Values: Mark to display the values of each bar in the histogram. Background Color: Click to change the profile's background color.

Calculate Average: Mark to specify the values you want to use to divide the timescale interval totals.

Divide Interval Totals By: To divide the timescale interval totals by an increment you specify, type it in this field.

Base on Hours Per Timeperiod: To divide the timescale interval totals by automatic increments, based on the date interval selected, mark this checkbox. When you choose this option, the Divide Interval Totals By field displays the division increment based on the division increment specified in User Preferences for the corresponding date interval: 1h for Hour date interval, 2h for Shift date interval, 8h for Day date interval, 40h for week date interval, and so on.

Unit of Measure: Specify the unit of measure for the timescale intervals.

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