Resource View

The Resource view shows the current commitments of each allocated resource in the project as a list of allocation records and a Gantt chart of the progress of the allocations.

The display initially shows the resources and their overall commitment; click on the 'plus-box' to the left of the name of the resource to expand the entry to show the elements and the allocation period for each element.

The display shows both complete allocations and those that are still in progress; an internal filter hides completed allocations two weeks after the end date, and incomplete allocations one month after the end date. Tasks you can perform include checking the:

Dates on which specific resources or all resources are currently allocated
Elements to which each resource is allocated
Dates on which a resource is allocated to work on a specific element
General progress of the resource in completing the work
Specific details of the allocation of a resource to an element and task or role

Access    Project | Project Gantt View > Resource View

Resource View options

Option

Usage

See also

Filter the display by task allocation

Right-click on the list and select the Show Filter Bar context menu option. To hide the Filter Bar again, right-click and select the Hide Filter Bar option.

The Filter Bar displays at the top of the columns; type in a text string to filter for element names, element status, role or task names, or percentage-completeness, beginning with the text or digits. You can use the Tab key to move across the fields.

Having set a filter value, you can edit it either by clicking on it or by right-clicking and selecting the Edit Filter option. To delete the value altogether, click on the blue cross at the right of the field.

 

List Header

Filter the display by Start or Completion date

 

The display default is to show current tasks for which the end date has not. Right-click on the list and select one of the three context menu options:

Toggle Highlight of Overdue Items - to hide or display a red line from the defined end date to today's date, identifying items that have not been completed even though the defined end date has passed
Display Completed Tasks Within the Last... - to display incomplete tasks and tasks completed only within the last period; you can set this period to 7, 30, or 90 days, or you can include all completed tasks, or hide all completed tasks
Display Future Tasks Starting in... - to display current incomplete tasks and completed tasks (depending on the setting of the option above) and future tasks that have been recorded and are due to start within the next period; you can set this period to 7, 30 or 90 days, or you can show all tasks that have been recorded but are not yet due to start

 

 

Display the properties of the element to which the resource is assigned

 

Right-click on the entry and select the Show Element Properties context menu option.

The Properties dialog for the element displays.

 

Properties Dialog

Display the resource allocation details

Right-click on the entry and select the Show Task Properties context menu option.

The Assigned Resources dialog displays; you can edit the details and, if necessary, change the resource allocated to the element.

 

Resource Allocation

The Project Management Window

Refresh the report

Right-click on the entry and select the Refresh context menu option.

The content of the display is refreshed and collapsed to resource level.

 

 

Display the Resource Allocation records for the element

Right-click on the entry and select either of the context menu options:

Show Element Project Management Window (if the window is closed or hidden)
Find Task in Element Project Management Window (if the window is visible but showing the details of another element)
 

The Project Management window displays at the Resource Allocation tab, with the details of the selected entry shown in the fields and the other resource allocations for the element listed in the left-hand panel.

You can edit the details and, if necessary, change the resource allocated to the element.

 

Resource Allocation

The Project Management Window

Reposition the Gantt chart to show the start date or end date of an allocation, or today's date

Right-click on the entry and select the required option:

Go To Task Start Date
Go To Task End Date
Go To Today's Date
 

The display shifts to put the required date in the center of the chart.

 

 

Locate the element in the Project Browser

Right-click on the element name and select the Find in Project Browser context menu option.

The area of the Project Browser containing the element is brought into focus and expanded, and the element is highlighted.

 

 

Save an image of the Gantt chart to file

Right-click on the tab and select the Save Image to File context menu. option

The Save As Image dialog displays, on which you specify the file name, location and graphics file type to save to.

 

 

Save an image of the Gantt chart to the clipboard

Right-click on the tab and select the Copy Image to Clipboard context menu option.

You can paste the image from the clipboard into your preferred graphics package.

 

 

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