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

Action

See also

Filter the display to include elements having certain properties

Right-click on the list and select the Show Filter Bar context menu option.

The Filter Bar displays underneath the heading bar. Type a text string in the field above a column to immediately filter the list for entries that have the text string in the values in that column.

To delete a filter string altogether, click on the blue cross at the right of the field.

If you no longer want to use the filter bar, right click on the list and select the Hide Filter Bar option.

 

 

 

List Header

Filter the display to exclude elements by status

(A feature of the Project Gantt View only, taking effect under your user ID.)

Right-click on the window and select the Apply Element Status Filter context menu option.

The Excluded Status Types dialog displays; select the checkbox against one or more statuses to exclude elements having those statuses from the list.

You can select all checkboxes at once by clicking on the Select All button, and clear all selections by clicking on the Clear All button.

Click on the OK button to immediately apply the filter, which stays in effect until you specifically change it.

 

 

Filter the display by Start or Completion date

 

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

Include 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
Include 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
 

 

Identify overdue tasks amongst the items

Right-click on the display and select the Display Highlight For Overdue items option and one of its sub-options:

Show in Red - to display the uncompleted percentage of the task bars for overdue items on the Gantt chart in red
Show in Red to Current Date - to extend the task bars of the overdue items to today's date, and display them in red
None - to cancel any overdue item highlighting that has been set
 

 

Display ONLY overdue tasks

Right-click on the display and select the Show Overdue Items Only option.

The display shows only those items for which the end date has passed but that are not 100% complete. These items do not have red highlighting.

 

 

Display tasks for today only, or for another day only

Right-click on the display and select the option:

Show only Active tasks for today - to show only tasks that are in progress today
Show only Active tasks for another day - to show only tasks that were in progress on a specific day in the past, or that are scheduled to be in progress on a day in the future; a calendar dialog displays from which you select the day to examine
 

 

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.

 

 

The Project Management Window

 

 

Resource Allocation

Assign Multiple Resources

Assign a new resource to an element

Right-click on the appropriate element in an expanded resource item, and select the Assign Resource context menu option.

The Assigned Resources dialog displays; complete this as for the Resource Allocation tab of the Project Management window.

 

Resource Allocation

The Project Management Window

Reposition the Gantt chart to automatically show the end date of a selected allocation

Right-click on the display and select the Go to | Auto Sync with Task End Date option.

Whilst this option is selected (with a tick next to it), whenever you click on an allocation in the Resource view the display adjusts to show the end date of the task in the center of the chart.

 

 

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.

 

Learn more