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Planview Customer Success Center

Allocated Cost by Role

This report provides a visualization of the total allocated cost for each role, which is useful for reporting on role costs across the organization. For example, see a pie chart of the allocated costs across roles:



Design View Selection Comments

Topic: Resource 

Type: Pie: Basic

Title: <enter a meaningful title>


Other report Types that work well include Bar: Basic, Column: Basic, and Donut.



Group By: Resource > Allocated Roles: Resource > Role

Values: Resource > Allocated Roles: Resource > Total Allocated Cost

When starting with the Resource topic, to get to the Allocated Roles available fields, you will need to select the field path Resource > Allocated Roles: Resource >, for example:

Screen Shot 2020-07-06 at 8.57.59 AM.png

Display Enter and select desired Display options.  
Variable Settings

Scope: Organization, Resource

Filters: optionally include a resource or allocated role filter


Selecting the Organization and Resource Scopes will cause this report to be available on the Organization Report and Resource Report grids so it can be run per the organization or resource, respectively.

As needed, you can also include Resource or Allocated Role Filters.

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.