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Planview Customer Success Center

Resource Roles and Allocations

This report shows all of your resource roles and other details, as well as project allocations. For example, see a list showing each resource, their primary role, secondary roles, allocated projects, allocated roles on those projects, and other key information:

res role and alloc.png

Design View Selection Comments
General

Topic: Resource

Type: List

Title: <enter a meaningful title>

 

 

Data

List Fields: Whichever of the following and others would be of value, such as

  • Resource > Name: Last, First
  • Resource > Primary Role
  • Resource > Secondary Roles
  • Resource > Allocated Roles: Resource > Project
  • Resource > Allocated Roles: Resource > Role

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

Screen Shot 2020-07-06 at 9.32.04 AM.png

Display and Preview List Columns

Select desired options within the Display tab, such as Grouping, Sorting, or Aggregation.

Within the Preview pane, select each column's options menu to set specific display options. For example, to change a column's title, select "Change Display Name" or double-click on the column to open the title editor.

Screen Shot 2020-07-06 at 9.33.50 AM.png
Variable Settings

Scope: Organization, Resource

Filters: optionally include resource or allocated role filters

 

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.