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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. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

Allocated Cost by Role.png

 

Design View Selection Comments
General

Topic: Allocated Role 

Type: Pie: Basic

Title: <enter a meaningful title>

 

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

 

Data

Group By: Role

Values: Total Allocated Cost

 

Display

Enter and select desired Display options, such as:

  • Heading - Cost by Role
  • Heading font Size - 24
  • Data values - Value and percentage $0,000 (0%)
 
Variable Settings

Scope: Organization

Filters: optionally include a resource or allocated role filter

 

Selecting the Organization Scope will cause this report to be available on the Organization Report grid so it can be run per the organization.

As needed, you can also include Role 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.