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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:

cost by role.png

 

Design View Selection Comments
General

Topic: 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 > Title

Values: Role > Allocated Roles: Role > Total Allocated Cost

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

Screen Shot 2021-06-03 at 3.33.54 PM.png

Display Enter and select desired Display options.  
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.