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Planview Customer Success Center

Resource Planning by Allocated Role Time Series

Compare cost and hours for resource allocations, demand, and actuals, by project/role/resource over time.

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Design View Selection Comments
General

Topic: Allocated Role

Specialty: Time Series

Type: Crosstab

Title: <enter a meaningful title>

 

Other report Types that work well include List: Time Series.

Data

Bottom Axis: Date

Left Axis: 

  • Project
  • Role
  • Resource

Values: Note that some fields are repeated but have different Settings

  • Allocation Cost
    • Change data field label to "Demand Cost"
    • Change field setting to "Staffed"
  • Allocation Hours
    • Change data field label to "Demand Hours"
    • Change field setting to "Staffed"
  • Allocation Cost
  • Allocation Hours
  • Internal Cost: All Hours
  • Total Hours

To change the data field labels, for example from "Allocation Cost" to "Demand Cost", within the Values area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

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To change the field settings, for example the "Allocation Cost" to only consider "Staffed" allocation costs instead of "Staffed and Unstaffed", within the Values list for a field select the gear icon for "Edit Settings for <field title>" and in the resulting "Edit Settings for <field title>" modal, select the desired Staffed option.

Edit Settings.png

Field Settings.png

Display

Set desired Display options.

 
Variable Settings

Set desired Time Series options, such as:

Frequency: Monthly

Date Range: Is this year

Provide relevant filters, for example if you only want to see resources for certain types or for a specific unit. If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.