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Planview Customer Success Center

Resource Workbench Utilization aka Top Half of Home/Resources View

Displays resource utilization, mimicking the top half of Home/Resources view (also known as the Resource Workbench).

Top half resource workbench.png

 

Design View Selection Comments
General

Topic: Resource

Specialty: Time Series

Type: List: Time Series

Title: <enter a meaningful title>

 

 

Data

List Fields: Add whichever of the following resource and other fields that would be of value and/or match the Resource Workbench Resource Columns settings, such as:

  • Name: Last, First
  • Primary Role

Time Series Fields: Only available fields that have a time series indicator appended to their titles - such as '(Time Series)', or '(Allocated Roles - Time Series)' - should be added to this section (hint: search Available Fields list for 'time series'). From the Resource available fields add the following:

  • Allocation Percent (Time Series)

Adding Background Colors:

Within the Time Series Fields area select the gear icon to edit settings for the Allocation Percent field:

Screen Shot 2021-10-14 at 11.28.57 AM.png

Select the Colors tab and the Custom colors option:

Screen Shot 2021-10-14 at 11.36.37 AM.png

Select an appropriate Maximum color value (this is the background color shown for % values greater than the largest 'Up to %' value in the grid below) and add New colors with 'Up to %' values. 'Up to %' is inclusive of the value, for example if you select a white color for up to 100% and a blue color for up to 75%, then values greater than 75% and up to and including 100% will have a white background. To mimic the Resource Workbench utilization colors, you can enter values and colors to match Admin/Organization/Resource Settings/Resource Utilization settings. Note that what you enter won't be exact matches because the utilization settings have gradients whereas Time Series background colors do not. Note also that sometime in the near future we hope to include a 'Show background colors' option for using the Resource Utilization colors to save effort. In the meantime, see the example below for matching Resource Utilization colors with Time Series field background colors:

Screen Shot 2021-10-14 at 12.10.53 PM.png

Screen Shot 2021-10-14 at 12.10.32 PM.png

To change the Allocation Percent to show without decimals and match the Resource Workbench, either in the Preview pane within any of the Time Series column title menus select 'Display Data As' and '0%':

Screen Shot 2021-10-14 at 11.21.26 AM.png

Or, within the Time Series Fields area select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the Display Data As:

Screen Shot 2021-10-14 at 11.22.11 AM.png

Screen Shot 2021-10-14 at 11.26.45 AM.png

 

Display

Configure desired options within the Display tab, such as:

 

 
Variable Settings

Scope: Organization, so that the report will appear in the Organization/Reports grid

Filters: Any resource or project filters

Time Series: Select a Frequency and Date Range appropriate to your report needs, to match the Resource Workbench this could include:

  • Frequency Monthly
  • Date Range 'is next NNN months, including this month' for 12 months

 

If you would like to allow changing Filters or the Time Series selections before running the report or when viewing the report, select the 'Allow changing' checkbox options for each. For example, you might want to allow changing the filters When viewing to mimic the Resource Workbench.