Resourcing Display Preferences

Overview

Using the Display Preferences in the Resource Center and a project's Resourcing tab, you can control the type of resource planning information that appears in the list on the left side of the screen or the timeline that appears on the right side of the screen. The options in the Display Preferences menu only affect the project row and resource row. The task row displays the same in a project's Resourcing tab and both tabs of the Resource Center regardless of your selections.

These preferences are accessible from the Actions (“   ”) menu located to the right of the calendar controls.

Hours View Preference

The Hours View Preference section gives you three different options for viewing information in the timeline.

Allocated Hours (default)

Depending on which Resourcing area you are viewing, allocated hours will display differently:

• In the Team Members tab, you can see an overview of workloads and availability. Each bar is a visual representation of how your resources are allocated over a selected period of time. You'll be able to see the percentage of time and number of hours allocated to each resource, including those which are overallocated. Stripes indicate that the team member has a soft allocation during this timeframe. The shading of each bar gets darker as the total allocated time for the resource increases.

• In the Projects tab and the Resourcing tab of a project, the time allocated to each resource is displayed. At a glance, you’ll be able to see workloads and availability across multiple projects, as well as an up-to-date Estimate at Completion (EAC).

Compare Scheduled vs. Allocated

The Compare Scheduled vs. Allocated option allows you to see where scheduled hours and allocated hours are assigned to resources and to projects (based on resource hour assignments):

• In the Team Members tab, you’ll see the allocated hours for each team member, along with their scheduled hours just below that, giving you the ability to instantly see how your project schedule aligns with your allocated hours. When a member’s scheduled hours are more than their allocated hours across all projects for the selected period of time, the bar will turn red.

• In the Projects tab and the Resourcing tab of a project, the total scheduled hours for each project, for the selected period of time, are displayed beneath the project summary bar. Click the arrow to the left of the project name to expand it. You’ll see the allocated hours for all team members and unnamed resources that have been assigned to the project.

Scheduled Hours

Depending on which Resourcing area you are viewing, scheduled hours will display differently:

• In the Team Members tab, you’ll see the number of hours each team member is scheduled to work for the selected period of time. The shading indicates how many scheduled hours the individual has compared to their capacity; light blue indicates that scheduled hours are below capacity, blue indicates that scheduled hours are at capacity, and red means scheduled hours are over capacity.

• In the Projects tab and the Resourcing tab of a project, the timeline displays the number of resource hours scheduled for each project. Click the arrow to the left of the project name to expand it. You’ll see the scheduled hours for all team members and unnamed resources that have been assigned to the project.

Estimate at Completion (EAC) Calculations

The Calculate Estimate at Completion (EAC) Using section is only available when you are in the Projects tab or a project's Resourcing tab. These settings are persistent, meaning that Kantata OX will remember your selections the next time you refresh or revisit the page.

The following preferences allow you to determine how EAC is calculated and displayed in the timeline:

• • Named Resource Hard Allocations—Includes named resources with hard allocations in the EAC calculation. This option cannot be deselected.
  • Named Resource Soft Allocations—If checked, named resources with soft allocations are included in the EAC calculation.
  • Unnamed Resource Soft Allocations—If checked, unnamed resources (which can only have soft allocations) are included in the EAC calculation.

All of the above options are enabled by default, meaning the default calculation for EAC is based on both allocations types (soft and hard) and both types of resources (named and unnamed).