Display & Publishing - Resource Usage Profile

OVERVIEW – In addition to providing a large library of standard project management reports, two reporting tools are available to access and report information stored in the database: the Report Wizard and the Report Editor. - Primavera

1. In the Activity View, click the Resource Usage Profile button on the main toolbar.
   
   
2. Once you do that the Activity Details panel is replaced by the Resource Usage Profile.  On the left is a list of all Resources assigned to the currently open project.  On the right is a histogram of the highlighted resource’s actual and remaining units.  Highlight all of the resources on the left hand side.
   
   
3. The histogram now reflects data taken from every single resource.  Click the bar that says Display: Open Projects Only directly above the histogram and choose Resource Usage Profile Options… from the drop-down menu.
   
   
4. The Resource Usage Profile Options window allows you to control certain aspects concerning what information is used as well as the overall look of the histogram.  Since we are using units on a 1 to 1 basis with cost, let’s choose to display Cost instead of units since that’s what we’re concerned with on this project.  Also, make sure that the Display Actual using Financial Period data box is checked.  Click OK.
   
   
5. The histogram is now displaying cost instead of units and is using our stored Financial Period performance now.  You can adjust the timescale just as you would the Gantt chart in order to make better use of space.
   
   
6. To see the same information in spreadsheet format, click the Resource Usage Spreadsheet button right next to the Profile button.
   
   
7. Very similar to the Profile version, using the spreadsheet option gives you a very detailed breakdown of all activities and their associated resources.  When cost loading a schedule both of these ways can be successfully used in order to see cash flow projections on your project.
   
   
8. Click back to the Resource Usage Profile.  Let’s add some more depth to the information presented on the histogram.  Click the bar above the histogram that should say Display: Open Projects Only.  Click Stacked Histogram from the drop-down menu.
   
   
9. The Resource Usage Profile panel should now be blank.  Click the bar above the histogram section and this time choose Resource Usage Profile Options.
   
   
10. Since we now have it set to Stacked Histogram this window is slightly different.  First of all, change the Display to At Completion Cost and check the Display Actual using Financial Period data box.
    
    
11. Right below that under the Show section, select the Total Cumulative Curve setting.
    
    
12. Now, we have to add our four resources to the very bottom section so that they’ll show up in the histogram.  Click Add.
    
    
13. A filter window appears.  Name the filter, Tower Builders.  Give the filter a parameter of Resource ID is equal to and then select the Tower Builders resource from the popup.  Click OK.
    
    
14. Back to the options window our Resource filter appears along with a pattern and color next to it which will be used for the stacked histogram.  Do the same thing for the other 3 resources.
    
    
15. Click OK to exit the options window.
    
    
16. Assuming you setup everything correctly there should now be a nice little stacked histogram showing actual and projected resource values for each month of your project.
    
    Note – To print out either the Profile histogram or the spreadsheet you must have that section open in the activity view before going to the print preview.  Once at the Print Preview screen go to Page Setup and click on the Options tab.  Check the Profile box.  In order to just printout the histogram make sure that all other options are unchecked.
    
    
17. Finally, save the layout as Rm. 201 – resource histogram.

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