Task Usage Spreadsheet

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Task Usage Spreadsheet

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Windows>Task Usage Spreadsheet

The Task Usage window displays time-distributed cost and resource assignment data.

·The rows with yellow background are the task; indented rows below each task show the individual resource assignments. The left side table shows values for the entire task duration, while the right side spreadsheet under the Timeline shows values per time-period bucket. When applicable, the values in the Resource assignment rows will be summed to the Task row.
·To choose which Tasks to include in the spreadsheet: From the Gantt window,  apply column filters to show only the Tasks you wish to view in the Task Usage spreadsheet. Only Tasks visible in the Gantt window will appear in the Task Usage spreadsheet. Sorting of the Tasks in the Task Usage spreadsheet is also controlled by sorting int the Gantt window
·Fields in the left side table that can be edited in Task Properties>Resources, can also be edited directly in the Task Usage table. If a parameter cannot be edited in Task Properties>Resources it will not be able to be edited in the Resource Usage table either. For example, for a Human Resource, Planned Units is only editable when Fixed Units is enabled; when Fixed Units is disabled, Planned Units/Time will be editable instead.
·The following menu is available by right click in the table area:

Customise Fields...

Select the field to be displayed in the time-distributed spreadsheet. The value of this field will be calculated for each resource assignment per time period. Fields are available as Time Interval or Cumulative (sums Time Interval values up to the end of the given time period).

Edit Timescale

Specify the Timescale Start and End Dates for the time-distributed spreadsheet. The Automatic settings will use the Project Start and Project Finish dates in Navigator>Project>Details

The Timeline Step determines the bucket size or time-period for which the spreadsheet values are calculated

NOTE: For multi-year projects it is recommended to set the Timeline to a shorter portion of the overall duration, especially when the Timeline Step is set to Hour or Day. Limit timescale duration by editing left (Start) and right (Finish) borders. For example, use hourly scale for reports on weekly or monthly basis and daily scale for monthly or quarterly reports.

Resources

Choose which Resource types to include in the report. Only assigned Resources of the selected types assigned to the task will be listed underneath it. Summary (Task-level) values will include only the displayed Resources. Resource Units and Resource Count will only sum to the Task level, when only a single Resource Type is displayed and for Material Resources when Unit Types of assigned Resources are all the same for a single task.

Zoom To

Scrolls the timeline to show the assignments for the selected row

Copy Text

Copy the selected text

Export to Excel

Export the currently visible data to Excel for further analysis or to create graphs.

Expand All

Expand all Task summary rows so that all resource assignment rows show

Collapse All

Collapse all expanded rows so that only the Task summary rows show

·The following menu is available by right clicking in the column header area:

Customise Columns - Open the Customise Columns window to select the columns for the left side table

Sort - Sort the left side table by one of the visible columns

Column Width - opens a dialog to specify the fixed column width for the time distributed data columns under the Timeline

Custom Filter - Right click in the header of the column you wish to filter by and select Custom Filter... to open the Filter dialog

Clear Filter  - removes the filter from the selected column

Clear All Filters - removes custom Filters from ALL columns

Edit timescale - Specify the Timescale Start and End Dates for the time-distributed spreadsheet. (see above)

·The information displayed in this Chart can be printed (see Printing). In the Layout tab, select Task Usage for View to Print

Related Topics:

Resource Chart

Resource Usage

The Print Dialog