Demand resourcing fields

For each field listed below, the following information is given:

  • Description - the information displayed by the field when added to the spreadsheet or to a text annotation.
  • Parameters - any additional, optional parameters that you can use to modify the information that the field displays or the way in which the information is displayed.
  • Editable? - whether the field is editable when displayed in a spreadsheet column. If a field is editable in the spreadsheet, you can change the data displayed in the column to edit the properties of the corresponding bar, task or allocation.

Allocation

Description The allocation, quantity or cost amount of a resource or cost allocation.
Parameters
  • Data - whether you want to display information relating to the live data or to a specific baseline.
  • Specific task - specify specific task(s) on a multi-task bar to which you want the field to refer if required.
Editable? Yes

Effort

Description The total amount of effort on a task or permanent resource allocation. If you edit the effort of a partially-progressed allocation, the remaining amount of effort is changed. If a resource is specified but no allocation exists, entering a figure into a cell for a task creates an allocation of the resource; if you enter a zero amount against an allocation, the allocation is deleted.
Parameters
  • Apply view filter - select this check box if you want values in the table to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in values, regardless of whether they match the filter criteria. This check box does not affect rolled-up values - ie values that relate to summary tasks, expanded tasks and hammocks.
  • Filter rolled-up values - select this check box if you want rolled-up values in the table - ie values that relate to summary tasks, expanded tasks and hammocks - to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in rolled-up values, regardless of whether they match the filter criteria.
  • Data - whether you want to display information relating to the live data or to a specific baseline.
  • Dates - specify a date range if required.
  • Specific task - specify specific task(s) on a multi-task bar to which you want the field to refer if required.
  • Cons/Perm/All - the type of resource about which you want to display information.
  • Resource - the specific resource about which you want to display information.
  • Scheduled/Demand - the type of allocation about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Override time unit - the time unit in which to display the information.
Editable? Yes (editable for tasks only if there is a single matching permanent resource allocation)

Effort devolved

Description The amount of effort from a task or parent demand allocation that has been devolved to a child allocation.
Parameters
  • Apply view filter - select this check box if you want values in the table to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in values, regardless of whether they match the filter criteria. This check box does not affect rolled-up values - ie values that relate to summary tasks, expanded tasks and hammocks.
  • Filter rolled-up values - select this check box if you want rolled-up values in the table - ie values that relate to summary tasks, expanded tasks and hammocks - to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in rolled-up values, regardless of whether they match the filter criteria.
  • Data - whether you want to display information relating to the live data or to a specific baseline.
  • Dates - specify a date range if required.
  • Specific task - specify specific task(s) on a multi-task bar to which you want the field to refer if required.
  • Resource - the specific resource about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Override time unit - the time unit in which to display the information.
Editable? No

Effort pending

Description The amount of effort from a task or demand allocation that has yet to be devolved or satisfied.
Parameters
  • Apply view filter - select this check box if you want values in the table to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in values, regardless of whether they match the filter criteria. This check box does not affect rolled-up values - ie values that relate to summary tasks, expanded tasks and hammocks.
  • Filter rolled-up values - select this check box if you want rolled-up values in the table - ie values that relate to summary tasks, expanded tasks and hammocks - to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in rolled-up values, regardless of whether they match the filter criteria.
  • Data - whether you want to display information relating to the live data or to a specific baseline.
  • Dates - specify a date range if required.
  • Specific task - specify specific task(s) on a multi-task bar to which you want the field to refer if required.
  • Resource - the specific resource about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Override time unit - the time unit in which to display the information.
Editable? No

Effort remaining

Description The amount of effort remaining to be completed on a task or permanent resource allocation. If a resource is specified but no allocation exists, entering a figure into a cell for a task creates an allocation of the resource; if you enter a zero amount against an allocation, the allocation is deleted.
Parameters
  • Apply view filter - select this check box if you want values in the table to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in values, regardless of whether they match the filter criteria. This check box does not affect rolled-up values - ie values that relate to summary tasks, expanded tasks and hammocks.
  • Filter rolled-up values - select this check box if you want rolled-up values in the table - ie values that relate to summary tasks, expanded tasks and hammocks - to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in rolled-up values, regardless of whether they match the filter criteria.
  • Data - whether you want to display information relating to the live data or to a specific baseline.
  • Dates - specify a date range if required.
  • Specific task - specify specific task(s) on a multi-task bar to which you want the field to refer if required.
  • Cons/Perm/All - the type of resource about which you want to display information.
  • Resource - the specific resource about which you want to display information.
  • Scheduled/Demand - the type of allocation about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Override time unit - the time unit in which to display the information.
Editable? Yes (editable for tasks only if there is a single matching permanent resource allocation)

Effort satisfied

Description The amount of effort on a task or demand allocation that has been satisfied by a scheduled allocation.
Parameters
  • Apply view filter - select this check box if you want values in the table to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in values, regardless of whether they match the filter criteria. This check box does not affect rolled-up values - ie values that relate to summary tasks, expanded tasks and hammocks.
  • Filter rolled-up values - select this check box if you want rolled-up values in the table - ie values that relate to summary tasks, expanded tasks and hammocks - to include only those tasks and allocations that are included in whichever filter is currently applied, or clear the check box to include all tasks and allocations in rolled-up values, regardless of whether they match the filter criteria.
  • Data - whether you want to display information relating to the live data or to a specific baseline.
  • Dates - specify a date range if required.
  • Specific task - specify specific task(s) on a multi-task bar to which you want the field to refer if required.
  • Resource - the specific resource about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Override time unit - the time unit in which to display the information.
Editable? No