Resource 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.

Activity Effort Budget

Description

The activity effort budget of a task that uses Effort Activity Budget resource modelling.

 

For more information, refer to Understanding the results of rescheduling.

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.
  • Override time unit - the time unit in which to display the information.
Editable? Yes

Actual Effort

Description The amount of effort that has been completed on a task or permanent resource allocation by the report date of a specified progress period or today's date. You can use this field to enter actuals against tasks where resource bars are not displayed in a project.
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).
  • Progress period - the progress period about which you want to display information.
  • Cumulative - if you specify a progress period, whether to display the progress that was completed within that progress period or a cumulative amount, ie all progress that has been completed up to the end of the progress period.
  • 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)

Actual Quantity

Description The quantity of a consumable resource that has been completed on a task or consumable resource allocation by the report date of a specified progress period or today's date. You can use this field to enter actuals against tasks where resource bars are not displayed in a project.
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).
  • Progress period - the progress period about which you want to display information.
  • Cumulative - if you specify a progress period, whether to display the progress that was completed within that progress period or a cumulative amount, ie all progress that has been completed up to the end of the progress period.
Editable? Yes (editable for tasks only if there is a single matching consumable resource allocation)

Actual Work

Description The amount of work that has been completed on a task or permanent resource allocation by the report date of a specified progress period or today's date.
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).
  • Work details - whether to display just the amount of work (for example 25.00), just the name of the unit in which the work is measured (for example Litre) or both the amount of work and the work unit (for example 25.00 Litre).
  • Progress period - the progress period about which you want to display information.
  • Cumulative - if you specify a progress period, whether to display the progress that was completed within that progress period or a cumulative amount, ie all progress that has been completed up to the end of the progress period.
Editable? No

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 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 variance

Description The difference between the actual amount of effort on a task or permanent resource allocation and the budgeted effort, according to a specified baseline.
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 - the baseline to use when calculating the value.
  • 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? No

From task factor

Description

The number by which you multiply the task's work when calculating a resource allocation using the Work From Task or Quantity From Task modelling methods.

 

For more information, refer to Work From Task modelled permanent resources and Quantity From Task modelled consumable resources.

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

Planned actual effort

Description In the live data or in a specified baseline, the effort that is planned to be completed on a task or permanent resource allocation by the report date of a specified progress period, or by today's date.
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.
  • 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.
  • Progress period - the progress period 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

Planned actual quantity

Description In the live data or in a specified baseline, the quantity that is planned to be completed on a task or consumable resource allocation by the report date of a specified progress period, or by today's date.
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.
  • 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.
  • Progress period - the progress period about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
Editable? No

Planned actual work

Description In the live data or in a specified baseline, the work that is planned to be completed on a task or permanent resource allocation by the report date of a specified progress period, or by today's date.
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.
  • 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.
  • Progress period - the progress period about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Work details - whether to display just the amount of work (for example 25.00), just the name of the unit in which the work is measured (for example Litre) or both the amount of work and the work unit (for example 25.00 Litre).
Editable? No

Planned effort remaining

Description In the live data or in a specified baseline, the effort that is planned to remain to be completed on a task or permanent resource allocation by the report date of a specified progress period, or by today's date.
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.
  • 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.
  • Progress period - the progress period 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

Planned quantity remaining

Description In the live data or in a specified baseline, the quantity that is planned to remain to be completed on a task or consumable resource allocation by the report date of a specified progress period, or by today's date.
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.
  • 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.
  • Progress period - the progress period about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
Editable? No

Planned work remaining

Description In the live data or in a specified baseline, the work that is planned to remain to be completed on a task or permanent resource allocation by the report date of a specified progress period, or by today's date.
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.
  • 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.
  • Progress period - the progress period about which you want to display information.
  • Rolled/Direct - whether to display directly-allocated values or rolled up values (for parent tasks only).
  • Work details - whether to display just the amount of work (for example 25.00), just the name of the unit in which the work is measured (for example Litre) or both the amount of work and the work unit (for example 25.00 Litre).
Editable? No

Quantity

Description The total quantity on a task or consumable resource allocation. If you edit the quantity of a partially-progressed allocation, the remaining amount of quantity 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).
Editable? Yes (editable for tasks only if there is a single matching consumable resource allocation)

Quantity remaining

Description The quantity remaining to be completed on a task or consumable 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).
Editable? Yes (editable for tasks only if there is a single matching consumable resource allocation)

Resources

Description The resources assigned to a task, or the name of individual resource allocations.
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).
  • Use resource name - select this check box to identify resources by their names, or clear the check box to identify them by their short single names. If you clear the check box and no short single name has been defined for a resource, the resource's name is used. This check box is particularly useful in projects that have been imported from Primavera software: select the check box to identify resources by their names, or clear the check box to identify them by their Primavera resource IDs.
Editable? No

Resources allocations

Description The name and allocation/quantity of the resources assigned to a task, or the name and allocation/quantity of individual resource allocations. 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).
  • Use resource name - select this check box to identify resources by their names, or clear the check box to identify them by their short single names. If you clear the check box and no short single name has been defined for a resource, the resource's name is used. This check box is particularly useful in projects that have been imported from Primavera software: select the check box to identify resources by their names, or clear the check box to identify them by their Primavera resource IDs.
Editable? Yes (editable for tasks only if there is a single matching resource allocation and that resource is specified)

Resources avg. allocations

Description The name and average allocation/quantity of the resources assigned to the tasks on a bar, or the name and average allocation/quantity of individual resource allocations.
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).
  • Use resource name - select this check box to identify resources by their names, or clear the check box to identify them by their short single names. If you clear the check box and no short single name has been defined for a resource, the resource's name is used. This check box is particularly useful in projects that have been imported from Primavera software: select the check box to identify resources by their names, or clear the check box to identify them by their Primavera resource IDs.
Editable? No

Resources effort

Description The name and effort of the resources assigned to a task, or the name and effort of individual resource allocations. 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).
  • Use resource name - select this check box to identify resources by their names, or clear the check box to identify them by their short single names. If you clear the check box and no short single name has been defined for a resource, the resource's name is used. This check box is particularly useful in projects that have been imported from Primavera software: select the check box to identify resources by their names, or clear the check box to identify them by their Primavera resource IDs.
Editable? Yes (editable for tasks only if there is a single matching resource allocation and that resource is specified)

Resources max allocations

Description The name and maximum allocation/quantity of the resources assigned to the tasks on a bar, or the name and maximum allocation/quantity of individual resource allocations.
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).
  • Use resource name - select this check box to identify resources by their names, or clear the check box to identify them by their short single names. If you clear the check box and no short single name has been defined for a resource, the resource's name is used. This check box is particularly useful in projects that have been imported from Primavera software: select the check box to identify resources by their names, or clear the check box to identify them by their Primavera resource IDs.
Editable? No

Resources min allocations

Description The name and minimum allocation/quantity of the resources assigned to the tasks on a bar, or the name and minimum allocation/quantity of individual resource allocations.
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).
  • Use resource name - select this check box to identify resources by their names, or clear the check box to identify them by their short single names. If you clear the check box and no short single name has been defined for a resource, the resource's name is used. This check box is particularly useful in projects that have been imported from Primavera software: select the check box to identify resources by their names, or clear the check box to identify them by their Primavera resource IDs.
Editable? No

Standard work

Description For permanent resource allocation bars, the amount of standard work assigned to the resource.
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.
  • Standard work - the type of standard work about which you want to display information; if you select a standard work folder, standard work for all of the standard work types within the folder will be included.
  • Show - whether to display total, actual or remaining standard work.
  • Override time unit - the time unit in which to display the information.
Editable? No

Work

Description The total amount of work on a task or permanent resource allocation. If you edit the work amount of a partially-progressed allocation, the remaining amount of work 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).
  • Work details - whether to display just the amount of work (for example 25.00), just the name of the unit in which the work is measured (for example Litre) or both the amount of work and the work unit (for example 25.00 Litre).
Editable? Yes (editable for tasks only if there is a single matching permanent resource allocation)

Work remaining

Description The amount of work remaining to be completed on a task or permanent resource 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.
  • 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).
  • Work details - whether to display just the amount of work (for example 25.00), just the name of the unit in which the work is measured (for example Litre) or both the amount of work and the work unit (for example 25.00 Litre).
Editable? No