Resource View Variants¶

Rillsoft Project provides several resource views. Each view focuses on a specific resource type or analysis perspective. This article describes the variants and explains when each view is useful.

Resource views complement capacity balancing views: capacity balancing compares demand with supply; resource views show actual utilization and distribution of already assigned or planned resources.

Role Utilization¶

Role utilization views show how strongly professional qualifications are used over the project period. They refer to all projects that use the same resource pool.

Role utilization

The standard view shows utilization per professional qualification as a time series. You can immediately see which roles are heavily used, fully utilized, or underutilized.

Open: Start > Resource views > Roles

Especially useful when:

• you need to identify which qualifications are permanently heavily used or fully utilized

• bottlenecks across several projects should be detected

• the resource pool should be checked for completeness

Role utilization, effort

Shows utilization per professional qualification in person-hours or person-days. Use this variant when the amount of planned work must be evaluated in absolute terms.

Open: Role utilization Format > Resource units > Effort in the role utilization view.

Especially useful when:

• resource effort must be quantified for reporting or budgeting

• qualification bottlenecks should be expressed in hours

• additional effort caused by extra projects must be calculated

Role utilization by project

Shows role utilization broken down by projects. You can see which project uses which qualifications and to what extent.

Open: Start > Resource views > Roles, then Start > Outline > Structure > Project > Role.

Especially useful when:

• several projects compete for the same professional qualifications

• project-related resource decisions must be justified

• resource bottlenecks must be assigned to a specific project

Team Utilization¶

Team utilization views show team workload over the project period.

Team utilization

Shows utilization per team as a time series. Overloaded teams are immediately visible.

Open: Start > Resource views > Team

Especially useful when:

• total workload of a team should be evaluated

• teams are the planning unit instead of individual employees

• team leads need an overview of their capacity

Teams by project

Shows team utilization broken down by project. For each project, you can see which teams are involved and how heavily they are used.

Open: Start > Resource views > Team, then Start > Outline > Structure > Project > Team.

Especially useful when:

• several projects are planned with the same teams

• team owners need to see project usage of their employees

• portfolio conflicts should be analyzed at team level

Employee Utilization¶

Employee utilization views show workload for individual employees.

Employee view

Shows all employees with their current utilization as a time series. Employees who are overloaded or double-booked become visible immediately.

Open: Start > Resource views > Employee

Especially useful when:

• individual employees should be checked for over- or underload

• utilization distribution within a group or department should be evaluated

• free capacity is needed for a new assignment

Employee Gantt

Combines the employee list with a Gantt chart. Assigned tasks are shown over time for each employee.

Open: Start > Resource views > Employee, then Start > Additional view > Gantt chart.

Especially useful when:

• the timing of employee assignments must be traced

• overlaps for individual employees must be found

• project manager and resource manager check availability together

Employees by project

Shows employee utilization broken down by project. For each employee, you can see in which project and to what extent the employee is planned.

Open: Start > Resource views > Employee, then Start > Outline > Structure > Project > Role > Employee.

Especially useful when:

• employees work in several projects at the same time

• double assignment or multiple bookings must be detected

• individual employees should be relieved and work redistributed

Material, Machine Type, and Machinery Views¶

These views show utilization of technical resources. They are especially relevant in industries with high material or machine use, such as construction, production, and manufacturing.

Material view

Shows material utilization as a time series.

Open: Start > Resource views > Other > Material

Machine type view

Shows utilization of machine types.

Open: Start > Resource views > Other > Machine types

Machinery view

Shows utilization of the machinery pool, meaning specific machines. Machinery includes stationary or heavy technical resources such as cranes, processing machines, or plants.

Open: Start > Resource views > Other > Machinery

All three views follow the same structure as the employee utilization view: a resource list on the left and a time series of utilization on the right.

Especially useful when:

• technical resources are planned in several projects at the same time

• bottlenecks for machines or devices should be detected early

• investment or rental decisions should be prepared from utilization data

Decision Guide: Which View Should You Choose?¶

Structure Resource Views¶

All resource views can be structured by several characteristics, for example by employee, project, role, or team. Structured views help you not only detect bottlenecks but also classify them professionally.

Open: Start > Outline > Structure in the relevant view.

More: Structure Resource Views

Related Topics¶

• Capacity View Variants

• Structure Resource Views

• Perform Capacity Balancing

• Check Employee Assignments

• Employee Time Entry