Project Roles' Information Mode

Information modes allow you to see the project's data from multiple different aspects straight from that Project's Dashboard:

- Project role's allocations view (slider icon)
- Project role's information view (information icon)
- Project role's monetary information view (currency icon)

You decide the way of viewing the project roles; options circled with orange


You can edit the data to certain extent in all of the offered views.


Project Role's Allocation Mode


The default way of viewing is by using resourcing slots which take your view mode and allocation units into account. The colors and timeline make it effortless to stay on track about the project's resourcing situation.
Unassigned and assigned roles and their allocations



Project Role's Information Mode


By clicking the Information icon you can see the same data, but crunched into numbers:
The information section collects and shows numerical values regarding the project roles
This information view collects the following data into a coherent table which is shown in hours:

User = project role's person
Role = project role
Task = if the role has a task set to them, it will be shown here
Note = if the role has a note set to them, it will be shown here
Hourly rate = if the role has an hourly rate set to them, it will be shown here
Realizations = Amount of actual hours registered for the role
Allocations = Amount of future hours allocated for the role
Estimation = calculated with the equation: Realizations + Allocations
Budget =
if the role has an hour budget set to them, it will be shown here
Deviation = calculated with the equation: Budget - (Past actual hours + Future allocations) 

All of the values are summed together in the SUM row below.


Hovering Over the Budget Value in Information Mode


As you hover over a budget value you are offered a tooltip. This tooltip provides you with the following information:

Available hours = Available monetary budget for the project / Person's hour price
Maximum hours = Person's current hour budget + Available hours
Available budget = Total budget - Total allocated monetary budget
Total budget = Own income budget + External income budget + Other income budget (from project's basic information)

Example tooltip


Project Role's Monetary Information Mode


If you are interested in the monetary values regarding the roles, click on the currency icon which provides you a similar table as before - but this time everything is shown in that project's currency:
The monetary information section calculates the prices for each role


The calculations and fields are identical to the information mode:

User = project role's user
Role = project role
Task = if the role has a task set to them, it will be shown here
Note = if the role has a note set to them, it will be shown here
Hourly rate = if the role has an hourly rate set to them, it will be shown here
Realizations = Amount of actual hours registered for the role
Allocations = Amount of future hours allocated for the role
Estimation = calculated with the equation: Realizations + Allocations
Budget =
if the role has an hour budget set to them, it will be shown here
Deviation = calculated with the equation: Budget - Allocations 

All of the values are summed together in the SUM row below.
How did we do with this article?