Project Role's Information Mode

Summer 2020 update grants us a new way of viewing project roles. It allows 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


Every single one of these views allow you to view and edit the current numbers to an extent.

Psst! Combining this feature with our new grouping functionality offers valuable data regarding your project with pinpoint accuracy.


Project role's allocations


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


By clicking the information icon you can see similar 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 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 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.


Project role's monetary information


If you are interested in the monetary values regarding these roles you can 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 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.

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