View a resource graph from Schedule Manager

Note: You must either be a member of the Resource Graph Viewers role, or a member of a custom role that has been added to the SM_RESOURCE_GRAPH_VIEWER_ROLE preference, to open resource graphs; otherwise, the Show Resource Graph button is disabled and the resource graph symbol does not appear.

Procedure

1. Right-click a task in the tree view or in the Gantt chart.

2. Choose Assignments → Assign to Task.

3. To open a resource graph:

   From	Do this
   The Schedule Tasks list	Select a user, role/group, or discipline and click its symbol in the Graph column.
   Organization, Project Teams, or Disciplines tab	Right-click a user, role/group, or discipline and choose Resource Graph.
   Search tab	Select one or more users from the Results list and click Show Resource Graph.

The resource graph displays a stacked bar chart with daily task workload for your selection.

If the graph shows the load for a set of users, such as a discipline or role/group, you can see an individual's resource graph by selecting their name from the User Load list.

Note — time zones: The resource graph shows information relative to the client's time zone. When viewing the graph for a resource assigned to schedules in other time zones (especially those more than 8 hours away), it is important to understand how time is displayed. For example, an 8-hour task assigned on a Monday to a user in India (GMT+5:30), viewed by someone in Los Angeles (GMT-8): the resource in India works 8 a.m.–12 p.m. and 1 p.m.–5 p.m. Monday, which shows as work spanning Sunday and Monday in the Los Angeles-viewed resource graph (5.5 hours Sunday, 2.5 hours Monday), because 8 a.m. Monday in India is 6:30 p.m. Sunday in Los Angeles. Opening the schedule shows the task starting at 6:30 p.m. Sunday, since all dates are shown in the client's time zone.