Change the Resource Review Display

The Resource Review page provides a centralized view of Resource allocation (effort) and availability across work items, as well as any unstaffed demand that currently exists.

Users can determine how the Resource Review data is organized and arranged by configuring the display options.

Tip: If you would like to save your Resource Review display settings, you can save them as a Resource Review Layout.

Note: For information on filtering out certain data from the Resource Review page, see Filtering the Allocation Section and Filtering the Demand Section.

This page explains how to configure the Resource Review display options using both Resource Review interfaces:

Change the Resource Review display using the new interface
Change the Resource Review display using the legacy interface

Change the Resource Review display using the new interface

The 2025R1.0 version of PowerSteering introduced the first phase of a new Resource Review user interface. This new page is still under construction, so there are a few functions that users will still need to rely on the legacy page for (most notably, filters cannot be added using the new page). However, the new user interface features a cleaner and more refined design that is much easier to use. PowerSteering users are encouraged to familiarize themselves with the new interface as much as possible because the legacy page will eventually be deprecated in a future release.

The following display settings are exclusive to the new Resource Review interface:

Include or exclude the Allocation or Demand sections
Display work item Sequence Numbers
Sort Resources by last name instead of first name

The following display settings are currently exclusive to the legacy interface:

Priority
Yellow and Red Thresholds
Apply "Precision" to all layouts
Display Canceled projects
Additional column options

To change the Resource Review display using the new interface:

Before You Start: All PowerSteering users can access the Resource Review page and change the display settings of Resource Review Layouts that they can access. However, users can only view the data through Resource Review Layouts they have saved themselves or that have been shared with all users. Additionally, users can only view work items and users that they have permission to view. For instance, users without the "View" Project Task permission on a work item will not be able to view the work item on the Resource Review page:

Select Review → Resource Review - New UI from the Navigation Menu.
Select a Resource Review Layout using the "Layout" drop-down menu.

Note: The layouts above the gray line are layouts that have been shared with you. The layouts below the line are your own private layouts.

Note: Speak to a PowerSteering administrator if you are unsure about which layout to use.
Select the Display button.
Configure the Resource Review Layout's display settings.

Select any of the settings below to learn more about their options:
Mode
- Screen Mode: Determine which components of the Resource Review page will be displayed.
  
  Note: "Demands" is the new name of the former "Unstaffed Demand" section.
  - Allocations and Demands: Both the "Allocations" and "Demands" section will be displayed.
  - Allocations Only: Only the "Allocations" section will be displayed.
  - Demands Only: Only the "Demands" section will be displayed.
- Allocation Group By: Determine how the data in the "Allocations" section will be grouped.
  - Project: The data will be primarily grouped by work items.
  - User: The data will be primarily grouped by Resources.
- Demand Group By: Determine how the data in the "Allocations" section will be grouped.
  - Role: The data will be primarily grouped by Resource Role.
  - Project: The data will be primarily grouped by work item.
Timing
- Period: Determine whether the time periods on the Resource Review page will be daily, weekly, or monthly.
- Time Frame: Determine how the time periods will be displayed on the Resource Review page.
  - Rolling: The date range will be a rolling period that stays up to date as time goes on. It will always display a set number of time periods before and after the current period. When this option is selected, the user will have to determine how many periods will be displayed before and after the current period:
    
    Example: Imagine it is April and the Resource Review page uses "Monthly" periods. If the settings pictured above are applied, the months from March (1 month prior) to June (2 months in the future) will be displayed.
  - Date range: The date range will be a static set of time periods that will not change over time. When this option is selected, the user will have to determine the start and end dates.
Formatting
- Date: Determine how dates will be formatted on the Resource Review page.
- Project: Determine how work item names will be formatted on the Resource Review page. Users can decide to display work item names, sequence numbers, or both.
- Users: Determine how Resource names will be formatted on the Resource Review page. Resource names can be formatted with the first name before the last name or vice versa.
- Effort As: Determine how effort will be displayed on the Resource Review page (both the "Allocations" and "Demand" sections):
  - Hours: The effort and demand data will be displayed as hours.
  - Percentage: The effort and demand will be displayed as percentages of the Resource's total availability.
- Precision: Determine how precise the figures will be:
  - 0: Each value will be rounded to whole numbers; they will not contain any decimal numbers.
  - 0.1: Each value will be rounded to the nearest tenth; they will all contain one decimal number.
- Highlight Projects: Apply a highlight to active and/or inactive work items on the page.
  
  Selecting the "Active" or "Inactive" checkboxes will highlight active and/or inactive work items with the color.
  
  Select the colors themselves to determine the highlight color for the status type.
  
  Tip: View the Work Status Names page to see which Statuses are considered "Active" and "Inactive".
Select the Save button to save your display changes to the Resource Review Layout

OR

Select the Apply button to apply your display changes to the Resource Review page without saving them to the Resource Review Layout.

After selecting Save or Apply, your display changes can be seen on the Resource Review page.

Change the Resource Review display using the legacy interface

The legacy Resource Review page is still available to PowerSteering users. It can be accessed the exact same way it could prior to the 2025R1.0 release. Although users are encouraged to familiarize themselves with the new Resource Review interface, the legacy interface still offers functionality that has not yet been added to the new page (most notably, filters cannot be added using the new page).

The following display settings are currently exclusive to the legacy interface:

Priority
Yellow and Red Thresholds
Apply "Precision" to all layouts
Display Canceled projects
Additional column options

To change the Resource Review display using the legacy interface:

Select Review → Resource Review → your preferred Resource Review Layout from the Navigation Menu.

Note: The layouts above the gray line are layouts that have been shared with you. The layouts below the line are your own private layouts.
Select the "Display" tab in the top left-hand corner of the table:
Configure the display options:
- Period: Determine whether the time periods on the Resource Review page will be daily, weekly, or monthly.
- Display range: Specify how the time periods will be displayed on the Resource Review page:
  - Rolling: The date range will be a rolling period that stays up to date as time goes on. It will always display a set number of time periods before and after the current period. When this option is selected, the user will have to determine how many periods will be displayed before and after the current period:
    
    Example: Imagine it is April and the Resource Review page uses "Monthly" periods. If the settings pictured above are applied, the months from March (1 month prior) to October (6 months in the future) will be displayed.
  - Date range: The date range will be a static set of time periods that will not change over time. When this option is selected, the user will have to determine the before and after dates of the date range.
- Group allocation by: Determine how data in the allocation section will be grouped.
  - By Person: The data will be grouped by Resource.
  - By Project: The data will be grouped by work item.
- Group demand by: Determine how data will in the unstaffed demand section will be grouped.
  - By Role: The data will be grouped by Resource Role.
  - By Project: The data will be grouped by work item.
- Priority: Use the drop-down menu to filter the work items in the Demand section by their Priority. Only work items of the selected Priority will be displayed. If none is selected, no filter based on Priority will be applied.
- Highlight: Apply a highlight to inactive and/or active work items on the page. Selecting "active" will highlight the work items with "Active" Statuses in blue. Selecting "inactive" will apply a yellow highlight to work items with an "Inactive" Status.
  
  Tip: View the Work Status Names page to see which Statuses are considered "Active" and "Inactive".
- Yellow threshold (%): For allocation summary rows, set a percent value to define the lower limit of the yellow threshold. If the percentage of capacity is between this value and the "Red Threshold (%)" (below), the data will be highlighted yellow. If the percentage capacity is below this value, the data will not be highlighted at all.
- Red threshold (%): For allocation summary rows, set a percent value to define the lower limit of the red threshold. If the percentage of allocated capacity is above this value, the data will be highlighted red.
- Display demand as: Determine how the demand data will be displayed:
  - Effort (hours): The demand data will be displayed as hours.
  - % allocation: The demand will be displayed as percentages of the Resource's total availability.
- Precision level: Determine how precise the figures will be:
  - 0: Each value will be rounded to whole numbers; they will not contain any decimal numbers.
  - 0.1: Each value will be rounded to the nearest tenth; they will all contain one decimal number.
- Apply to All Layouts: Select this checkbox to apply the "Precision" setting (above) to all saved Resource Review Layouts.
- Date Format: Determine how the dates in the column headers will be formatted.
- Display Canceled Projects: Select this checkbox to include data from work items with a "Canceled" status.
  
  Note: Work status names can be changed in PowerSteering; the "Canceled" status might be called something different in your PowerSteering environment. Speak to an administrator if you are unsure.
Select an additional column to add to the Resource Review Layout:

Note: This additional column will appear directly to the right of the "Resources" column.
- None: No additional column will be added.
- Priority: A column that displays the Priority of each work item will be added:
- Resource pool: A column that displays the Resource Pools that each Resource belongs to will be added:
  
  Note: You will probably need to widen the column to see all Resource Pools for certain Resources.
- Measure: A column with a specific Measure value will be added. Use the fields that appear to determine which Measure value will be displayed for each work item:
- Metric: A column with a specific Metric value will be added. Use the fields that appear to determine which Metric value will be displayed for each work item:
Select the Apply options button:

After selecting Apply options, your display options will be saved to the Resource Review page. If you would like to revisit the Resource Review page with these same settings again, you should save the Resource Review Layout.