Please note : This help page is not for the latest version of Enterprise Architect. The latest help can be found here.
Report View
The Report View shows how your resources are deployed in your project, displaying:
- a list of all elements that have resources allocated to them, and the type of each element
- the resource allocated, and the role played by that resource
- the start and end dates of the allocation
- the time allocated, expected and expended
- the percentage completion of the allocation
You can tailor the displayed information by:
- Hiding columns of information
- Grouping types of information
- Filtering the data by status
- Filtering the data by start date or end date
- Filtering any column to show only a specific value
Having displayed the information you require, you can print it.
Access: View | Task Allocations > Report View
Use to:
Identify, for example:
- What elements each resource is working on
- What resources are assigned to an element or package
- How close to completion your resources are, or
- How long a resource is assigned to a particular area.
How to:
On the Report View tab, make selections from the options as indicated below:
Option |
Usage |
See also |
|---|---|---|
Run the report |
Click on the first icon in the Report View toolbar (the rotating arrows) The report results display If you have the report open for a while, you can update the information; either:
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Adjust column headings |
Drag and drop column headings into the sequence you require Right-click on the column headings and select the Field Chooser context menu option, to add or remove columns using the Field Chooser dialog |
|
Group entries by column heading |
Right-click on the column headings and select the Enable Group Box context menu option, to cluster the report information according to your preferred hierarchy of column headings |
|
Filter columns |
Either:
The filter field displays at the top of every column Type in whatever text string you require in the appropriate column to filter the report to show only entries containing that text string in that column |
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Filter by degree of completion |
In the first field in the toolbar, click on the drop-down arrow and select one of the following values:
In the second field, either type a threshold value or increment to the value using the up/down arrows, to set the percentage completion for the Above/Below cut-off options |
|
Filter according to start/end date |
Click on the fourth toolbar icon from the right (the funnel) The Resource Filters dialog displays In the Start Date and/or End Date field, click on the drop-down arrow and select the appropriate qualifier:
In the date fields, click on the checkbox to activate the fields and either type in the day, month and year or click on the drop-down arrow to select the date from a calendar The fields have an AND relationship; an entry must satisfy both date criteria before it is displayed |
|
Display the properties of the element to which the resource is assigned |
Right-click on the entry and select the Object Properties context menu option The Properties dialog for the element displays |
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Display the resource allocation details |
Right-click on the entry and select the Task Properties context menu option The Assigned Resources dialog displays |
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Display the Resource Allocation records for the element |
Right-click on the entry and select the Locate in Resource Window context menu option The Project Management window opens at the Resource Allocation tab, with the details of the selected entry shown in the fields and the other resource allocations for the element listed in the left-hand panel |
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Locate the element in the Project Browser |
Right-click on the entry and select the Find in Project Browser context menu option The area of the Project Browser containing the element is brought into focus and expanded, and the element is highlighted |
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Print the report |
Either:
The Print dialog displays, on which you specify the printer to use and the characteristics of the print job |
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