Configure FTE Settings for Resource and Role Usage

Configure and enable full-time equivalent (FTE) settings for the usage histograms and spreadsheets on the Activities page. The working hours/time period represented in the FTE values are determined by the calendar associated to the resources or role assignments. The designated FTE time period value displays in the timescale set for the Gantt chart and in usage histograms to more accurately view the FTE time units when switching to weeks, months, quarters, or years when doing planning checks. All configuration settings are saved with the view. The resource and role histograms and spreadsheets can only be viewed from the current schedule. See Resource and Role Usage Overview for more information about understanding FTE and role availability.

To configure FTE settings:

1. Navigate to the Activities page
   1. In the object selector, select ﱆ Project or  Program, and then select a project or a program from the list.
   2. From the  Main Menu, select  Schedule, and then select Activities.
2. On the Activities page,open the Current Schedule.
3. Select the Layout menu, and then select  Project Usage.

   Note: At the program level, this option is named Program Usage.

4. Select the Resource Usage or Role Usage detail window.
5. Select  Settings.
6. In the Settings panel, on the FTE tab, configure the following sections:
   • Enable FTE: Select this option to enable FTE on the Activities page. You can also toggle FTE on or off from the Resource or Role Usage Charts. Cost values are not affected by the FTE toggle.

     Note: When enabled, this setting converts unit values to FTE on the usage histograms and spreadsheet, and Overallocation and Max Availability settings are disabled. To use Overallocation and Max Availability settings, disable FTE.

   • Calculation Method: Select a method to convert units to FTE values when FTE is enabled.
     • Use the time period calendar setting that matches the timescale selection: Maintains all existing time period settings for the assigned calendars.
     • Always use the Hours/Day time period calendar setting: Reflects daily effort regardless of the selected interval.
     • Use a custom value: Applies a custom value for pre-planning or estimations.
       • Adjust the field setting.This value will be used for all calculations regardless of timescale or calendar assignments. For example, if a user displays Month/Week, entering 50 would signify an average of 50 hours per week. If a user changes the timescale to Week/Day, they would likely update the setting to be 10 to represent 10 hours per day.
   • Custom Label: Enter a custom label that displays the desired abbreviation or representation for FTE when FTE values are shown.
7. Select Apply.