The Resource Summary Page provides the user with a quick overview of the current work allocation for the resources that they are authorised to manage.
The Resource Manager can click on the underlined links in the Resource Summary and be taken directly to an applied filter of the Resources that meet that criterion. For example, clicking on the underlined number in the > 150% row which corresponds with the 3 months column will open the Resource List filtered to resources that are overloaded by more the 150% for the next 3 months.
The Resource Manager can click on the graph icon to change the period for which the graph is displayed from 1 week through to 3 months by clicking on the corresponding Graph Icon next to the time period. By selecting ”r;Show Resource Breakdown” the graph will then display a breakdown of the users in the Resource managers group.
Note: No more than ten resources are displayed separately when the ”Show Resource Breakdown” checkbox is selected. The remaining resources are grouped together in an ”Other Resources” section.
The criteria used to summarise the resources can be switched between the Planned or Remaining Allocation by selecting the Allocation Filter.
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Filter |
Description |
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Planned Allocation / Remaining Allocation |
This allows you to view the planned allocation on tasks or remaining allocation on tasks. If you are using the timesheet functionality the remaining allocation at default will be the planned work minus the actual work, unless the timesheet user has re-estimated the remaining work on this task. |