Resource Allocation Home

Note: The Capacity & Resource Allocation Add-On is necessary in order to use the Resource Allocation Home

The Resource Allocation Home is an extension to the My Allocation page, allowing you to get a high level view of what your team's allocation is looking like. 

What am I looking at? 

The Allocation Home starts with a Portfolio view by month (above). 

• Use the tools option on the top right to include Active, Planning, Archived Projects
• Toggle between all Resources or by Resource Type

Next you can choose between your Busiest and Most Available Resources to see where everyone's at - who's drowning in work (like Olive Oil) or who is ready for more assignments. 

• Choose to create Allocation Reports from this page, too. Everything Resource Allocation on one page! 

Not seeing this on your My Insight menu? See this article linked.