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.
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