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. This newer feature is in "Preview" mode so we'll be making adjustments and fixes to it as we move forward.
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.
Comments
0 comments
Please sign in to leave a comment.