Resource Planning › Resource Workloads

Resource Workloads

The workloads page uses a graphical format to display the combined allocations across all the investments for the assigned resource. Use this page to compare the availability with the number of hours allocated for the resource to the investment.

By default, allocations are displayed in color by week. You can use the Time-scaled Value icon on the Options toolbar to change the time period to bi-weekly, monthly, quarterly, or something else.

View Resource Workloads

You can view your resources from the workloads page. To view this page, open Home, and from Resource Management, click Resource Planning.

By default, the chart uses the following colors to allocation information:

• Yellow. Indicates that the resource is allocated at or under availability for that time period.
• Red. Indicates that the resource is over-allocated for that time period.
• Green. Indicates the actuals recorded by the resource for that time period. Only posted actuals appear in the chart. If no actuals have been posted, no actuals appear in the chart.

When you scroll over the histogram for each week, a note summarizing the allocation for a resource and availability for that period appears. Use the note to compare the availability for a resource (for example, 40 hours) to the actual allocation for that period (say, 60 hours). When a resource is overbooked, edit the resource allocations to reduce the amount of time the resource is scheduled to work on an investment.

Edit Resource Workloads

Though you cannot edit resource allocations directly from the workloads page, you can drill down through the histogram to pages to edit. Use the resource/role allocations page to edit resource workloads. To view this page, select Resource Planning from the Resource Management menu. Then, click in one of the time period cells of the histogram for the resource whose allocations you want to edit.

You can also access the resource/role allocations page from the workloads page by clicking the Resource Allocation icon next to the name of the resource.

More information:

Resource and Role Allocations