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Introduction
The Resources module can display data essential to managing your resources in several views. The view options are accessible via the "View" drop-down dialog. For resources, you can display:
Workload
Remaining capacity
Capacity
Values on heatmap
Tasks
Warnings:
Estimates
Assignment
Workload contour
Adjust the view by selecting the information you need.
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Tasks
Both basic tasks and connected tool tasks (monday/Trello) are shown.
Tasks are divided into rows based on their assignment. Tasks are color-coded to mirror the status category.
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Basic task assignee
You can assign tasks to users using the Resources module.
Workload
Show the work assigned to a resource in a given period.
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The workload information is also available in the Gantt module's Resource panel. |
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Capacity
Show the amount of work a resource can deliver in a specified period. The capacity of your resource is based on workload plans and further adjusted by the number of non-working days as set in holiday plans and absences.
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Remaining Capacity
See the difference between capacity and allocation (workload). The remaining capacity shows the amount of workload that can be further assigned. Negative values indicate overallocation for a Resource, and the Summary row indicates if resource demand exceeds supply.
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Warnings
Warnings highlight the misconfigured and potentially problematic tasks that need extra attention.
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Once enabled, you will see a red frame around the problematic tasks.
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Working and Non-Working Days View
One of the most basic views is the bare "Working Non-Working Days View" where you can get a quick overview of the resources that are working (or not) on a particular day on a monthly, quarterly, or half-yearly scale.
Non-working days resulting from holidays, workload plans, and absences are greyed out while working days are in white.
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