View Options

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.

Open

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.

Open

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.

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.

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.

Warnings

Warnings highlight the misconfigured and potentially problematic tasks that need extra attention.

Once enabled, you will see a red frame around the problematic tasks.

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.