How to capture Requests and Allocations

  1. Log in to the HTML5 client.

  2. Select the Resources workspace, Project Allocations tab (PM).

  3. Select a project in the Project Data Selector.

  4. Click on the MANAGE SNAPSHOTS button available on the bottom right corner of the screen.

  5. In the upper section of the panel of the Project Allocations Snapshots full screen view, click on the (alert_close22.png) SNAPSHOT button.

  6. In the New Snapshot popup, enter a name and some comments if needed.

  7. Then click on the CREATE button.

  8. The new snapshot is added in the Snapshots List panel.

  9. Click on the Snapshot’s name to display the corresponding information on the right-hand side of the view.

  10. The Requests mode (BuildBlue) provides a list of the captured allocation requests for the selected snapshot.

  11. The Allocations mode (viewmode_activeresourceutilization22_md.png) provides a list of captured soft and hard allocations for the selected snapshot.

  12. Click on the Close (close22_md.png) button to close the Project Allocations Snapshots full screen view.