Log in to the HTML5 client.
Select the Resource Allocations workspace (RM).
Select an Organization in the Data Selector.
The Charts section allows the user to compare the Hard Allocated Effort, Soft Allocated Effort, Available Effort, and Remaining Capacity for the selected Organization(s) in a specific time frame.
The spreadsheet displays the list of Resource Allocations (grouped by Organization) with some Available Effort within the selected time period.
In the Hard Allocations tile, click on the OVERVIEW button to display the Resource Allocations full screen view, Hard Allocations tab, Resources Overview sub-tab.
Use the Filters panel (
) to narrow down the list of Allocated Resources displayed in the spreadsheet.Review the Hard Allocations.
Click on the Close (
) button to close the Resource Allocations full screen view.
In the Hard Allocations tile, click on the DETAILS button to display the Resource Allocations full screen view, Hard Allocations tab, Resource Details sub-tab.
Use the Filters panel (
) to narrow down the list of Allocated Resources displayed in the spreadsheet.Select a Resource in the Resources List panel.
Review the Allocations of the selected Resources.
Click on the Close (
) button to close the Resource Allocations full screen view.
In the Soft Allocations tile, click on the OVERVIEW button to display the Resource Allocations full screen view, Soft Allocations tab.
Select the Overview by Organization sub-tab.
Review the Soft Allocations of the selected Organization.
Click on the Close (
) button to close the Resource Allocations full screen view.
In the Soft Allocations tile, click on the OVERVIEW button to display the Resource Allocations full screen view, Soft Allocations tab.
Select the Overview by Project sub-tab.
Review the Allocations of the selected Project.
Click on the Close (
) button to close the Resource Allocations full screen view.
In the Side section available on the right-hand side of the Overview view, select the Alerts option.
In the Soft Allocations section, click on one of the alerts to open the Resource Allocations full screen view, Soft Allocations tab, Overview by Organization sub-tab with the filter corresponding to the selected alert activated.
Review the Soft Allocations.
Click on the Close (
) button to close the Resource Allocations full screen view.
In the Side section available on the right-hand side of the Overview view, select the Alerts option.
In the Hard Allocations section, click on one of the alerts to open the Resource Allocations full screen view, Hard Allocations tab, Resources Overview sub-tab with the filter corresponding to the selected alert activated.
Review the Hard Allocations.
Click on the Close (
) button to close the Resource Allocations full screen view.