How to review 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. The Overview view shows the general situation in terms of allocations with some charts and a spreadsheet. The spreadsheet displays the list of Resources Allocated to the project along with the corresponding Allocated Effort for the selected time period, grouped by Organization.

Allocations Overview

  1. In the Allocations tile, click on the OVERVIEW button to display the Project Allocations full screen view, Allocations tab, Resources Overview sub-tab.

  2. Use the Filters panel (FilterGrey) to narrow down the list of Allocated Resources displayed in the spreadsheet.

  3. Review the Allocations.

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

Allocations Details

  1. In the Allocations tile, click on the DETAILS button to display the Project Allocations full screen view, Allocations tab, Resource Details sub-tab.

  2. If needed, use the Filters panel (FilterGrey) to narrow down the list of Allocated Resources found in the Resources List panel.

  3. Select a Resource in the Resources List panel.

  4. Review the Allocations of the selected Resource.

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

Upcoming Events

  1. In the Side section available on the right-hand side of the Overview view, select the Upcoming Events option.

  2. The Upcoming Events panel displays events that are expected to occur in the upcoming period:

    1. Upcoming non-working days

    2. Allocations starting soon

    3. Allocations finishing soon

  3. Click on a Resource name to display the Project Allocations full screen view, Allocations tab, Resource Details sub-tab, with the corresponding resource made current.

    OR,

    Click on the SEE ALL button, available at the end of the list, to display the Project Allocations full screen view, Allocations tab, Resources Overview sub-tab, with the Filters panel open and the filtering option corresponding to the selected event activated.

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

Alerts

  1. In the Side section available on the right-hand side of the Overview view, select the Alerts option.

  2. In the Allocations section, click on one of the alerts to open the Project Allocations full screen view, Allocations tab, Resources Overview sub-tab with the filter corresponding to the selected alert activated.

  3. Review the Allocations.

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