The colors indicate resourcing for different projects Light blue area (A) = Resourcing made for this project Red area (B) = Resourcing made for other projects. Also known as burn-down. Dark blue area (C) = Your selected resourcing slots. Blue & Red area combined (D) = Resourcing situation overlapping between multiple projects The red line (E) indicates the actual hours registered for the project by the person
Overall allocations above the grid view (black rounded square) = total resourcing for this project Overall allocations below (teal rounded square) = total resourcing for all projects for the person
Resourcing Log (3)
You can add a free note regarding the changes made in the grid view. Detailed information in this article.
Realized hours = actual hours registered for the project by the person Future allocations = allocations created for the future Total hour forecast = visualized bar of the "Budget - Total hours" calculation
Clicking 'Save Changes' saves the resourcing made in the grid (highlighted as dark blue area). Next to the 'Save Changes' we have a chevron icon that offers two specialized tools for resourcing:
Move overflow to project member & Move overflow to resource
Both of these work in a similar manner with one slight difference: 'Move overflow to project member' allows you to choose from the members already added to a project, whereas 'Move overflow to resource' allows you to add brand a new role to the project. Clicking the chevron offers two advanced functionalities
Overflow in the grid view means all the areas, that have blue and red color on top of each other - so basically every time slot, that has over-resourcing situation between this project and other projects. In our test scenario below, we have only one week that is over-resourced; week #51:
The arrow points at the area which indicates an over-resourcing situation To use the overflow functionalities, we need to identify which time slots we want to move overflow from; in this scenario, only week #51. Identifying is done by highlighting any grid slot from the corresponding time slot; clicking the slot under the red line is common practice here.
In this scenario we wish to move the overflowing hours to the unassigned project role called 'Project Member'. As we have already added this role to the project (found top of the screenshots) we should choose the option "Move overflow to project member".
As we choose the option "Project member - [1234] Internal Growth" (highlighted in orange) we can immediately see the resourcing situation even out for the project.