In-Depth: Getting an Overview / Utilization Rate of a Specific Target

Getting an Utilization Rate of a Specific Target


If you want to get an utilization rate of a specific group, such as organization node, user group or a role, go to the People > Allocations page and choose the filters according to your needs.

Keep in mind that every filter matters. Different project types are active/archived, production/planned, invoiceable/non-invoiceable.

Getting a Resource Allocation Overview of my Team


User groups are a great asset to use in data sorting and you can create a user group which includes all the members that are in your team. For a quick overview of your team, you can use the People > Allocations page and choose your team from the “select a user group” dropdown list and update the search. This will produce a list of people in your team and the their total workloads. Modify your search by adjusting the time modes and allocation scales to get a different view.

Getting a Resource Allocation Overview of a Project Manager’s Projects

If you wish to view the resource allocations of your projects in one view, navigate over to Project > Allocations page. You can choose various filters such as program, portfolio or project manager depending on your needs. Modify your search by adjusting the time modes and allocation scales to get a different view.

You can also modify the graph by choosing different grouping options:  by customers, by organization nodes and by projects.

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