- People Views
- Resourcing With 'Quick Edit'
- Resourcing with 'Grid View'
- Finding and Resourcing the Available & Suitable People for Your Projects
- Soft Booking
- Use Cases for Soft Booking
- Resourcing Log (old "Allocation Notes")
- Allocation Notes
- Resourcing Requests
- In-Depth: Getting an Overview / Utilization Rate of a Specific Target
- Resourcing Intelligence
In-Depth: Getting an Overview / Utilization Rate of a Specific Target
Before you proceed make sure you have added the necessary basic information regarding user groups, locations, supervisors etc for your people. More info in the attachment below:
Utilization rates for a specific group of people
You can use any metadata for filtering in the People > Allocations view.
- organization node
- user group
- etc etc
You can even combine all of these together to pinpoint the results.
Once you have selected your filters (for example filled in the user group and location fields in your filters) click 'Update Report' and the resourcing view should change accordingly:
Project's utilization rates from specific Project Manager's point of view
You can also filter the projects based on any of the project leaders in the Projects > Allocations view. To do this, simply insert the project leader into the 'Select a project manager' field and click 'Update Report'.
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