- Filters that narrow down the people in the results (circled with orange, two columns on the left) - Filters that narrow down the projects and allocations of the personnel (circled with blue, two columns on the right)
Notable filters
- Only direct subordinates takes only the immediate lower layer of subordinates into account but not the subordinates of those personnel.
Example with the following supervisor hierarchy:
> Supervisor1 >> Subordinate 1 (whose direct supervisor is 'Supervisor 1') >>> Subordinate 2 (whose direct supervisor is 'Subordinate 1')
If we select the supervisor Supervisor1 as our filter and disable the Only direct subordinates filter -> all three people will be listed: Supervisor1, Subordinate1 & Subordinate 2
If we select the supervisor Supervisor1 as our filter and enable the Only direct subordinates filter only two people will be listed: Supervisor1 & Subordinate1
-Utilization range is explained further in this article.
-Exclude absences from capacity can be used to negate the amount of resourcing done for absence projects from the total capacity. This applies only to the graph.
People > Listing
People > Listing is useful for browsing through different listings of people and checking multiple data fields in one view. By using the filters available you get a detailed overview of your personnel.
The list consists of all the people who fit to the search criteria. You can sort based on any listed data by clicking on the column header.
People > Allocations produces the overall situation of resource allocations and lists the people with their projects' allocations. The list shows every person’s total sum of allocations and the traffic light colors make it swift and easy to check the current resourcing situation.
