Display resources in a calendar view

For an overall view of resource planning, you can choose to display information in a table or in a calendar. At the project level, however, resources are always displayed in a calendar view. In both cases, when you hover over the percentages displayed in the calendar, you see details about the assigned tasks, the work capacity, and the workload balance of the user.

Resource

Details

ASSIGNED TASKS

  • Individual tasks (in hours)

  • Shared tasks (accepted) (in hours)

  • Shared tasks (not yet accepted) (in hours)

  • Other projects (in hours)

  • Total (in hours)

CAPACITY

  • Total (in hours)

WORKLOAD

  • ASSIGNED TASKS / CAPACITY (as a percentage)

To display overall resources in a calendar view:

  1. On the menu bar, click Project > Resource planning.

  2. On the Resource planning page, click the Calendar tab.

  3. To display the tasks assigned to a specific user, click a user. This displays the tasks assigned to the user, color coded by status.

To display resources at the project level:

  1. On the menu bar, click Project > Projects.

  2. On the Projects page, click a specific project to open the project details page.

  3. Click the Resources tab.

  4. To display the tasks assigned to a specific user, click a user. This expands the row and displays the tasks assigned to the user, color coded by status.

    basic project filter calendar items by major priority

  5. To open the task detail page, click a task.

  6. To display task details (such as the task name, the parent project, the status, the remaining number of days, the total remaining hours, and the task distribution type), hover over a task.

  7. To filter resources displayed on the calendar, use the following default filters:

    • User

    • Task type

    • Status

    • Priority

      basic project filter calendar items
Note

  • When you filter information in the calendar, all values are recalculated so that only the tasks or users that match the selected filters are taken into consideration.

  • The search filters are dynamic. This means that when you select one filter it updates the other filters according to the remaining possible values.

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