Resource planning
The Resource planning page provides you with an overview of the workload assigned to each user across all projects that are visible to you. The information you see depends on your security level. The total weight visible on the Table tab, however, is accessible across all projects, even with no read permissions on the other projects.
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Table - displays the total workload allocated to a particular resource for the current week or for the upcoming two weeks. Hover the pointer over the number displayed to see a summary of the assigned work and progress. Click a user name to open the user details page, where you can find additional information about the assigned tasks and project roles.
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Calendar - displays an in-depth overview of the resource planning of a basic or multi-stage project (for example, the daily resource allocation). Under-allocations or over-allocations are identified by color indicators and re-allocated to provide an efficient workflow. The daily workload percentage is calculated using the estimated workload divided by the resource specific daily working hours. The total number of working hours per week can be set by collaborators on their user profile page based on their contract. When you hover the mouse over a percentage, more details are displayed about assigned tasks. To display a color-coded list of the assigned tasks, click on a row.
The following example shows the Calendar view. You can see filters above the calendar that you can use to narrow down the information displayed on the calendar. You can also see the summary that displays when you hover over a percentage.
To see resource planning details for a specific project, open the project details page and click the Resources tab.
Open the Resource planning page
To open the Resource planning page:
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On the menu bar, click Project > Resource planning.