Understanding the Resource Allocation Gantt
This page allows you to view a list of all of your Resources and their Assignments, allowing you to quickly Identify a specific Resources' Assignments.
Resource Grid
On the left side of the page, you should see a list of all of your Resources. You can filter this grid based on Resource Type, Labor Type, Resource Name, Business Group and more, or you can use the search bar to find a specific Resource. Each Resource Row will correspond with the Assignment Grid on the right side of the page.
Assignment Grid
The Assignment Grid on the right side of the page is where you can view the Assignments for each Resource. At the top of the page, you can customize the Date Range, and toggle between a Daily, Weekly, Monthly, and Yearly view. This information can be exported to an Excel file by using the "Export" button at the top of the page.
Assignment Overview
By clicking on a specific Resource, you can see the Assignments Overview across the bottom of the page. The left side will show the Resource Name, Job, and Start/End Dates. The right side of the page will show the Phase and Allocation Percent for each Assignment. You can edit any of the Assignments by right clicking the desired Assignment in the bottom right corner. Additionally, you can create a new Assignment on this page by right clicking in the blank space around an Assignment in this bottom right section.
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