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Cross-Project Resource Allocation

Cheryl Wetherington -

Article: The Home>Allocation tab

This page quickly explains the features you can access on the "Allocation" tab under the "Home" tab.

Resource Allocation 

The "Allocation" view allows you to view the work load of resources across multiple projects. You can expand any Resource by clicking on the + symbol to display the tasks assigned to that Resource. If there is a task which needs to be adjusted or re-assigned, simply click on the task in this view and the system will open the Project for you.

Milestones are also noted with the diamond graphic, and as tasks are completed, the task bar is grayed to show a level of completion. 

In order for the resource to be listed in this view, or in Reports, the resource must have an email address assigned on the Resource tab.

 

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