The resourcing by project page shows all resourcing for projects. It is a great tool for Project Managers and allows them to see and edit the resourcing for their entire portfolio on one page.
There is a lot of information to process so filtering it down to an Office, Project Manager or Client level makes it more manageable. Resourcing is grouped into projects within clients, with all resourcing able to be edited. Additional people can be resourced to a project from here, rather than diving into the relevant project to do so.
Use cases include:
- A Project Manager can review (and edit) the resourcing for their entire portfolio
- An Account Manager could review all resourcing for all projects for a specific client
- An input into a resourcing meeting (especially when teamed with the Resourcing by person page)
You can access the By Project screen from the Resourcing menu.
- Use the date picker to jump forward or backwards
- Filter by Office, Project Manager
- You can add extra people to a project by clicking Add Resource)
- The project status is shown by the relevant icon (Opportunity, Committed, In Progress)
- Click the project name to open the resourcing page for that project, where further details and options are available
- Pencil bookings are represented with a lighter shade of the relevant colour of the resource level)
Add a Resource
Resources can be added to projects, with the full add resource functionality available, including allocating hours while adding the resource and the ability to create a Shadow Resource,
