The Utilization Tab in Resource Management allows you to search for resources and see their utilization and availability. You can search for resources by attribute, attribute groups, project or resource name.
Please note:
This help article will show you how to search for resources using attributes, attribute groups, project or resource names.
It allows you to search for resources by attributes or attribute groups.
To distinguish between an attribute and an attribute group, look at the icon to the left. If it's gray, it's an attribute. If it's highlighted, it's an attribute group.
When searching for attributes and attribute groups, the default logical operator between attributes is set to AND. You can toggle between logical operators (AND, OR). These operators only apply to attributes and attribute groups.
A resource can be assigned either an attribute or an attribute group. If the resource is assigned an attribute that is included in an attribute group, then searching for an attribute group will return resources based on the operator defined in the attribute group.
For example, if you have an attribute called "Scarborough" assigned to John Smith (resource), and another attribute called "Etobicoke" assigned to Luis Figo (resource) and where both "Scarborough" and "Etobicoke" are included in an attribute group called "Greater Toronto Area", if the attribute group operator is set to "OR", then searching for "Greater Toronto Area" will return John Smith and Luis Figo. If the attribute group operator is set to "AND", then it will only return resources that have all the attributes in the group.
If you search for attributes and attribute groups (for example: "Developer", "Engineer", "Greater Toronto Area" where "Developer" and "Engineer" are attributes and "Greater Toronto Area" is an attribute group), then it will apply the selected operator between them. This means that if the operator is set to "OR", then it will return resources that match "Developer" OR "Engineer" OR "Greater Toronto Area". If the operator is set to "AND", then it will return resources that match "Developer" AND "Engineer" AND "Greater Toronto Area". Remember that "Greater Toronto Area" will return resources that have been tagged with either the group or any of the attributes within the group, following the attribute group operator.
To remove an attribute or attribute group, click on the “x” to the right of the attribute you wish to remove.
It allows you to search for resources by name instead of by attributes.
When you search for and select a resource, it then displays the resource's utilization across all projects. You can select multiple resources. To remove a resource, click on the “x” to the right of the resource you wish to remove.
It allows you to further filter resources by Project.
You will need to first search for resources by attribute, attribute group or resource name. You can then further filter resources by project. It only shows the resources' utilization for tasks assigned to them in the project(s) you selected.
To remove a project, click on the “x” to the right of the project you wish to remove.