Load/Capacity Overview

The Assign Resource dialog box is not the only place where you can see the load and capacity numbers.

The Budgeting Assistant, the Progress Evaluation Assistant, and the Resourcing Overview also display the load and capacity in the lower half of the window.

This overview displays the load of the resources who have been assigned to the task. The load is calculated across all of the tasks that the resource has been booked on, including bookings on projects other than the current one.

Note: This part of the assistants is sometimes referred to as the Resources Gantt Chart or RG. The People Planner Windows Application has its own Resources Gantt Chart, and the similarity between that and this one is clear.

You can expand a resource to view the individual tasks that he or she is assigned to. This enables you to view the load—that is, the booking—on each task. Capacity is only displayed at the resource (not the task) level.

If you require more space to view the assignments in the upper half, you can collapse the Load/Capacity Overview by clicking the small down arrow button between the two sections.

You can expand the Load/Capacity Overview again by clicking the button a second time.

You can also group the rows on the values in one or more columns. For example, if you group on the Executing Department column, each group consists of the resources from the same Executing Department. When grouping the rows like this, the numbers from each row are summed up on the grouped line.

Right-click on the header of a column to group or ungroup rows. You can group on multiple columns by selecting them and grouping them one by one.