Resource Allocation Filter

06/30/21
Accepted

I''ve created a new view for my resource allocation. I have a few projects that have resource view enabled. However I only want to look at 2 of my project to see the allocation.

When I select the two project in the filter, I notice that my list or resources is by far smaller than if I looked at all project. However upon looking at two of the resources more closely I see both of them showing more than just those two projects. They actually show the other projects they are associated to. Is this the expected result when I use the filter that all of a persons projects they are allocated to will show up even if it's not part of the filter?

Thanks for your insights!

Best Answer

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    Hi @Monica Gallegos

    Yes, this is expected. If you filter by Project, it will only bring through the Resources (people) that are associated with those two projects. However, under each Resource it will still show the other Projects that they are associated with (even if they aren't in the filter) so that you can identify any potential overlap.

    See the second bullet point under Create a Custom Resource View.

    Cheers,

    Genevieve

Answers

  • Genevieve P.Genevieve P. admin
    Accepted Answer

    Hi @Monica Gallegos

    Yes, this is expected. If you filter by Project, it will only bring through the Resources (people) that are associated with those two projects. However, under each Resource it will still show the other Projects that they are associated with (even if they aren't in the filter) so that you can identify any potential overlap.

    See the second bullet point under Create a Custom Resource View.

    Cheers,

    Genevieve

  • Thanks Genevive!

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