Applies to

Resource Management

Capabilities

Who can use this capability

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can view the allocation heatmap.

View allocation heatmap

On the schedule, the allocation heatmap shows the availability two months into the past and one year into the future for each person.

PLANS

  • Resource Management

Permissions

Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, Portfolio Viewers, and Project Editors can view the allocation heatmap.

  1. At the top of the screen, select Schedule
  2. To expand the left menu, select Everyone.
  3. Select People and then select Allocation Heatmap.
Brandfolder Image
allocation heatmap detailed view

Varying shades of gray are used to show allocation, unless a person is over-capacity. Then the allocation is red.

To expand or collapse a person's schedule details, hover in the top right corner of the cell with their name, and then select the details icon. 

To filter on allocation for a specific person, on the left sidebar, under People Filters, select Team Member
 

The Team Member must have a start date in their profile or their allocation won't appear.

Was this article helpful?
YesNo