Open system wide resources and allocation overview
Follow these steps to open the system wide, project-independent resources and allocation overview:
- Open Outlook and click on the tab InLoox.
- Click on Projects in the navigation bar to get the project overview.
- Alternatively, you can access the project overview via the tree structure InLoox >> Projects >> Projects.
- Now select Resource Overview in the ribbon under View. The resource overview opens.
Open resources and allocation overview inside a project
You can also find the resources and allocation overview inside individual projects. There you can display and manage the workload of the project team.
You can display the workload overview in the Kanban view as well as in the planning.
Open workload in the Kanban view:
- Navigate to your projects InLoox >> Projects and open a project from the project list.
- Click on Tasks in the Start tab of the InLoox project window. This opens the Kanban view.
- To open the workload overview of your project team, go to the View tab and click on Workload. The workload overview opens in a new window.
Open workload in the Planning:
Tip You can change the color scheme of the workload view in the planning in the InLoox Settings.
- Go to your projects InLoox >> Projects and open a project in your project list.
- Click on Planning in the Start tab of the InLoox window.
- Under the tab View, click on Workload in the ribbon to open your workload overview.
- You can display the workload in all projects (All Projects) or only the workload of the project that is currently open (Only this Project).
- To display the workload, drag-and-drop one or more divisions and teams into the resource overview. If you want to hide the workload of a specific group, just drag-and-drop the group back into the side panel.
You can also see the capacity of resources next to each task in the planning, provided you have allocated a resource to the task. This enables you to see who in the project team still has capacities and who is over-allocated. In the latter cases, it is advisable to re-assign tasks to relieve a resource.
Tip Project teams should never work to capacity (100%), because in most cases they do not work exclusively on the project. Usually, they also have to handle their daily workload. This means that when they are working to capacity in a project, they are actually over-allocated because you have to add 20% or 40% workload for daily tasks to the 100% project workload.