To get a resource overview that reflects your working reality, you need to make the following InLoox account settings. You need administrator rights for this.
In the settings under Organization >> Working hours >> Working hours, you must first define the number of working hours per day, e.g. specify the working day as 8 hours.
In the settings under Organization >> Working hours >> Calendars you need to add standard calendars 24/7 and standard with additional, individual calendars, if you need to map e.g. part-time employees or shift work. In addition, you should store non-working days in each calendar, e.g. days off that differ from general holidays.
General holidays can be imported via the InLoox API.
The new permission Read resource overview gives the person reading rights for the resource overview. This means that the person can see the workload, but can only see the task names if he or she also has at least read rights in the associated project.
In order for the resource overview to be calculated by InLoox, the tasks must contain planned efforts and a resource allocation. Therefore, it is important that persons responsible for effort estimation have the following rights either as Global permission, Role permission or Department permission:
If the effort estimation is done through the task assignment of the task, then the person must be given the following permissions:
See the InLoox permissions help article for more details.
In order for InLoox to know which working time calendar it should use to calculate the workload, each person must select the calendar that is appropriate for them. To do this, proceed as follows:
InLoox offers an extended integration with personal Outlook accounts for the resource overview. With the Microsoft 365 calendar synchronization, appointments from the personal Outlook calendar are taken into account for resource allocation and allow a realistic assessment of availability and utilization.
This feature requires linking the Office 365 account to InLoox - you can set this up quickly and easily in the InLoox settings.