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Open the resources and workload allocation overview


You are here: InLoox Support Knowledge Base Online Help InLoox for Outlook 9.0 All support articles Resources and Allocation Open the resources and workload allocation overview

Open system wide resources and allocation overview

Follow these steps to open the system wide, project-independent resources and allocation overview:

Open Outlook and navigate to InLoox by clicking on Projects in the navigation bar and then select Allocation in the folder panel. 

Resources - Outlook Navigation

Resources - How to Find Allocation in InLoox Folder Panel

 

You can also open the allocation overview by clicking on the InLoox tab in Outlook and then selecting Workload in the ribbon. 

Resources - How to Find Allocation in InLoox Ribbon

 

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 the planning.

Open workload in the Kanban view:

1. Navigate to your projects InLoox >> Projects and open a project from the project list.
2. Click on Tasks in the Start tab of the InLoox project window.
3. To show the departments and teams side panel, click on Divisions and Teams in the Edit tab.

Resources - Project Tasks Show Divisions and Teams Side Panel

 

4. 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. 

Resources - Project Tasks Show Workload

 

Open workload in the Planning: 

Tip You can change the color scheme of the workload view in the planning in the InLoox Options

1. Go to your projects InLoox >> Projects and open a project in your project list
2. Click on Planning in the Start tab of the InLoox window
3. Click on Workload in the ribbon to open your workload overview

Resources - Project Planning Open Workload

 

4. You can display the workload in all projects (All Projects) or only the workload of the project that is currently open (Only this Project). 

Resources - Project Show Only Workload for this Project

 

5. 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. 

Resources - Resources in Projects

 

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. 

Resources - Project Planning Resources and Workload

 

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.