Filter and group the Resourcing view
Choose who and what you see
- All Customers – show only the work for particular customers.
- All Projects – show only the work on particular projects.
- Team member – focus on one person or a few people.
- Group by – group people by Departments, Employment Type or Projects, or choose All.
Move through time
Use the arrows to move backwards and forwards, and click Today to jump back to the current period. Use the view menu on the right to switch between Week, Month, Quarter, Half year and Year, and turn on Show Weekends if your team works them.
Export
Click Export to download what’s on screen, for example to share capacity with a client or include it in a planning meeting.
The animation below walks through these steps.