Optimizing Resource Capacity

When managing resources, whether it's personnel, equipment, or locations, it's important to maximize utilization. The Tasks page provides an overview of resource capacity and scheduled tasks by status. Using this dashboard, you can review resource capacity, identify under/over utilized resources, and plan how to use your resources based on the status of the scheduled tasks.

When reviewing resource capacity, you can select to review a specific resource, or all resources belonging to a specific resource type.

Once a resource has been selected, the capacity widget will display the resource's capacity, scheduled task hours, and over capacity. Below the capacity widget is a summary of the selected resource's capacity and other similar resources, so you can quickly compare resources and identify which resources are over and under utilized.

When planning how to optimize resource usage, you can view tasks by status to prioritize which resources should be assigned to each task.

At the top of the Tasks page are six filter cards that summarize how many tasks belong to each status. Selecting a filter card will list the tasks in the panel on the far right, where you can see task details and navigate to the task.