Project and Resource Management Dashboard

The Project and Resource Management dashboard allows you to review the projects and resources that you are assigned to manage. The dashboard includes current and future assignments, historical and forecasted utilization for projects, and additional pertinent administration information. While this information is intended for project-based resources, the information is relevant to all of the firm's resources. This dashboard is designed for firms using the resource scheduling functionality.

Note: The statement "The visualizer displays both tentative and confirmed assignments" in the visualizers means that assignments are either tentative or confirmed (not tentative).

Note: Information is limited to projects to which you are directly assigned.

These topics provide information relevant to this dashboard. To read more about how to use a dashboard, see Dashboards.

To view related items for a visualizer, click the Related Items button or click the right mouse button on a stacked column in a visualizer and then select the related item from the context menu. Additional, detailed information will display in a separate tab.

The dashboard contains the following tabs: