What is this feature?
The Allocated Projects feature allows users to track the assigned projects to resources. It is important for efficient project management as it helps departments manage their project resources, assess performance, and track progress.
Why is it needed?
This feature is required because it enables efficient project management by allowing users to track allocated projects to resources. It facilitates the below use cases
Resource Management:
It ensures that the right resources are assigned to the appropriate projects, optimizing productivity and minimizing resource conflicts.
Performance Assessment:
The ability to track allocated projects allows for a comprehensive evaluation of resource performance
Collaboration and Communication:
With allocated project tracking, departments can easily communicate and collaborate on assignments.
How to navigate allocated projects?
Navigation of allocated projects can be done in these easy steps:
Go to Org (1) from the left navigation pane and select the Employees tab (2). Select Employee Directory (3) and find the toggle (4) button in this tab. Click on the Pop-out (5) button to view the profile.
Figure 1
Figure 2
Once we navigate the employee profile, navigate the Time tab. Select the Timesheet tab and, in this tab, find the Projects Allocated.
How to Export the Projects Allocated Reports?
- To export the Projects Allocated reports, only users with the global admin, project admin, or HR roles have access. Follow these steps:
- Apply date filters or project status filters to narrow down the report.
- There is an option to download the reports in both Excel and PDF formats.
Please refer to the figure below for navigation of downloading reports.
Figure 3
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