People

The People section delivers a complete view of all the people in your organization and allows you to effectively manage your team and resources across all your projects at any stage.

From here, you can track your resources to optimize utilization, assign the best people based on accurate availability and shifting demands. 

People > List

Filtering Tools

You can utilize the following tools to further filter what is displayed:

Columns in the List view can be re-ordered by dragging and dropping them to the desired locations.

Issues with Allocation

 Issues are highlighted with an orange circle to point out any over-allocated resources. You can select the person that is highlighted to view and rectify any over-allocation under the Issues tab.

People > Gantt

Under the Gantt chart view, you have the ability to zoom in/out by moving the Gantt slider timeline left/right.

In the upper-right, there are two checkboxes that allow you to filter only Availability and/or Over Allocation bars.

Click on any blue or orange allocation bar to see what projects that person is on during the specified period.

Clicking on any person will pull open that person's profile in the Edit view.

Adding a new Person

The Add a Person icon in the bottom right will allow you to add a new person to your organization. Required fields are denoted with an asterisk (*).

Editing a Person

Click on any user to bring that person into context. From there you can edit any attribute as well as quickly view any scheduling issues that the person may have. You can also edit the person's Details and Contact info.

Clicking on any colored Project name tags will pull open that project in the project-centric view.