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 view, you have the ability to zoom in/out by moving the Gantt slider timeline left/right. Intervals include 1 day, 1 week, 1 month, 3 months, and 6 months.

 

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

 

Sort By

Any sort order set on the People List will persist to the People Gantt. However, you can also sort directly on the People Gantt by Name, Title and Next Availability clicking on the Sort By dropdown. 

 

Search

You can search for any field associated with a person, including their Title, using the Search bar. 

 

Filtering

The People Gantt can be filtered. Filters can be applied directly from the People Gantt, which can be done by selecting the People filters button. The following quick filter buttons are also available:

• Available within 3 years
• Has allocation issues

Any filters applied on the People List view carry over to the Gantt view.

Filters can be cleared by clicking the X on the filter chips.

Title is another quick filter, which can be found in the Name and Title column.

 

 

 

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.