Resource Management Dashboards

Use the Resource Management dashboards to view at-a-glance information on resources, Work Items, and availability.

Resource Time and Cost

Use the Resource Time and Cost dashboard to understand how much of your resource's time has gone toward Task work and the associated cost to your organization. At the resource level you'll see a high-level roll up of total hours and cost compared to billable hours and cost, as well as the individual Tasks/cost breakdown.

Work Item Time and Cost

From the Resource Time and Cost dashboard you can select the Time and Cost by Resource link to pull all Cost Item records against a single Work Item. Once you select the appropriate Work Item, you'll see a high-level view of total hours and cost versus billable hours and cost. From here, you can create an invoice of the work completed and send to the appropriate organization or department for payment.

Resource Availability by Role

View each role's availability using the Resource Availability by Role dashboard. After you select a role and a specific time frame, you'll see a bar chart depicting the available hours, softbooked hours, allocated hours, and PTO hours for all resources assigned to the role. Easily determine from this high-level view if a particular role is under or over booked based on capacity. Toggle between the weekly and daily view as needed.

Resource Availability by Individual

View each resource's availability using the Resource Availability by Individual dashboard. After you select a resource and a specific time frame, you'll see a bar chart depicting the available hours, softbooked hours, allocated hours, and PTO hours. This dashboard allows you to determine if an individual resource is able to take on additional Task work or if they have been over booked. The resource's work week hours and operational percent information determine the hours available in the graph. Toggle between the weekly and daily view as needed.

My Work - Alt IT

This solution also provides an Alternate My Work dashboard that includes impromptu project-related Task assignments. You can also use it to replace the My Work dashboard from Cherwell's OOTB czar.