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How to Use Resource Planning Dashboard

Learn how to create reports and analyze resource usage across multiple projects

Updated over 2 months ago

How to Create a New Project Performance Report

  1. Click the left dropdown and select “+ Create New Report”


    Note: If this is you first time visiting the page just click “Select” next to the illustration

  2. Find the projects you wish to select from the recent listings or shared workspaces and select by clicking the checkbox


  3. Confirm your selection, name the report and save it



How to Change an Existing Report

Updating Projects in a Report

  1. Click on the right dropdown menu and select "Edit Projects List"


  2. Find the projects you wish to display and select their check boxes, then click confirm

  3. You will be given the option to "Save Changes" to your current report or "Save As New" report

Adding and Removing Projects Without Saving

  1. Click on the right dropdown menu and select or deselect the projects from the list to exclude it from the report that individual is viewing. This will not change the Projects included in the report when you or someone else loads this report.



How to Switch Reports

Click the right dropdown and select the desired report you wish to switch to


How to Rename, Duplicate or Delete a Report

  1. Navigate to the right dropdown, hover over the report, and click the three-dot icon.


  2. From the three-dot menu, choose to rename, duplicate, or delete a report.


Learn more about Resource Planning Dashboard here

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