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How to Use Resource Planning Dashboard
How to Use Resource Planning Dashboard

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

Updated over a week 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 Add a Project to an Existing Report

Adding a project

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


  2. Find the project you wish to display, select it, and click confirm.

Removing a project

  1. Click on the right dropdown menu and deselect the project to exclude it from the report


How to Save Changes Made to a Report.

Click the left dropdown and click "Save Changes" to save any modifications to the 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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