Resource's allocation showing higher or lower than expected
- Resource is Part-Time
- Workday Length
- Tasks Not Accounted For
- Project Status + Health Excludes Resource Forecasting
Resource is Part-Time
- Go to to Resources Tab
- Navigate to a grid view
- If the "Schedule" column shows resource is part-time, that might explain higher-than-expected utilization
Workday Length
- Go to to Account Settings > Features
- Confirm if the workday duration if higher or lower than expected. Higher than expected will make forecasts seem lower than expected, and vice versa for lower than expected.
Tasks Not Accounted For
Have you account for all resource assignments: project-level, milestone-level and to-do-level? The best way to determine this is by going to the resource's "Resource 360 > Work Items" and set view to "Incomplete" and filter blank.
Project Status + Health Excludes Resource Forecasting
Confirm if the project status + health is configured to exclude resource assignments from resource forecasting calculations and the Resource 360 page. Learn more.
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