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Adjust member allocation across projects

Overview​

You can assign items based on the person in charge.

  • The load of the person in charge is displayed in real time, so you can change the assignment to another person in charge and level the load.
  • The assignment results are also reflected in the Gantt chart.

Understand the progress of the project, assign the optimal resource, and improve productivity.

If you want to adjust resources within a single project, please refer to the following page.

This function is limited to the Professional Edition.

Display view​

On the My Page screen, select the following.

When you select the target project, the following screen will be displayed.

  • ①: Displays the milestones of the selected project.
    • Items of each project cannot be confirmed, so if you want to check the details, open the Gantt table of each project.
  • ②: Items assigned to each member.
    • The color of the items follows the legend described in ③.

The screen and each operation method are the same as how to use Resource Planner in a project.
For detailed procedures, please refer to the following page.
"Assign items to members"

Grouping the created views​

The created views can be distinguished by group.

Create a group in ① below and change the name in ②.
Then, move the view settings (③) by dragging and dropping.