Resource Planning and Budgeting

Get Started with Resource Management

• Resource Management Overview
• Get Started with Resource Management
• Set Up Resource Management
• Manage Access and Permissions

Monitor Capacity and Performance

• Use the Capacity View

Use the Resource Grid

• Customize the Resource Grid
• Use Bulk Actions in the Resource Grid
• Use the Allocation-Specific View

Plan and Manage Work

• Manage Budgets
• Manage Allocations
• Understand Percent Allocation
• Manage Labor Cost Budgets

Dashboards and Reporting

• Resource Management Dashboard
• Resource Management Reporting Hub
• Use Resource Planning Reports
• Use the Personal Dashboard
• Project Performance Dashboard
• Project Health View

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Project Insights

• Project Insights
• Project Estimation