View the Overall Resource Plan

The overall resource plan allows you to review resource allocation across all projects for a selected period. You can filter the plan to focus on specific contacts, contact types, organizations, or finance companies. This allows you to drill down into the data to get a better understanding of how resources are being used.

Note: The overall resource plan is a read-only view of resource allocations. To make changes to resource allocations, you must access the resource plan at the project or contact level.

To view resourcing across projects:

1. On the header bar, click Activity Zone.
2. In the Search Activity Zone field at the top, enter Overall Resource Plan, and then click the link that displays.
3. On the resource plan page, click on the From and To fields to change the period to view project resourcing over, if required.
4. Select any filters that you want to apply to the resource plan. You can filter by contact, contact type, organization, and finance company.
   Click More Options to display additional filters, such as department, classification, line manager, community, and so on.
5. Click Search to display the results.