Tips and Tricks Video: The Staffing Screen (formerly known as Resource Management & Assignments)Tips & Tricks
Planview Community,In this post and corresponding video, we will delve into various Resource Management tips and tricks that will empower you to leverage Planview's capabilities to their fullest potential. Let's dive in!Get the Most out of RMA by Using the Group By Pivot: By Pivot feature in RMA, resource management assignments can be efficiently managed by organizing data based on various criteria such as work name, resource name, or entity type. The sliding option allows for easy pivoting between different groups, while also enabling filtering by date range for a consolidated view Identifying Over- and Under-utilized Resources: By leveraging the Group By Pivot feature with criteria such as resource name and work name, users can analyze resource commitments versus capacity on a date-wise basis. This enables the identification of over-utilized resources facing excessive demand or under-utilized resources with capacity rem