Resource Management

Filtering the resources by Role Hierarchy, Users and Project

Leankor Portfolio management has a feature to filter and view the resources by role hierarchy, by users, and by projects. Filter the resources by role hierarchy Click on the left navigation menu and then click the arrow in front of Portfolio management. It will expand the portfolio management and we can see the menu Portfolio [...]

How to view Resource Utilization and Resource Schedule in one view

Step-by-step instructions can be found below the video. We can view resource utilization and resource schedule in the same window by using the "Show" function to have both views visible at once. Click on the left navigation menu and then click on arrow sign which is in front of portfolio management. Under Portfolio Management drop-down menu [...]

How to move activities from one resource to another

In Leankor we can have drag and drop feature through which we can move activities from the resource which is over-allocated to the resource which is under-allocated. Click on the left navigation menu and then click the arrow in front of Portfolio management. It will expand the portfolio management and we can see the Portfolio [...]