Understanding Resources in the Plan
Things to know before you start:
You must already have resource data assigned to tasks in your plan
If you'd prefer to see resource demand in Power BI, head here instead.
There are three easy ways to check resource demand: using the Resource Overlay on the Gantt, our Power BI connection, or the Aphex Insight App. We're going to take a look at the Resource Overlay.
When you add resources (like Materials, Equipment, Labour, and Subcontractors) to tasks, you get a clear picture of resource needs across your tasks, your team's work, and the whole project.
Navigate to a Gantt View.
Open the Overlays menu located at the top.
Select "Resources" from the menu.
Once the Resource Overlay is activated, you can tailor your view to focus on specific resource types and timeframes. Here’s an example:
Click on the respective resource icon (e.g., Labour) to display all relevant task information.
Use the type selector to narrow down to specific resource categories, such as "Crew."
Now that you have the Overlay set to show the right data, you can change your view of the plan to ensure that you see only the two-week Labour Crew demand for Team A.
Open the Filters and select Owner is Team A.
Open the Date Range Selector and set the dates to show the upcoming two weeks
Once you're looking at the relevant information, here are a few tips to help you understand the data:
Each resource type is represented in rows showing daily demand.
The darker the number of the block, the higher the demand.
Hover over each block to see daily demand, task usage for displayed and all project tasks, and task ownership.
Switching to Project Utilisation instead of Displayed Task Utilisation will change the number in each block to be based on data from the whole project instead of just tasks in your view.
In Month or Week view, blocks don’t display usage amounts until you hover over them.
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