Work with the workload diagram


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The load chart provides a central overview of the allocation of all relevant resources that is always up-to-date. Please proceed as follows to display the load chart:

  1. Click Resources in the lower left of the home page.
    In this case, the Resource Overview loads resources system-wide.
  2. The following features are available:
    • The view always filters the resources and workloads by the time period specified by Select time period.
    • Duration and degree of the workload are shown by the bars in the upper right part:
      • Yellow bar (workload 1% - 100%)
      • Red bar (workload 101% - 149%)
      • Dark red bar (workload over 150%)
    • The example shows the overloading of the resource "Ella Macgregory", which results from the occupation in two activities. If appointments are on record in the Outlook calendar of an Exchange resource, the resource counts as fully loaded (100%) in the given time period. To hide the calendar deactivate the option Enable Exchange calendar.
      Add the appointments from the Outlook calendar via InLoox PM options. Open the options and click Exchange Server in the navigation pane. Then type a domain with contact in the Exchange Server area.
      For more information on how to open the InLoox PM options, see Open the InLoox PM options.
    • Today's date is shown by a vertical red day line.
    • The warning symbol shows that an overbooking of a resource has occurred in the indicated period. The workload of the resource exceeds 100%. The alert icon doesn't give any information about the duration or the extent of the overbooking.
    • The external resources are marked with .
    • A click on the plus sign next to the resource displays the workload details. These include the projects and activities to which the resource is assigned and, in case of internal resources, also the Outlook calendar. The details of the resource can be hidden by clicking the minus sign .
    • The clicking on an activity centers the workload overview.
    • The details will be displayed, if the cursor is moved over a bar:


      The percentage indicates the workload of the resource. The time period and duration display the length of the workload.

    • A click on a resource displays a graphical overview of the workload data within the defined period. These include the projects and activities which have been assigned to that resource as well as the Exchange calendar, if the resource is internal.
    • A yellow field indicates that a resource is occupied, but not overallocated in the specified time period.