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Hello, We recently upgraded to V9 of PSA. In V9, Microsoft has removed availability view and combined it with Schedule board.
In 8.2 Availability view, we could see how many hours the resource is allocated to the given project by day/week/month.
The schedule board shows the resource's allocation to all projects, but there is no way to see how many hours are allocated to given project. Is there anyway to get to this ? I hope there is some setting to get to this info.
Hi Pannala. A Project record has tabs for resource assignments, reconciliation and team. You should find all this info there.
Another way is to make a chart that combines all bookable resource bookings and resource assignments for a user. This will also show you a total for both.
Hello Antti, Thanks for the response. Team members view shows start date/end date and total hours. We are interested in allocation per week/day/month. Is Reconciliation view available in 2.4 ? If so can you please let me know how to access it ?
Hey. Sorry, I was think V3 here. In V2 it's the Resource Assignment entity that holds the task assignments. Assignments are held via line tasks so look into both line tasks as well as parent tasks on the Project Task entity (IsLineTask = yes/no). Based on assignments I'd look into creating a report with PowerBI.
Thanks Antti ! In the previous version, Maintain bookings showed the allocation for each resource specific to project by day/week/month. We could also adjust allocations there directly. Now it takes the user to schedule board where it brings up all allocations for the given resource not just for the project we are interested in. Users are complaining it is very confusing and time consuming to find the allocation for a given project. It shows bars and no numbers. Surprised that there is no where within the UI where such a view is readily available and we now have to write a report. Perhaps the reason for reconciliation view in V3 :-)
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