View the Assignments Boards
Background
The Assignments Boards allows you to see a single-day view of all active people and projects. You can see all active projects along with the resource requests and resource assignments for each project. You can also set defaults for how you want to view the Assignments Boards.
Things to Consider
-
You can set your default viewing configurations in your tool Settings.
Steps
-
Navigate to the Company level Resource Planning tool.
-
Click Assignments and select Boards.
-
Click the configure
icon.-
Schedule Changes
-
Select how to set the dates for an assignment.
-
-
Width
-
Select the column width of the boards page.
-
-
View Options
-
Select to display card as Compact or Expanded.
-
Move the 'Stacked View' toggle
ON, for a fullscreen view of each project.
-
-
Project Fields
-
Move the toggles
ON or
OFF to show or hide Project information.
-
-
Resource Fields
-
Move the toggles
ON or
OFF to show or hide Resource information.
-
-

