Overview

When your data includes tasks with an assignee or resource column and start and end dates, use the resource layout to organize tasks by their assigned resources. The layout displays each resource with their assigned tasks and task timelines.

Use the resource layout to view task distribution across resources and track the schedule of tasks assigned to each resource.

Use cases#

The use cases for resource layout include the following:

• Resource allocation - View the tasks assigned to each resource and identify how work is distributed.
• Workload tracking - Review the number and duration of tasks assigned to each resource.
• Schedule management - Track the start and end dates of tasks assigned to each resource.
• Task monitoring - Monitor task schedules across multiple resources from a single view.
• Project planning - Identify scheduling overlaps and manage task assignments based on resource availability.
• Milestone tracking - Track important events, deadlines, and completion points within the project schedule.

Prerequisites#

Before creating a resource layout, ensure that the table contains the following:

• A column that identifies the resource or assignee for each task.
• A Start Date column containing the task start dates.
• An End Date or a Duration column containing the task end dates or task duration.

Create a Resource layout#

To create a resource layout:

1. In the PowerTable tab, expand Layout and select Resource.
   

   

   The Resource Layout Configuration window opens.
   

   

2. Configure the properties to create a resource layout.
3. Select Save.

Configuration properties#

• Configure the required resource layout fields:
  • Resource: Select the column that contains the resource or assignee information.
  • Start Date: Select the column that contains the task start dates.
  • End Date/Duration: Select the column that contains the task end dates or the task duration.

• Configure the optional layout properties:

  • Estimated Effort: Select the column that contains the estimated effort in hours.

  • Filter Columns: Select the columns that you want to make available for filtering in the Filter side panel. If no columns are selected, all columns are available for filtering.
    

    

The resource layout opens and displays each resource along with their assigned tasks and the duration of each task across the timeline.

Select the Filter icon on the right side to open the Filter pane. In this example, only the configured columns are available for filtering.

Manage the Resource layout#

After creating a resource layout, you can modify its field mappings to change how resources and tasks are displayed.

To modify the resource layout:

1. In the PowerTable tab, select Layout > Manage Layout.
   

   

2. In the Layout Configuration window, update the Resource, Start Date, End Date, or other field mappings as required.

3. Select Save.
   

   

The resource layout is refreshed based on the updated field mappings.