You can use the Assignments tab to track how project managers have assigned resources to individual tasks within a work item and to help load balance resource allocations across any work item.

The upper pane of the Assignments tab is used to view existing resources, any work item to which they are allocated, and the timegrid/timeline views of their workload over a period of time. Select a resource team. The default column shown for resources is: Name. You can add additional columns to the upper pane by clicking the Properties button. Use the Filters tab to select specific resources. Use the Organize tab to sort and group resources.

Use the Swap/Grid Timeline button to toggle between the timegrid and timeline views. Timegrid and Timeline tabs can be optimized for starting and ending dates, dimensions (Plan, target, baseline, Actual, or Task Baseline), units (FTE, currency, or hours), time period (Calendar Week, Calendar Month, Calendar Quarter, Calendar Year, Fiscal Month, Fiscal Quarter, or Fiscal Year), and timescale. Click the Apply button to recalculate the timeline or timegrid view to include your changes. Move the splitter bar to increase or decrease the size of the upper pane.

The lower pane of the Assignments tab is used to view resource allocations. Select a resource team in the upper pane to view a resource allocation graph in the lower pane. A resource allocation graph displays a resource team's capacity, net allocation, and net assignments. Settings for timegrid and timeline views (such as date range, dimension, etc.) are tracked in the resource allocation graph. Select a work item that is allocated to a resource to view and modify resource allocations using the General tab.

Editing a resource allocation

You can modify a resource allocation.

To edit a resource allocation
  1. Open the Resources module.
  2. Select the Allocations or Assignments tab.
  3. Select a resource.
  4. In the lower pane, make your changes and click Save.