Customize your allocation data display

Customize your allocation data display in the format that works best for you.

📝Overview

Purpose

Personalize how allocation data is displayed to suit your reporting and analysis needs
Improve visibility of staff, projects, and costs by using exploring different layouts and visualizations

Who is this for

PMOs, stakeholders, and managers who want to view allocations in a way that best fits their workflow

Pre‑requisites

Existing allocations in the platform
Familiarity with navigating Allocations

Permissions required

Access and permission to view allocations

📹Demo walkthrough

💭How‑to guide

Customizations are flexible and offer a variety of views such as data grid, tree map, stacked column, charts, and more; the instructions below provide a basic overview of how to use the customize option starting with the data grid.

Step 1: Open customize panel

Click the Customize button on the upper right corner to open the panel.

Step 2: Configure your display settings

ℹ️ In this example: We want to display allocations per staff and their associated projects.

⚠️ Note: Key items to adjust may vary per visualization type.

As we work on the Data Grid view, key items to adjust are:

Visualization – type of visual remains Data Grid (Data Grid, Tree Map, etc.)
Group by – set to Staff Display name to organize allocations by staff
Data to display – set to Project Display name to see each staff's assignments to the projects they are working on

💡Tip: Use the arrows on the right side to easily interchange the Group by and Data to display values with a single click

Unit to display – set to Man days, to see the number of working days
Columns – set to Month, this defined the granularity of the data view

Step 3: Apply changes

Click on Apply changes and see the updates applied in the chosen visualization.
In this example (Data Grid), staff appear first, and expanding a row shows the projects they are allocated to.

Before changes:

After changes: