Resource allocation

zeeshan ahmed
Tera Contributor

Hi Everyone, 

 

Is there any report/dashboard available where users can see their project allocations. 

Let's say I am employee of company, I want to see what projects I am allocated to this month or week. 

I will have only time_card user role and I will part of resource plans. 

How can I see my allocations 

Ps: resource reports are available only to people having resource manger roles, I am asking reports/dashboard for the end users to view their allocations

Thanks in advance for your inputs 

 

2 REPLIES 2

zeeshan ahmed
Tera Contributor

@Namita Mishra appreciate your usual support in my query

PaulaaO
Mega Sage

It can be done if you tweak the ACLs for resource_allocation table: read and report_view ones by adding the timecard_user to them. I have tried it out and created a dashboard and report from scratch, shared with timecard_user role only and when impersonating I would see the details of my allocation.

 

However I am not sure if this the right thing to do, in terms of licensing. I think you need at least Business Stakeholder licence to see reports, but best to check with your Account Manager.

 

The only work around I can think of is to schedule a report and send it to your time card users, but this is dependant on how often the allocations change, how many time card users you have so not sure long term if it's best solution...