How to view employee workload in projects

On the Manage resources page, you can find any employees of the organization, view their project workload, and generate a report.

For example, a manager can find all employees from their department and check if any of them are over- or underutilized.

To learn how to indicate employee workload, see How to add employees to a project.

Find employees by parameter

1. Open the list of resources of the organization: click Projects and portfolios → Manage resources or follow the link https://tracker.yandex.com//pages/resources
2. Expand the menu with employee filters: click Filters on the right.
3. In the Dates parameter, specify the time period for checking the employee workload. You can enter the period in days, months, quarters, or years.
4. In the Group parameter, start typing the name of the group or department where the employees you want to find work. If you choose multiple values, the list of employees for each group will be collapsed.

Use the search bar to quickly find an employee or group.

The latest search criteria you configured will be applied the next time you open the resource management page.

Sort the list

By default, the list is sorted by participant workload. To set a new sorting parameter (for example, by project deadline), use the button at the top of the page:

1. Click to change the sort order: descending or ascending.
2. To the right of the icon, click the name of the current sorting parameter and select a new one from the dropdown list.

You can quickly sort the list by a parameter from the employee list table: hover over the column and click .

Export a report for employees you found

In Yandex Tracker, you can generate a report by resources and save it in XLSX format. The table will display the start and end search dates, employee names, and their total workload during the selected period.

1. Open the list of resources of the organization: click Projects and portfolios → Manage resources or follow the link https://tracker.yandex.com//pages/resources
2. Configure the criteria for including employees in the report. To learn how to do this, see above.
3. In the upper-right corner, click Export report.

4. Link

   A notification with the report name will appear at the bottom of the page: click the link inside it.

   To download the report again, click Dashboards and reports, open the Reports tab, and select the most recent one.

5. Wait until the report is generated and click Download.