Obtain a list of Project, Task and Resource Allocation
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Obtain a list of Project, Task and Resource Allocation

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Article ID: 392310

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Updated On:

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Clarity PPM On Premise Clarity PPM SaaS

Issue/Introduction

Given a list of Project Codes, how can a list of Tasks and Resource allocations be obtained against it?

Resolution

Home -> Resources -> {Specific Resource record} -> Allocations tab. This will provide a list of all Projects against which a specific resource is allocated. This information will have to be obtained manually one by one, per Resource.

In an automated approach, a list of Project Codes along with Project Allocation can be obtained in one of the following ways:

  • A query against the relevant database tables
  • Using REST API
  • Using XOG