TM - Resource Summary

The Resource Summary module provides a consolidated, high-level view of resource utilization across projects within the Task Management Module. It helps users understand how resources are allocated and how much effort has been logged over a selected period.

This module is intended for:

  • Project Managers
  • Team Leads
  • Administrators

It serves as both a monitoring tool and a management interface for maintaining resource-project associations.

Important:

  • Logged hours are fully system-generated and cannot be edited manually
  • This screen does not allow task-level operations or work log modifications

1. Objectives

The module enables users to:

  • Monitor resource utilization across projects
  • Review total logged hours for a defined time period
  • Analyze workload distribution at a summary level
  • Manage resource–project associations (based on permissions)

2. Navigation

Home > Task Management > Resource Summary

3. Page Layout Overview

The page is divided into the following sections:

  • Left Sidebar: Navigation across modules
  • Date Range Selector (Top): Defines the reporting period
  • Main Grid Area: Displays resource-wise summary
  • Top-Right Controls: Search, filters, column visibility, and export

4. Date Range Selection

The date range selector allows users to define the time period for which logged hours are displayed.

Key Features

  • Default selection: Current month
  • Users can select custom From Date and To Date
  • Example: 01-Mar-2026 to 31-Mar-2026

System Behavior

  • Logged hours are calculated strictly within the selected date range
  • The grid refreshes automatically when the date range is changed
  • Only work logs within the selected range are considered; data outside this range is excluded

5. Resource Summary Grid

The main grid provides a summary of resource-level data.

5.1 Grid Structure

  • Each row represents exactly one resource (user)
  • Data is derived from:
    • Work log entries
    • Task assignments
    • Resource–project mappings

5.2 Grid Capabilities

The grid supports:

  • Keyword search
  • Multi-level filtering
  • Column visibility configuration
  • Export to Excel

Limitations

  • Task-level or individual work-log details are not available in this view
  • Users cannot create, edit, or delete work logs from this screen

*Editable based on role-based access control (RBAC)

6. Field Behavior and Rules

  • Each row must always represent a single resource
  • Logged Hours:
    • Are automatically calculated by the system
    • Are displayed in HH:MM format
    • Cannot be edited under any circumstances
  • Data shown in the grid is automatically updated based on:
    • Work log entries
    • Task assignments
    • Resource–project mappings

7. Logged Hours Calculation

Logged hours represent the total effort recorded by a resource.

Calculation Logic

  • Aggregated across:
    • All tasks assigned to the resource
    • All projects associated with the resource
    • The selected date range

Important Behavior

  • Logged hours are strictly system-derived and read-only
  • Values are recalculated automatically whenever:
    • Work logs are updated
    • The date range is changed
  • Logged hours always reflect only the selected date range and do not include any data outside it

Constraint

  • Logged hours cannot be manually modified from this screen

8. Resource–Project Mapping

The Projects column displays all projects associated with a resource.

Key Features

  • Projects are displayed as tags
  • A resource can be associated with one or more projects

Editing Behaviour

  • Users with appropriate permissions can:
    • Add projects
    • Remove projects

Important Rules

  • Updating project associations:
    • Changes only the mapping
    • Does not affect logged hours
  • Logged hours depend only on actual work log entries, not on project mapping changes

9. Grid-Level Actions

9.1 Quick Search

  • Allows users to search across all visible columns
  • Includes an option to clear/reset the search

9.2 Filters

  • Users can apply multiple filters simultaneously
  • Options include:
    • Add New Filter
    • Remove All Filters

Behavior

  • Filter results are applied instantly to the grid
  • The displayed data always reflects the active filters

9.3 Column Visibility

Allows users to control which columns are displayed.

Available Columns

  • Resource
  • Projects
  • Logged Hours

Toggle Behavior

  • ON (Blue): Column is visible
  • OFF (Grey): Column is hidden

Important Behavior

  • Changes apply immediately without page refresh
  • Column visibility affects:
    • On-screen grid display
    • Exported Excel data
  • Showing or hiding columns does not modify, delete, or recalculate any data

Constraint

  • Column order is fixed and cannot be rearranged

9.4 Export to Excel

Allows users to export the grid data.

Export Includes

  • Selected date range
  • Applied filters
  • Visible columns
  • Active search criteria

Important Behavior

  • Export always reflects the current state of the grid
  • Only the data visible based on filters and column selection will be exported

10. Footer Information

The footer displays the total number of records currently shown in the grid.

Behavior

  • The count updates dynamically based on:
    • Selected date range
    • Applied filters
    • Search results

11. Access Control

  • Data visibility and edit permissions are controlled through role-based access control (RBAC)

Important Points

  • Users can only view data they are authorized to access
  • Editing of Resource and Projects fields is restricted based on user role

Constraint

  • Unauthorized users cannot modify resource or project mappings