Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Reduce Confusion/Navigation of Resource Boards

There are multiple resource boards available and it can be confusing to some end users. Perhaps considering reducing the two Individual Resource Boards into one board with a button or option to swap back and forth between the time-based (Individual Resource Board) and project/task based (Individual Project Resource Board). Could be one board with just a button click to go back and forth between the two views.

Also, the Resource Planner could be renamed Project Resource Board, as Resource Planner does not necessarily distinguish it from the other board versions easily.

A secondary "Resource Planning" menu with navigation to each of the boards could be placed in the menu of each board page so users can go back and forth to the board they need.

  • Brandon Lewis
  • Aug 1 2021
Business Impact

Reduce confusion and make it easier to navigate.

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