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Resource tracker client summary page

This guide provides steps to view and understand the Resource Tracker Client Summary page.

The Resource Tracker Client Summary Page provides a comprehensive view of resource allocation and client servicing across jobs, departments, and roles. It helps agencies monitor actual vs. estimated hours, manage staffing plans, and analyze client-related resource usage.

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.