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How to view the Resource Tracker

This guide explains how to use the Resource Tracker to manage and analyze resource allocation. It shows you how to customize views, filter by department or job title, and access detailed reports for better decision-making. By following these steps, you’ll optimize resource management, improve client service, and understand team capacity and utilization.

  • Click the  to open Accountability side-by-side with these instructions.
  • Click the  to open the full guide.

 

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