Allocate resources to Projects or Programs (Resource View)

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You can allocate resources on projects. Be aware that availability of your resources should be up to date. Also project managers should first request hours on skills and/or resources.

 

The subtab Request & Allocation (Projects) and the subtab Request & Allocation (Resources) show the same information, but structured differently:

The subtab Request & Allocation (Projects) lists all requests per project

The subtab Request & Allocation (Resources) lists all requests per resource

 

 

resource grid tab req and all resources

Subtab Request & Allocation (Resources)

 

Allocate resources to projects

Step 1. Navigate to the tab Resource & Allocation (Resources). The grid shows an overview of planned/requested/allocated/remaining hours per resource per project per period.

Step 2. Click the plus teken05 - grijs (gantt)  icon in front of a resource to unfold the project details per resource, or click ++ icon unfold all in the top left corner to unfold all rows.

Step 3. Click pen-symbool03 - lichtblauw to switch to edit mode, in order to enter and manage allocation of hours.

Step 4. In the edit mode you can allocate hours per period per resource in the columns Allocation (Allo):

you can use the select boxes above the grid to hide or show columns in the grid

you can enter hours in individual cells

you can use click-and-drag to select a range of fields; use shift-click-and-drag to select multiple ranges; on selections you can:

oQuick fill all fields in the selection with the same value: press q, or click the button Quick fill, or right-click the selection and select Quick Fill

oQuick fill all fields in the selection with the same value as the 'requested hours': press r, or click the button Copy Request, or right-click the selection and select Copy Request.

oQuick fill all fields in the selection with the same value as the 'planned hours': press p, or click the button Copy Planned, or right-click the selection and select Copy Planned.
Note: this option is available depending on your configuration.

oClear all entries in all fields in the selection: press x, or click the button Clear, or right-click the selection and select Clear.
Note: Click Help, then Shortcuts for an overview of shortcuts.

oCheck the legend above the grid to understand them meaning of the colour highlights.

Step 5. Some notes on working with (the colour indications in) the grid:

Red coloured cells indicate overallocation of a resource. Look for green cells to find resources with remaining availability; if useful use the filter above the column Skill to find appropriate candidates. To allocate another resource to solve the overallocation, click the plus icon RA grid icon in front of the resource, a new row appears: select the appropriate project and allocate hours.

Blue coloured cells indicate underallocation on a resource. This generally concerns requests for this resource that are not allocated yet.

Orange coloured cells indicate overallocation of a resource on a project.

Green coloured cells indicate remaining availability of a resource.

Use the filter at the top of the project or skill column to quickly change from an overall view to e.g. a resource specific view.

Step 6. After finishing the allocation, click Save.