Resource allocation is a tool to keep track of the availability of resources in the company. Initially, this will only apply to project participants, but in the long term this may also be more general resources (tools, vehicles).
Whether you have access to this function is determined by the role you have been given in the project and whether the relevant role has access to resources.
How do resources work?
The way this works is that you set up a set number of available hours per week for the resources you want to use in the resource allocation (can only do if you have rights to it).
You then specify how many hours a resource should spend in a week on a project, or more. Doing this all the time with all the resources on all projects will give you a good overview of what the resources will be working on, and when in the future you have available resources to work on new projects.
How to set up a resource?
You can reserve resources for a project if they are added as participants in the project. Click the Resource Management button in the top menu and then click Add Resource (requires that you have the rights to it).
How to use resources?
In the resource screen you will see two rows per project participant; one row of hours available (total minus reserved on other projects), and one with number of hours reserved on the project. The latter is editable.
To reserve a resource, enter the number of hours in the column for the week of the resource you want to reserve.
NB! As of now there are no restrictions, if a resource is reserved for more than available time it will only be shown as negative availability.
By clicking on this button you will get an overview of estimated and reserved hours per assignment, as well as the total total reserved and estimated hours.