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Allocate resources to Projects or Programs (Project View) |
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
Subtab Request & Allocation (Projects)
Allocate resources to projects Step 1. Navigate to the tab Resource & Allocation (Projects). The grid shows an overview of planned/requested/allocated/remaining hours per project per resource per period. Step 2. Click the Step 3. Click 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. oClear all entries in all fields in the selection: press x, or click the button Clear, or right-click the selection and select Clear. oMove all allocated hours one or four weeks to the left or right: use the icons 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. Unfold the top row [Resources Summary] to check the availability of other resources. To allocate another resource to solve the overallocation, click the •Blue coloured cells indicate underallocation on a project. This generally concerns requests that are not allocated yet. •Orange coloured cells indicate overallocation 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.
Use the message service to contact a project manager Step 1. The grid contains a message service to support a dialogue between project manager and resource manager. To start a dialogue with the project manager of a project click the Step 2. In the pop-up you can start a dialogue by entering a message. Optionally flag the discussion; this flag is shown in front of the project name. Click OK to send the message. • • • • • •
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