- Sales1-877-762-2519
- Support Lines
- North America1-877-862-2519
- Australia1800 223 198
- United Kingdom+44 (0) 80 0048 8810
- Other Countries+800-6622-5192
Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.
When managing projects, you can allocate resources to plan their time on each project. You can allocate a resource to a project they are already on, or allocate them while adding them to a project.
If you aren’t ready to allocate specific resources, allocate placeholders instead. For more detailed planning, allocate resources to specific tasks rather than at the project level.
To allocate a resource to a project they are already assigned to:
Use the filters to narrow down the list. If skills have been link assigned to resources, the filters can help you find resources with a specific skill set.
All of the resource’s assigned projects are shown, along with the existing allocations for those projects.
If the project you want is not shown, add the resource to the project before allocating.
You can change the dates when entering the allocation.
You may be prompted to assign and allocate tasks after adding the allocation. Once allocations have been added, you can update or remove them as needed.
If the resource is not already assigned to the project:
Alternatively, click Skip Allocation to assign the resource without allocating them.
Create a new allocation for each change in allocated hours. For example, if you want the resource to work 4 hours per day for one week and 8 hours per day the following week, create an allocation for 4 hours and then create an allocation for 8 hours.
Yes, add an allocation for the first date range and then repeat the process for additional date ranges.
However, keep in mind you cannot add multiple allocations to the same project for the same dates. For example, you cannot allocate John to Project A for 3 hours on May 21st and then allocate him to Project A for 4 hours on May 21st and 22nd. When you create the second allocation, it will replace the first one rather than add to it.
Allocate a placeholder instead. Once a resource becomes available, you can swap out the placeholder.