Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.
When planning a project, you can schedule each team member’s work using allocations. When you allocate a team member, also called a resource, you specify when and how long they will work on your project.
Allocation can help you:
Without allocation, estimates and work dates are entered for the project or task as a whole. When you allocate, you enter estimates and work dates for each resource individually. The project estimates are then automatically calculated based on the resource allocations.
With allocation, you essentially reserve the resource’s time for your project. As a result, when you are staffing a project, you can see which resources are available and other project managers can see the same. This reduces the risk of multiple project managers attempting to use a resource at the same time.
When a new project needs to be scheduled, you can find out when resources are available and schedule your project for that period.
When needed, you have the option to allocate a placeholder instead of a resource. This can be useful if resources are assigned by someone else and you want to indicate your resourcing requirements. Placeholders can also be used if you are in the early stages of planning and aren’t ready to assign a specific resource. For even more granularity in your planning, you can allocate resources to specific tasks instead of at the project level.
To allocate a resource or placeholder to your project:
For each resource, you’ll see information on their current allocations, including:
You can change the dates when entering the allocation.
Once allocations have been added, you can update or remove them as needed.
To allocate a resource or placeholder to a task:
You can allocate to tasks from either location.
To update a task allocation, follow the same steps and edit the dates as necessary.
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.