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Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products
If resources are shared between projects, you may want to manage them through allocation. Allocation allows you to plan the time resources spend on projects, which can help you:
When you allocate a resource to a project, you specify:
Then, when a new project is created, you can see which resources still have time available and allocate them to reserve their time for the new project.
For example, Project A requires 25 hours of work. You allocate John to work on Project A for 5 hours per day from May 21st to May 25th. Later on, Project B is added and it requires 10 hours of work for the same period. You can see that John still has 3 hours available each day, so you allocate 2 hours per day to Project B.
|
May 21st |
May 22nd |
May 23rd |
May 24th |
May 25th |
Total |
John's total hours |
8 hours |
8 hours |
8 hours |
8 hours |
8 hours |
40 hours |
Project A allocation |
5 hours |
5 hours |
5 hours |
5 hours |
5 hours |
25 hours |
Project B allocation |
2 hours |
2 hours |
2 hours |
2 hours |
2 hours |
10 hours |
Instead of allocating a specific resource, you can allocate a placeholder to represent a future resourcing requirement. When you are ready to allocate a real resource, you can swap out the placeholder with the resource.
Placeholders can be helpful: