Resource management setup checklist
Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.
The table below outlines all steps required before resources can be allocated to projects in Replicon. Default settings are in place for some of these options; therefore you may be able to skip steps if the defaults work for your organization.
Features can be set up in any order, except options in section 2 must be set up before they can be assigned to users (section 3).
1. Define system-level settings
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✓ |
Feature to set up |
What the feature does |
Configure at |
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Set up currencies for resources |
Currencies are used when setting the hourly cost for resources and placeholders |
Administration > Company > Currencies |
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Configure project roles |
When allocating a placeholder, resource managers can specify which role the placeholder fills on the project |
Administration > Projects > Project Roles |
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Create skills |
Resource managers assign skills to project resources, to help them decide who should be allocated to what project |
Administration > Projects > Skills |
2. Set up system-level options that you’ll assign to users
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✓ |
Feature to set up |
What the feature does |
Configure at |
|---|---|---|---|
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Enable allocation options in timesheet templates |
Timesheet templates define how allocations are used on the resources’ timesheets |
Administration > Timesheets > Timesheet Templates |
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Set up resource management permissions |
Permissions control how resource and project managers allocate and manage resources |
Administration > Employees and Organization > Permission Sets |
3. Assign resource management functionality to project resources and management
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✓ |
Feature to set up |
What the feature does |
Configure at |
|---|---|---|---|
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Assign timesheet templates |
Ensure templates with the desired resource allocation options are assigned to project resources |
Administration > Employees and Organization > Users > Timesheets |
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Assign hourly cost rate |
Set an hourly cost for each project resource so project cost estimates can be generated |
Administration > Employees and Organization > Users > Billing & Cost |
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Assign permission sets to managers |
Ensure resource and project managers are assigned the permissions they need for allocation |
Administration > Employees and Organization > Users > Roles & Permissions |
Related links
How resource management works
How allocation works
Allocating a resource to a project
Allocating a resource to a task
Changing a resource's allocations
