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).

The checklist assumes users and projects have already been added to the system.

1. Define system-level settings

Feature to set up

What the feature does

Configure at

 

Set up currencies for resources

Currencies are used when setting the hourly cost for resources and placeholders

Administration > Company > Currencies

 

Configure project roles

When allocating a placeholder, resource managers can specify which role the placeholder fills on the project

Administration > Projects > Project Roles

 

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

Feature to set up

What the feature does

Configure at

 

Enable allocation options in timesheet templates

Timesheet templates define how allocations are used on the resources’ timesheets

Administration > Timesheets > Timesheet Templates

 

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

Feature to set up

What the feature does

Configure at

 

Assign timesheet templates

Ensure templates with the desired resource allocation options are assigned to project resources

Administration > Employees and Organization > Users > Timesheets

 

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

 

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