What is the difference between assigning and allocating?
Resource management is only available with the RepliconPSM, RepliconPPM, Professional Services Automation, and Project Portfolio Management products.
When you add a resource to the project team, they are assigned to the project and therefore can enter time and expenses against it.
When you allocate a resource, you specify when the resource will work on the project and for how many hours. This scheduling allows you to ensure your projects have enough staff and resources are fully utilized.
A resource must be assigned to the project team before they can be allocated.
Related links
How allocation works
Allocating a resource to a project
Allocating a resource to a task
Changing a resource's allocations
Viewing allocations
