Allocating Resources

To allocate named resources to a resource demand:

• Navigate to the Enterprise initiative
• Select Registers -> Resource Demand from the initiative menu
• Click on the Ledger view
• Locate the desired Resource Demand and click the 'Allocate' button

This will display an allocation pop-up with the following information:

• Details associated with the resource demand (eg. duration required, capabilities and any comments left by the requester).
• The table will show all users that match the requested resource type and their availability for a given period. A user's availability is calculated by their individual capacity minus any existing allocations.
• The 'Allocation / Demand' row in the table shows the allocation of any selected users (as the numerator) over the demand (as the denominator) for a given period.
• Selecting a user will allocate the user's availability as the default allocation for the duration of the resource demand. This can then be modified on the ledger to ensure the named resource isn't over capacity.

If a user is overcapacity for an given period, this will be highlighted in the ledger with an alert icon

Removing Resources

Named resources can be removed from a resource demand by clicking on the 'x' icon on the ledger. This will erase any allocation time phased data for this user.