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Resource Allocation

Allocation is how a resource manager meets resource demand with named people. Each person is allocated part of their availability to the demand, period by period, based on their capacity, their capabilities, and the priority of the work.

This article covers both the Advanced and Simple Models. Allocating resources needs the Allocation permission set to Update — see Configuring Resources (Advanced Model). For how resource management fits together, see Managing Resources.

Allocating people to demand

Resource managers usually allocate from the enterprise, where the demand from every initiative is listed together. To allocate people:

  1. Navigate to the enterprise, then to Registers > Resource Demand.
  2. Switch to the ledger view.
  3. Find the demand, and click its allocate button. The allocation window opens.
  4. Review the demand's details — the period it's for, the capabilities requested, and any comments from the requester.
  5. Select the people to allocate from the table. It lists every user assigned the resource type, with their Availability in each period: their capacity, less what's already allocated elsewhere.
  6. Check the Allocation / Demand row, which compares what the selected people cover with the demand in each period.
  7. Click Allocate Selected.

Each person is allocated their availability for the length of the demand, to meet as much of the remaining demand as possible. Adjust their allocation for each period on the ledger afterwards.

Allocating people to an approved or rejected demand sends it back for approval. You'll be warned first.

Over- and under-allocation

The ledger flags where allocation and demand don't match:

  • Underallocated Demand and Overallocated Demand — less, or more, is allocated than was requested.
  • Resource overcapacity — a person is allocated more than their capacity in a period, across all their demands. An alert icon marks the period.

Removing a person from demand

On the ledger, click the remove button next to the person. Their allocation to that demand, for every period, is deleted, and the demand is sent back for approval.