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Resource Allocation

In order to plan for the future, the resource allocation system allows you to assign employees to your projects.

Useful prerequisites​

  • You will of course need all your employees set up, complete with their Roles and Competencies
  • They should all have their proper work schedules set, especially if some of them aren't on the regular 40h workweek
  • Using the Absence system for PTOs is highly encouraged, as this way, any dates of your employees PTOs will be marked as such

Allocating users​

  • Allocating users is primarily done on the page of the project in question
  • You can check how many days an employee has available for each week, however you are allowed to overbook them
  • Overbooked employees will be highlighted in Resource Management, allowing you and your colleagues to settle disputes

Forecasting​

  • Once you have employees allocated to a project, Forecasting based on actual allocations become available
  • This allows you to have a razor sharp budget forecast for the project!

Checking allocations across all projects and handling overbooking​

  • Use the separate Resource Management pages to have an overview on all bookings
  • Changes can be made on these pages as well, without having to go into the projects' own pages