Resource Management

Resource Management helps you to efficiently plan, schedule and allocate resources for your projects. You can manage projects, allocate resources or placeholders, look into resource demands,  check for over allocation and under allocation.

By keeping a tab over the work hours of your team members, you can ensure that resources are better allocated with a balanced load sharing model where no one is under/ over worked. Comapring project timelines and resource availability helps you to churn results faster and with efficiency.

How to Access Resource Management?

You can access Resource Management by clicking on Resource Management icon from the vertical left navigation bar.

Resource Management: The People Tab

Using the People Tab in Resource Management, you can find the perfect set of people for your projects. The find availability feature automatically provides suggestions to show available resources. 

The Filter feature lets you look for specific people based on roles, departments, skills and much more.

Add allocations to project timelines with extremely easy user interface which allows you to edit, drag, drop and split timelines!

People Tab: The Timeline View

You can view how occupied a team member is by looking at the timeline corresponding to it. The timeline bar next to each team member has a percentage value indicating how occupied that team member is.

The timeline bars are colour coded according to the degree of allocation for ease of viewing.


There is an additional red line over each timeline bar apart from the colour coding to indicate over allocation

Note: By default, each Team member has a bandwidth of 8 hours per day.

Hover over a team member's timeline bar and you will get a summary of the team member's bandwidth.

Note: Depending on which time span view you choose, the bandwidth summary will vary based on the daily, weekly and monthly timeline allocations.

Total Capacity: 

Indicates the total number of hours a team member is available for based on the current time span view you are in. 

You can view a team member's daily, weekly and monthly capacity.

Hard Allocations:

Indicates the number of confirmed allocated hours for the team member.

Soft Allocations:

Indicates the number of tentative allocated hours for the team member. 

The soft allocations are denoted in the timeline view by using a different pattern to indicate it has not been finalised. 

Note: Soft allocations are denoted using a pattern on the timeline bar.

Remaining:

Indicates the number of unallocated hours remaining out of the total bandwidth for the team member.

Adding Allocations for a Team Member

1. To start adding allocations for team member, click on the team member's account name from the Team members column. 
   
   
   
   
   
2. Click on 'Add project'  in case you want to allocate the team member to a new project.
   
   
   
   
   
3. After adding the team member to the project you can assign allocations to the team member by adding a timeline bar next to the team member for the corresponding dates.
   
   
   
   
   
   
4. As soon as you add an allocation for a team member on the timeline, a panel opens on the right side of the screen.  
   
   
   You can edit these fields from this panel:
   • Hours per Day: Define the number of hours per day the team member is required for in the project.
     
     
   • Number of Working Days:  Displays the total number of working days for which that team member is required for in the project.
     
     
   • Allocation Type: Choose the type of allocation based on the conformation status of the project and the team members. 
     
     'Hard allocation' is for confirmed allocations and 'Soft allocation' is for tentative allocations.
     
     
5. Click Done to save changes.

Editing Allocations

For already existing allocations, you can increase/ decrease the total number of working days by expanding/ contracting the timeline bar from both ends.

You can shift the timelines for each allocation by dragging and dropping the timeline bar to the new dates.

Click on the timeline bar and edit the allocation properties from the panel on the right. 

You can edit these fields from this panel:

• Hours per Day: Define the number of hours per day the team member is required for the project.
  
  
• Number of Working Days:  Add the total number of working days for which the team member is required for the project.
  
  
• Allocation Type: Choose the type of allocation based on the conformation status of the project and the team members. 
  
  'Hard allocation' is for confirmed allocations and 'Soft allocation' is for tentative allocations.
  
  

You can also delete the allocation from here by clicking on the delete button at the bottom of the dialog box.

More Actions for allocations

Click on the 'More actions' icon from the right most corner of the timeline bar. 




You can perform the following actions from here:

• Edit
  
  Clicking on this opens the allocations edit panel on the right where you can edit the hours per day, number of working days and the allocation type. 
  
  You can also delete the allocation from here.
  
  
• Split Time
  
  In cases where a team member is required for different number of hours for different project phases, you can use the split time feature.
  
  On clicking Split Time, the timeline bar is split evenly at regular intervals and cursor turns into a scissor. You can choose to split the bar into two parts by clicking on the interval where you want to split.
  
  
  
• Delete Allocation
  
  Click to delete the allocation.
  
  
  

Hey! Here's hoping that this support document was useful. You can write to us at [email protected] in case of any queries.