Allocate a resource to a project
Resource allocation helps your organization to understand who does what, for how many hours and for how long.. Another important function is the ability to quickly show if you need a new hire or your team has the ability to take on more work.
Completix has developed a simplified but very powerful allocation method to ensure you are always on top of your resources.
To accommodate the normal course of any given project where usage varies, you can allocate a resource by time buckets. Completix will automatically average the utilization and calculate the cost estimate based on the number of hours projected.
Step 1 - Invite your resource to the project
When inviting a resource to join a project, the allocation is always optional. you can always add/change it at anytime
Step 2 - Go to the Project Team page
In the Project Team page, on the user you want to allocate, click on the little calendar icon.
Step 3 - Allocate
If, during the invite, the first allocation was created, you can edit it or add another allocation. For an allocaiton to be valid you need a time bucket (Start and End dates) and the estimated % of the resource time to allocate.
For example you estimated that your resource will require 25% of his/her time during a particular period of time, then:
- Click on the +
- Select the Start date
- Select the End date
- type 25% in the allocationinside Governance Teams… under MSM folder field
Once a resource is allocated, the estimated hours will be evenly spread across the selected time bucket. For extended flexibility, you can add multiple time buckets to suit your needs as well as change the allocation percentage at anytime.
The estimated cost of each allocation is available in the budget section to help you automate your financials.
