Resource allocation
Rillsoft Project provides you two variants of resource
allocation:
- to allocate resources to an activity.
First choose an activity in the bar diagram and then select the
resources, such as roles or employees, from the window Activity
properties in the tabs. You may then allocate the required resource
correspondingly.
- to allocate activities to a resource.
First define a resource in one of the Resource utilization views
and then, select the activities, to which the resources you want to
assign, in the window Resource properties.
- Personnel assignation assistant. If you
have already defined personnel resources in the project in the form
of roles, you can semi-automatically assign the employees to
activities.
Important! A project schedule including activities should
have been set up and the required resources, such as roles, teams
and personnel need already to be defined prior to the time of the
assignation.
Allocate resources to an activity
Once you have set up a resource pool via the menu item Tools / Resource pool and laid out a project plan in
the bar diagram, do as follows:
- Select the view Bar diagram.
- Choose an activity by either selecting it from the Activity
table or leftclicking on it in the bar diagram field.
The activity will be marked and the information is shown in the
lower part of the Properties window.
- Select one of the tabs with the resources, such as Roles,
Teams, Employees, Machines etc., depending on what resource you
want to allocate.
- The left table shows resources from the resource pool.
- Doubleclick on one of these resources.
- You can allocate several resources to one activity at a
time.
In this, you can define the required quantity, utilization and
effort and verify the readiness and availability of personnel
resources.
- Finally, click OK.
Allocate activities to a resource
Once you have set up a resource pool via the menu item Tools / Resource pool and laid out a project plan in
the bar diagram, do as follows:
- Select one of the views of resource utilization, such as
Role utilization, Team utilization or Employee
utilization.
Tip! If roles have already been assigned, you can use the
view Capacity alignment to conveniently assign employees to
activities.
- In the filter Project / Filter, deactivate
the option Offer only used resources for
selection, so as to have all resources from the resource pool
shown in the table.
- Choose a resource by either selecting it from the resources
table or leftclicking on it in the timescale field.
The resource will be marked and the corresponding information shown
in the lower part of the Properties window.
- Select the tab Activities.
- Mark the check boxes of the activities.
- You can define different parameters resource-wise for an
activity.
- In this way, you can assign several activities to one resource
at a time.
- Click on the button OK.
Personnel assignation assistant
Requirements: In order to assign employees to activities,
you first need to assign personnel resources in the form of
roles.
By help of the menu item Project / Assign
employees to activities, you can:
- first, define the employees you want to assign.
- Secondly, mark the activities.
- Analyse and confirm the provided employee assignation.
Possible conflicts or overloads are marked in red. For those,
there will be no automatic assignation / allocation.
See also:
Assign roles to an
activity
Assign teams to an
activity
Assign employees to an
activity
Allocate material to an
activity
Allocate machine types to an
activity
Allocate machinery to an
activity
Assign activities to a
role,
Assign activities to a
team,
Assign activities to an
employee,
Assign activities to a
material,
Assign activities to a machine
type,
Assign activities to a
machinery,
Assign employees to activities.
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