Resource Allocation

In developing a model, people (or resources) in a number of roles might perform tasks on model structures. As a Project Manager, you can assign resources to tasks on elements (including Packages) in the model, planning and monitoring the work that they do within the timeframe you have allocated for that work to be completed. You can do this using the Project Management and/or Project Gantt View facilities.

Access     Click on element and:
 
Project | Project Gantt View > Element View | right click element | Assign Resource, or
Element | Project Management     (Ctrl+Shift+7)  > Resource Allocation: New

Enter resource allocation details for an element

Field/Option/Button

Action

See also

Resource

Either:

Type in the name of the resource being assigned to work associated with the element, or
Click on the drop-down arrow and click on the name of the resource
 

If you want to assign more than one resource to the task on the element, you follow a slightly different procedure.

 

 

 

 

Assign Multiple Resources

 

Role or Task

Either:

Type in the role name or task performed by the selected resource, or
Click on the drop-down arrow and click on the role performed by the resource

 

 

Start Date

This field defaults to today's date.

If you want to assign a different start date for the task:

1.Click on the down arrow.
2.If necessary, click on the left or right arrow to select the previous or next month.
3.Click on the appropriate day of the month as the start date.

 

The field immediately changes to the selected date.

 

 

End Date

This field defaults to today's date.

If you want to assign a different end date for the task:

1.Click on the down arrow.
2.If necessary, click on the right arrow to select the next month.
3.Click on the appropriate day of the month as the end date.

 

The field immediately changes to the selected date.

 

 

Complete %

If the task is already in progress, type in the current percentage completion.

 

 

Expected Time

Type in the number of whole time units the task is expected to take. (The value must be an integer, so you cannot record part units.)

The unit of time you adopt is by agreement within the project, and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number.

Apply the same units as used for the Allocated Time and Time Expended fields.

 

 

Allocated Time

Type in the number of time units the task can be spread over. (The value must be an integer, so you cannot record part units.)

The unit of time you adopt is by agreement within the project, and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number.

Apply the same units as used for the Expected Time and Time Expended fields.

 

 

Time Expended

(When the task is eventually 100% complete, you will type in the number of time units it actually took. The value must be an integer, so you cannot record part units.)

The unit of time you adopt is by agreement within the project, and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number.

Apply the same units as used for the Expected Time and Allocated Time fields.

 

 

Description

Type (and, if you prefer, format)  a description of the work being done by the resource (this text is also displayed in the Notes window, but it cannot be edited in that window).

 

Notes

History

(As the task progresses, you add text to this tab to record the activities, progress, problems and outcomes of the task. This text is also displayed in the Notes window, but it cannot be edited in that window.)

 

 

Save (Toolbar icon)

(Project Management window toolbar.)

Click on this icon to save the data you have entered and to add the entry to the Resource list in the left column of the window.

 

 

OK

(Assigned Resources dialog.)

Click on this button to save the data you have entered, and close the dialog.

 

 

Cancel

(Assigned Resources dialog.)

Click on this button to discard the data you have entered, and close the dialog.

 

 

Help

(Assigned Resources dialog.)

Click on this button to display the Assign Multiple Resources Help topic.

 

Assign Multiple Resources

Notes

If you allocate resources to Use Cases, the information you enter contributes to the Use Case Estimation calculation for estimating the project size in terms of time, resources and cost
To edit existing Resource Allocation items for this element, click on the required item in the:
List panel to the left of the window, in Item mode
List, in List mode
Project Management folder in the Element Browser window - if this window is not displayed, click on the Browse Element icon in the Project Management window toolbar; resource allocation item icons have an R in the bottom right corner

Learn more