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 Gantt View and/or Construct facilities.

If you want to assign more than one resource to the role or task on the element, work through the procedure in the Assign Multiple Resources Help topic.

Access

First, select an element, then:

Ribbon

Construct > Resource Management > Resources : right-click | Add New

Construct > Resource Management > Gantt > Element View > Right-click on element | Assign Resource

Keyboard Shortcuts

Select a Resource item on a diagram or on the 'Details' tab of the Inspector window, then press Shift+Enter

Enter resource allocation details for an element

Field	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
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 to be 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: Click on the drop-down arrow. If necessary, click on the Left or Right Arrow to select the previous or next month. 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: Click on the drop-down arrow. If necessary, click on the Right Arrow to select the next month. Click on the appropriate day of the month as the end date. The field immediately changes to the selected date.
Milestone	This checkbox and drop-down list allow linking the end date to the date of a Milestone element that is no more than seven days old. (Milestone elements form part of the structures developed using the MDG Technology for CMMN, the Case Management Model & Notation, which you can access through the Analysis Perspective.)	Case Management Model and Notation (CMMN)
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.	Notes Toolbar
History	(As the task progresses, you add text to this tab to record the activities, progress, problems and outcomes of the task.)
Apply	Click on this button to apply the changes to the currently-displayed element on a diagram, without closing the dialog.
New	Click on this button to clear the fields on the dialog so that you can define a new resource allocation.
Previous	Click on this button to display the previous resource record in the sequence.
Next	Click on this button to display the next resource record in the sequence.
OK	Click on this icon to save the data you have entered and to add the entry to the 'Resource' list in the Project Gantt View, 'Details' tab of the Inspector window and Resource Allocation window, and then close the dialog.
Close	Click on this button to discard the data you have entered, and close the dialog.
Help	Click on the icon to display this Help topic.

Notes

In the Corporate, Unified and Ultimate Editions of Enterprise Architect, if User Security is enabled, you must have 'Manage Project Settings' permission to perform Resource Allocation
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, display the allocation in the 'Assigned Resources' dialog by either:
     - Clicking on the 'Construct > Resource Management > Resources' ribbon option, right-clicking on the required item in the Resource
        Allocation window and selecting the 'Modify Selected' option
     - Double-clicking on the item in the Resources list in the 'Details' tab of the Inspector window   or
     - Clicking on the item in the Element View of the Project Gantt Chart
To delete existing Resource Allocation items for an element, click on the item in the Resource Allocation window and click on in the window toolbar

Please note : This help page is not for the latest version of Enterprise Architect. The latest help can be found here.

Resource Allocation

Access

Enter resource allocation details for an element

Notes

Learn more