Creating Resource Allocations for a Project Using the Resource Manager

The resource allocation tool schedules team members to projects in advance. It’s a great planning tool that can be used by managers and teams to plan for projects ahead of time.

Ensuring Estimated Start and Finish Dates are Added

To allocate a user to a project, the project must have Start and Finish Dates added. To add these dates, locate your project under the Projects menu. Then click the Pencil icon to edit your project. Add Start/Finish dates to your project as required, then click Save. 

Once the date changes have been applied, click Project Resources on the top right hand corner of your project view.

Allocating Resources to Projects using the By Task View

Create your required tasks for the project, then switch to the By Task view. Then click the Cog Icon next to a given Task Type. Click New Resource Allocation from the resulting drop-down.

You’ll then see a list of all your pre-existing task types (copywriting, designing, etc). Resource Allocations are all grouped by task type, so you will need to select one from the dropdown. If you haven’t set these up yet, here’s a quick guide on how to create and allocate task types to your team members.

Admation then asks you to allocate time and resources to each task type. Select the:

• Start and end dates
• The number of resources you'd like working on the project
• Hours allocated to each resource

Click Save once you are happy with your inputs. You may then like to edit your resource allocations.