What is Resource Allocation?

Resource allocations are a planning tool that schedules team members to projects in advance. It’s a great tool that can be used by managers and teams to plan for projects ahead of time. Resource allocations show the number of hours you expect to allocate to tasks and are not the same as the actual time spent by users completing tasks. 

If you don't have any existing resource allocations for this project, you may want to check out this guide to create one instead. 

Editing and Deleting Resource Allocations Using the Resource Manager

As plans change, you may like to edit or cancel pre-planned resource allocations in admation.

Resource allocations are made via a project, and are therefore found under the Projects list. Click the project you're after, then click the Project Resources button at the top right of the project.

Deleting Resource Allocations for a Project

Click on By Type to view an existing allocation. Resource allocations are shown as coloured bars on this screen, with any tasks indicated below it. To edit, delete or add a task to the Resource Allocation, click on one of the coloured bars above any existing tasks. 

Then click Edit Allocation to make your changes.

From the resulting screen, you can make edits to your resource allocations or you can delete the Resource Allocation altogether. To delete a resource allocation, click Delete Resource Allocation.

 You can also edit or delete a task from the Project Resources screen too.