Wikis > Resource Allocation
One of the key elements of project management is linking the resources to the project. Resources are the team or an individual with a required skill assigned to the project. To perform a specific task, the project manager allocates the recourse to the process, i.e., a series of tasks that must be performed to complete the project. Based on schedules, the resources can be managed by the project manager and allocated to the process
Allocating a Resource to the Project:
- Navigate to the Manufacturing app > Projects tab.
- Once in the Project section, you can track the projects that are already recorded.
- Select the project to allocate the resource associated with it.
- In the related tab, find the Resource Allocation related list and click the “New” button.
- Enter the resource name and enter the start and end dates of the resource availability.
- Select the programme, process, and production cycle associated with the project.
- A resource can be an individual or a team. In the case of an individual resource, select employee; otherwise, select team.
- Enter the hours of resource availability and the description.
- If the resource is an asset, select machine as a resource allocation.
- Select the cost/billing details and estimated time details.
- Click the “Save” button to create a resource allocation record for its associated project.
Field to note:
|Resource Name||Describes the name of the resource allocated to the project for its identification|
|Process||Describes the process related to the project|
|Hours||Describes the defined availability hours of the resource with the project|
|Machine||Describes the machine that is used as the resource in the project|
|Programme||Describes the programme associated with the project|
|Work Center||Describes the work center where the project is executed|
|Employee||Describes the individual resource allocated to the project|
|Type||Describes the category of the resource. Select workforce to select an individual or team as a resource or machine as a resource|
|Start Date||Describes the start date of the resource|
|End Date||Describes the end date of the resource|
|Team||Describes the resource allocated to the project|
|Estimated Time||Describes the estimated working hours of the resource required to complete the project|
|Actual Time||Describes the hours recorded till the completion of the project in the time cards of the allocated resource|
|Estimated Cost||Describes the draft estimated cost of the allocated resources|
|Actual Cost||Describes the cost calculated for all resources allocated to the project|
|Billing Price||Describes the amount billed for the resource utilised in the project|
|Visit||Describes the planned visit for the maintenance of the project|