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Allocating resources to tasks

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See how to add a resource allocation to a project task:

 

1.In the structure, select the task you wish to allocate a resource to. Use the CTRL and SHIFT keys on the keyboard to select more than one task at a time in the structure and allocate the same resource to several tasks.

 

2.Click on the Insert option from the Allocation palette.

 

3.Fill out the following fields on the data screen that will be displayed:

 

 

Resource: This field will be filled by the system with the due responsible for the task selected in the structure of the project, but it is possible to edit it. In that case, use the following buttons next to the field to select the desired resource:

Click on this button and, on the screen that will be displayed, locate and select the resource you wish to allocate to the task in question.

Click on this button to allocate a resource to the task, taking into consideration the amount of available time it has in a determined period. For that, on the screen that will be displayed, use the search filters to define the amount of necessary available time and, after that, locate and select the desired resource.

Click on this button and, in the calendar that will be displayed, view the availability of the resources. Locate and select the resource you wish to associate with the task in question.

Click on this button and select the option that corresponds to the resource you wish to allocate to the task: asset or generic. Refer to SE Time Control for a detailed description on how to perform this operation.

 

Allocation: Select one of the following options:

▪Hours: Enter the number of total hours the user will remain allocated to the task. These hours will be distributed according to the task duration and considering the hours per day configured in the calendar (SE Administration). For example: if the task duration is 3 days and 24h is entered, the system will allocate the resource 8h per day (if the hours per day configured in the calendar applied to the resource is 8h per day).

▪%: Enter the time percentage the user will remain allocated to the task. For example: when entering 50%, the system will allocate the resource 4h per day to the task (if the hours per day configured in the calendar (SE Administration) applied to the resource is 8h per day). Following the same example, if entering 100%, the resource will be allocated 8h per day to the task.

▪All day: This option will only be displayed if the previously selected resource is an asset. In that case, the resource will be allocated by the hours equal to a day while the task lasts. For example: If the hours per day configured in the calendar applied to the resource is 8h per day and the task duration is 3 days, the system will allocate the asset 8h per day.

 

4.After filling in the necessary fields, save the record.

 

5.As needed, use the other buttons on the toolbar of the resource allocation screen:

Click on this button to view the schedule of the resource being allocated. Refer to SE Time Control for a detailed description of the screen that will be displayed.

Click on this button to view the usage chart of the resource being allocated. Refer to SE Time Control for a detailed description of the screen that will be displayed.

 

▪Allocate as many resources as necessary to perform the task selected in the project structure. For that, repeat the procedure described before.

▪When allocating an asset type resource, the system will create a reservation for the resource in question is SE Asset. When the task to which the asset is allocated to is executed, the system will create a check-out for usage record in SE Asset.