Allocating resources to tasks |
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:
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:
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