Edition: Enterprise
User-level: Enabled in the security matrix
This article shows how to allocate and edit resources on both the project schedule and resourcing screens on the planning board.
Resourcing on the project schedule
To add or edit resources on the project schedule:
Open the project in the left-hand panel, and click the stage you want to resource, to open up the stage details panel
The stage details screen allows you to edit the fee, start and end dates, the revenue forecast distribution method, and any stage dependencies
Use the menu to switch details the stage details and the stage resourcing view
The stage resourcing view shows you the current team assigned to the stage (and their distribution), and allows you to add a particular staff member, or a role to the stage
You can use the '+' symbol to add the staff member or role at 100% utilisation from todays date until the end of the stage, or you 'add and customise' to customise the amount of resourcing for that staff member
When customising the resource, you can use the slider or individually edit the % utilised, hours per week, or total hours, and then select 'Resource to stage' to finalise your allocation
You can do this same action from the project planning board, where you can see all projects for your practice in tandem!
Resourcing on the resourcing board
To add resourcing via the resource planning board, open the page, hover on a staff member, click the ellipses '...' button, and select 'resource to stage'
When the customise resource panel open, you can select the project and stage you want to resource this staff member to
When customising the resource, you can use the slider or individually edit the % utilised, hours per week, or total hours, and then select 'Resource to stage' to finalise your allocation