Within a project, you'll have the ability to assign and manage the project resources.
To begin, open a project and navigate to the Resources tab.
Here you'll have three tabs: Resource Plan, Resource Allocation and Resource Summary.
Resource Plan will allow you to indicate whether the project resources are Internal, Vendor or Mixed.
Resource Allocation will allow you to assign and manage the people who are involved in the project.
Resource Summary will give you a break down of how many resources have been allocated to the project and the time spent.
Managing Resource Allocation
To allocate resources to your project, navigate to Resource Allocation.
Here you'll see there are four different types of project participants: Owners, Learning Users, Business Users, and External Users:
Owners are able to see and edit all aspects of the Project. Owners must be Learning Team users.
Learning Users are able to see all areas of the Project, and can add new tasks, but are unable to edit the project details, nor the resourcing or budget information.
Business Users and External Users are able to see all areas of the Project, but are unable to edit the project details, nor the resourcing or budget information. They can complete tasks that are assigned to them but are unable to add news tasks.
You can assign a resource to a project by assigning them to a task, or, by clicking Add Participant.
Select the user from the Project Participant dropdown, and optionally select a Project Role. Click Save.
Once you select the User, you'll be able to see their total number of available hours throughout the duration of the project and can begin to gauge how many hours you want them to allocate to tasks within the project.
A user's overall allocation will be determined using the Estimated Hours from any assigned tasks on that project.
After you have assigned and allocated resources, you'll be able to see a full resourcing plan for the project on a week-by-week basis including who is working on it, any tasks they have been assigned and the number of hours allocated to them, and if anyone may be over allocated which will be indicated in red.
