Enable the Resource Allocations feature in the Resource Management section of the Company tab in Enable Features. After enabling this feature, you’ll also need to set up employees for resource allocation. On employee records, navigate to the Human Resources tab and make sure the Project Resource box is checked. This will identify an employee as being eligible for selection on Resource Allocation records.
Once this feature is enabled and all relevant employee records have been updated, you’ll be able to create Resource Allocation records. And on these records, you can assign employees to specific projects for certain lengths of time.
The Resource Allocation Record
Resource allocation revolves around the Resource Allocation record. What do you need to know about this record?
Creating the Resource Allocation Record
First, let’s look at how you would create a new Resource Allocation record. There are a couple different ways you could do that. To start with, you could create it by navigating to Activities > Scheduling > Resource Allocations > New. Alternatively, you could create a new Resource Allocation record directly from a Project record. While on a Project record, navigate to the Resources tab. Under the Resource Allocations subtab, you’ll notice the button New Resource Allocation.
On a new Resource Allocation record, there are several key fields you would need to be aware of. First, under the Resource dropdown field you would select the employee resource that this allocation applies to. Then, you’ll need to choose the appropriate project from the Customer:Project field. You can set start and end dates and allocate either a definite number of hours or a percentage of time. You can also identify the allocation type as being hard or soft. A hard allocation is less flexible than a soft allocation, which would allow the employee to work on this project outside of the designated times as needed.
