Assigning resources

When you have created your plan, assign resources for each issue. The “resources” we are referring to are human resources. Use this function to decide the assignees for each issue.

Displaying resource allocation status

Before assigning resources, please ensure you can see the allocation status of your resources.

When you click select View ⇒ Resources on the operations toolbar, the allocation status of each resource is displayed in the histogram.

Assigning resources

Follow these steps to allocate resources:

1. Double-click Assignees in the WBS.

2. Select assignees.

3. Double-click Units in the WBS.

4. Enter the proportion of time to be spent per day into the workload.
   

Tip

A bar in red indicates that the assignee’s daily workload is exceeded. You need to adjust the assignees and their workloads so that the display turns green.

More information

Please refer to the user guide for more information on workloads.

Saving

Save what you have edited, just as you did for the completed plan. Click Save on the operations toolbar. 

Finally, you need to confirm the plan you have created.