Adding a generic resource allocation

A generic resource allocation is when you use a placeholder to allocate a resource instead of allocating an actual resource. When a generic resource has the same name as a resource role, it can help simplify the process of identifying the actual resource who needs to be assigned. A generic resource can be allocated to a task- or activity-based investment. For a task-based investment, the generic resource needs to be allocated before a task can be assigned.

To add a generic resource allocation

  1. Open the Resources Resources Module module.
  2. Select the Allocations tab.
  3. Select a resource team in the resources tree, right-click and select New Generic Allocation.
  4. In the Resource Allocation dialog box, select a resource role from the Resource Role drop-down.
  5. From the Investment drop-down, select the investment to which the generic allocation will be made. In the Select Investments dialog box, choose the investment and click Save Save.
  6. From the Status drop-down, indicate whether the generic allocation is Proposed or Committed.
  7. Click Plus to define how much and when a generic resource will be allocated. For each generic resource allocation, define the percentage of full time (% FTE), the start and finish dates for the allocation, and any comments specific to the allocation. (Click Delete Delete to remove a generic resource allocation definition.)
  8. Click Rates to define the rates associated with the role.
  9. Click Save Save.