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 item. For a task-based item, the generic resource needs to be allocated before a task can be assigned.

Any user with appropriate permissions can create generic resource allocations. A generic resource is a placeholder for a person or a set of people. Generic resources are always named the same as the resource role, and are helpful in establishing what resources an item may need without specifying which particular resources are allocated.

Creating a generic allocation allows a manager to assign the pseudo-resource to an item as a placeholder until a resource is allocated to the item. Generic resources can be allocated to a task-based item or activity-based item. For task-based items, the resource needs to be allocated to the item before it can be assigned to a task.

To add a generic resource allocation

  1. Open the Resources 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 item to which the generic allocation will be made. In the Select Investments dialog box, choose the item 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.