- Add employees to a project and allocate the hours they work on it.
- See if you’re over or under the project budget.
- Gauge whether or not you’ll hit a project deadline.
- You expect to land an important contract with a big project. In the allocation editor, you move your best senior engineers to this project. Then, spread out your junior engineers among smaller projects.
- March is your busy season. When using the allocation editor, you realize you need more programmers to handle the workload. So you begin looking for freelance programmers to help cover the month of March.
- Henry has been over capacity for the past two months. You reduce his allocated hours for the next several months and give Jan more hours, since she’s under capacity.
- Resource allocation editor. See if you’ve over-allocated hours to your employees. In the image below, we did just that, as indicated by the red “Allocated:116” in the right corner.
- Resource allocation data. Notice which employees are logging the most hours to a project and whether the project is on budget.Based on this information, you may speak with the employee that’s logging tons of hours to the project and find out why. Or you have a conversation with your client asking for more hours to complete a project.
- Run resource allocation reports. Drill down further into project details. Resource allocation reports allow you to see how the many parts of your business fit together. You can get the answers to questions like these: Is time being spent on the right projects; and how much time did we actually spend on the project?
Amy Haddad is a writer at BigTime Software. She writes articles about the company’s software for product users. She also contributes blog posts on product features, company news, and workplace productivity.