IT Service Management (ITSM)
FIELD SERVICE MANAGEMENT (FSM)
Customer Service Management (CSM)
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In Project management, resource allocation is the process of allocating and planning the available resources (people, money, equipment, and materials) to various tasks and activities within a project. To efficiently accomplish the project's aims and objectives, it entails carefully planning and allocating resources so as to maximize their utilization.
Navigate to Project Management > Resource Allocations in the left navigator.
Click on 
button on the top ribbon of the view. A form will appear, fill the required details and save the form.
| Field | Description |
|---|---|
| Resource Name | Specify the name of the user to whom the resource is allocate. |
| Project Name | Indicates the Project for which the Resource Allocation record exists. |
| Phase | Indicates the Phase for which the Resource Allocation record exists. |
| Planned Start | Specify the start date of the Resource Allocation |
| Planned End | Specify the end date of the Resource Allocation |
| Role | Specify the Role of the resource. |
| Allocated Hours(Per Week) | Define the number of hours per week for the Resources that allocated to users. |
| Billable | Whether the Resource is billable or not. |
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