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. |