Work management
Project members and allocations
Manager/Admin: assign employees to a project and plan their capacity.
What this does
Manager/Admin: add or update an employee allocation role, percentage, and project dates.
Before you start
Save the project before adding a resource allocation.
Steps
- In Projects, use the project pencil icon and open Team & Members.
- Under Resource Allocation & Capacity, enter Project role, choose Select employee, set the allocation percentage and start/end dates, then select Add.
- Use the edit control and Save to update an allocation, or the archive control to archive it.
Result
The table shows the employee, period, allocation, capacity, availability, and status: Available, Fully Allocated, Overallocated, Schedule Unavailable, or Archived. Allocation is planned capacity, not recorded or actual time.
Related/Next guide: Project and release dashboards and reports.