Resource Management in BrightWork currently has two major components.
A BrightWork Reporter report type used throughout BrightWork to report on work which has dates and hours of effort included. Go to the Resource Usage Reporting topic to learn more.
Tip! Before using Resource Allocation we recommend configuring the site.
The steps to use the Resource Allocation list are:
1. Project Requests: log project requests in Project Request Manager.
2. Resource Allocation: allocate the different people you need for the requested project.
3. Resource Reporting: view the results of the allocations in a resource report.
Log Project Requests in Project Request Manager as normal. These are then referenced when creating Resource Allocations.
Tip! You can calculate the Allocation Work (days). Click the Tasks Ribbon tab and click Calculate Schedule.
For example, here are Resource Allocations for two people. The first person, Anne Wallace, is to be assigned for the projects entire duration full-time. The second person, is only allocated for half their time, and for part of the proposed project.
Note: The Resource Allocation list is based on the Tasks list. So all features associated with Task lists, like the calculate schedule, are available.
Once Resource Allocations have been added they can be reported on using BrightWork Reporter.
For example, the Resource Allocations in the image above would appear in a resource report like this.
Resource Allocation data can be reported on in the same report as live project data. One way to do this is:
For example, here Anne Wallace is overallocated for October because she is allocated to an existing project.
Note: Project Requests are represented using the Project column.