Did you know you can save time and update your Resource Management data right in the grid?
Today Don Dickson, Project and Portfolio Management Consultant at Rego Consulting, shows us two ways to allocate resources in Clarity PPM. Read his instructions and view the video below.
Clarity PPM | Allocate Resources
To get to the Resource Planning screen in Clarity PPM, select Home > Resource Management > Resource Planning. Now select the "Allocations" tab. This displays all the resources you have assigned to current projects.
In Don's environment, Captain America is far too busy. He's on several projects, and we need to level-load his assignments.
There are two options for balancing Captain America's workload. You can allocate Captain America's hours in properties, or if you want to save some time, you can allocate his hours in the grid.
Allocate Via Properties
We can go into "Properties" for Captain America on this particular project by selecting the document icon to the left of his name. Scroll down to the "Planned Allocation" section and put in a date range, or segment. For that date range, change the allocation percentage from 100% to 50%, or another appropriate allocation. Select "Save and Return," refresh your screen, and you can see the allocation is updated within the grid.
Allocate Via Grid
Rather than taking this longer route to level-loading assignments, you can easily do the same thing right in the grid. Simply click on the allocation cell for a date range, and update the number of hours. Don't forget to hit "Save" and verify your change. If you go back into the "Properties" on the project, you'll see that Clarity PPM has "magically" created the segments for you.
Training Video:
How to Update Resource Management Data in the Grid
Have an idea for a Clarity PPM Quick Tip? Tell us about it in the comments.
If you want to learn more from Clarity PPM Quick Tips, check out our demo on How to Find the Database Table and Attribute for a Field on an Object.
Let Rego Be Your Guide
Rego offers free health assessments, webinars, and half-day training classes for Clarity PPM on Roadmaps in the Modern UX, Power BI, Portfolio Management, and Jaspersoft.
For a full list of Clarity Services, visit regoconsulting.com.
