Planning resources#
wsman sysman sysadmin
In Allegra, the items are first planned with their durations and efforts. After that, the allocated resources are reconciled iteratively in the allocation view.
In Allegra, a responsible person is assigned to each item. This responsible appears on the “Resources” tab at the bottom of the item detail view and is normally scheduled at full capacity, regardless of whether they are already allocated to other items at the same time.
You can assign additional resources to an item and adjust the percentage at which a resource is scheduled.
Attention
In the item detail view, there is no check as to whether a resource still has free capacity or is being overloaded.
You can see the current workloads of all resources in the allocation view.
Attention
For work, the estimated remaining work is always used (remaining work)! If today’s date lies between the start date and end date, the remaining duration, i.e. from today to the end date, is used (remaining duration). Otherwise, the entered duration is used.
The relationship between work, duration, and resource allocation (i.e. percentage allocation of resources) is:
Resource allocation = remaining work / remaining duration
Attention
No calculation is performed in the reverse direction, i.e. work and duration are not adjusted when the resources are changed!
If you have assigned more than one resource, these are either distributed evenly across the
item according to their
capacity, or they are filled up in the order of their original entry up to their
maximum assigned
capacity. The system administrator can set which behavior is used via the
workload.proportional=false|true parameter in the advanced configuration file
GeneralSettings.properties
(see Configuration files).
If you find that a resource is overloaded, you have four options:
You choose another, less utilized resource (a different responsible)
You add additional resources to the item
You reschedule the item
You change the duration of the item
The last two options affect the schedule. This may make it necessary to iteratively reconcile schedule planning and resource planning.