Planning Resources#

In Allegra, items are initially planned with their durations and efforts. After that, the assigned resources are iteratively reconciled in the booking view.

In Allegra, each item is assigned a responsible person. This person appears in the tab “Resources” at the bottom of the item detail view and is usually planned with their full capacity, regardless of whether they are already occupied by other items at the same time.

You can assign additional resources to an item and adjust the percentage with which a resource is planned.

Attention

In the item detail view, it is not checked whether a resource still has capacity available or is being overloaded.

You can see the current utilization of all resources in the booking view.

Note

Attention: The estimated remaining work is always used for the work (remaining work)! If the current date is 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 occupancy (i.e., percentage occupancy of resources) is:

Resource occupancy = Remaining work / Remaining duration

Attention

There is no calculation 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 evenly distributed according to their capacity on the item or filled up to their maximum assigned capacity in the order of their original input. Which behavior is used can be set by the system administrator via the parameter workload.proportional=false|true in the extended configuration file GeneralSettings.properties (see Configuration Files).

If you find that a resource is overloaded, you have four options:

  1. You choose a different, less busy resource (a different responsible person)

  2. You add more resources to the item

  3. You reschedule the item

  4. You change the duration of the item

The last two options have an impact on the schedule. This can result in the need to iteratively align schedule planning and resource planning.