Plan Resources

In Allegra, the items are first planned with their durations and expenditures. Afterwards, the assigned resources will appear in the Occupancy View.

Each item is assigned a responsible person in Allegra. This person appears in the “Resources” tab at the bottom of the Item Detail View, and is normally scheduled with their full capacity, regardless of whether it is already occupied by other items at the same time.

You can assign more resources to an item and adjust the percentage at which a resource is dispatched.

Attention

In the Item Detail View, the system does not check if a resource has free capacity or if it is overloaded.

You can see the current utilization of all resources in the Occupancy View.

Note

The estimated remaining work is always used for the work. If today’s date is between the start date and the end date, the remaining duration, i.e. from today until the end date, is used. 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, if the resources are changed.

If you have assigned more than one resource, they are either distributed evenly according to their capacity or in the order in which they were originally entered up to their maximum allocated capacity.

Which behavior is used can be determined by the system administrator using the parameter workload.proportional=false|true in the extended configuration file GeneralSettings.properties (see Configuration Files).

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

  1. You choose another resource that is less busy (another agent).

  2. You add further resources to the item.

  3. You postpone the item.

  4. You change the duration of the item.

The last two options have an effect on the schedule. This means that scheduling and resource planning have to be brought into line iteratively.