Allocate Resources

Use the Allocate Resources panel to allocate resources to selected activities.

Note:  You can use Lava scripts to run automated tests for many of the most common options when setting up your project.


Tutorial

Resource Allocation and Leveling.


Instructions

On the Resources tab, in the Resources group, click Allocate resources to display the Allocate Resources panel.

Alternatively, you can press Alt+F10 to display the panel.

Resources

Allocating a Resource

Click Add to allocate the selected resource to the activity.

Removing a Resource

Click Remove to remove the selected resource from the activity.

Activities

Activity

Displays the name of the activity.

Allocated Resources

Displays the resources that have been allocated to the activity.

Rate Source

Displays the rate source of the activity.

Rate

Displays the rate of the activity.

Rate Source

Select Activity Manual, Resource Default, or Resource Manual, Partial Series, or Partial Parallel as the rate source.

User defined rate

If you select Resource Manual in the Rate Source list, enter a rate for the activity.

Activity %

If you select Partial Series or Partial Parallel in the Rate Source list, enter the activity percentage.

Apply rate

Click Apply rate to save your changes and apply the updated rate source, user-defined rate, and activity percentage to the activities.