Working with Resource allocations
Basically, there are two approaches when working with Resource allocations in Resource Planner:
• plan all work at once, by creating resource allocations, scheduling allocation periods for the relevant resources and by 'dragging & dropping' the work onto the resource allocations;
• plan work in stages, by initially creating resource allocations and scheduling resource allocation periods, but only 'drag & drop' the work whenever it is needed per specific period.
The process of preparing, planning and assigning is as follows:
The following topics will explain the various planboard features available for Resource allocations.