Please note : This help page is for an older version of Enteprise Archtiect. The latest help can be found here.

Resource Allocation

In developing a model, people (or resources) in a number of roles might perform tasks on model structures. As a Project Manager, you can assign resources to tasks on elements (including Packages) in the model, planning and monitoring the work that they do within the timeframe you have allocated for that work to be completed. You can do this using the Project Management and/or Project Gantt View facilities.

Access Click on element and:

  • Project | Gantt View > Element View | Right-click element | Assign Resource, or
  • Element | Project Management > Resource Allocation: New

Enter resource allocation details for an element

Field/Option/Button

Action

See also

Resource

Either:

  • Type in the name of the resource being assigned to work associated with the element, or
  • Click on the drop-down arrow and click on the name of the resource

If you want to assign more than one resource to the task on the element, you follow a slightly different procedure.

Assign Multiple Resources

Role or Task

Either:

  • Type in the role name or task performed by the selected resource, or
  • Click on the drop-down arrow and click on the role performed by the resource

Start Date

This field defaults to today's date.

If you want to assign a different start date for the task:

  1. Click on the drop-down arrow.
  2. If necessary, click on the Left or Right Arrow to select the previous or next month.
  3. Click on the appropriate day of the month as the start date.

The field immediately changes to the selected date.

End Date

This field defaults to today's date.

If you want to assign a different end date for the task:

  1. Click on the drop-down arrow.
  2. If necessary, click on the Right Arrow to select the next month.
  3. Click on the appropriate day of the month as the end date.

The field immediately changes to the selected date.

Complete %

If the task is already in progress, type in the current percentage completion.

Expected Time

Type in the number of whole time units the task is expected to take. (The value must be an integer, so you cannot record part units.)

The unit of time you adopt is by agreement within the project, and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number.

Apply the same units as used for the 'Allocated Time' and 'Time Expended' fields.

Allocated Time

Type in the number of time units the task can be spread over. (The value must be an integer, so you cannot record part units.)

The unit of time you adopt is by agreement within the project, and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number.

Apply the same units as used for the 'Expected Time' and 'Time Expended' fields.

Time Expended

(When the task is eventually 100% complete, you will type in the number of time units it actually took. The value must be an integer, so you cannot record part units.)

The unit of time you adopt is by agreement within the project, and depends on the granularity of the work being recorded. Most tasks are completed in a number of hours or a number of days; use the smallest practical unit that you can record as a whole number.

Apply the same units as used for the 'Expected Time' and 'Allocated Time' fields.

Description

Type (and, if you prefer, format)  a description of the work being done by the resource (this text is also displayed in the Notes window, but it cannot be edited in that window).

Notes

History

(As the task progresses, you add text to this tab to record the activities, progress, problems and outcomes of the task. This text is also displayed in the Notes window, but it cannot be edited in that window.)

(Toolbar icon)

(Project Management window toolbar.)

Click on this icon to save the data you have entered and to add the entry to the Resource list in the left column of the window.

OK

('Assigned Resources' dialog.)

Click on this button to save the data you have entered, and close the dialog.

Cancel

('Assigned Resources' dialog.)

Click on this button to discard the data you have entered, and close the dialog.

Help

('Assigned Resources' dialog.)

Click on this button to display the Assign Multiple Resources Help topic.

Assign Multiple Resources

Notes

  • If you allocate resources to Use Cases, the information you enter contributes to the Use Case Estimation calculation for estimating the project size in terms of time, resources and cost
  • To edit existing Resource Allocation items for this element, click on the required item in the:
  • List panel to the left of the window, in Item mode
  • List, in List mode
  • Project Management folder in the Element Browser window - if this window is not displayed, click on the Browse Element icon in the Project Management window toolbar; resource allocation item icons have an R in the bottom right corner
  • To delete existing Resource Allocation items for an element, click on the item and click on  in the window toolbar

Learn more