› Manage activities › Allocate work › Allocate work based on resource

Allocate work based on resource

As a supervisor you can select a working group to view all the members and loaned resources and allocate work based on resource availability.

Selecting an available or loaned resource shows all the activities that match the following criteria:

  • Activities waiting for manual allocation.

  • Activities with the same category as that of the selected group.

  • Activities with a skill level that matches the skill level of the selected resource.

  • All the activities that have the selected resource or any group with which the selected resource is associated as a usable resource.

    Usable resources are those resources who can take the activity if they have the correct skill and security settings. You assign a usable resource at design time, however, they may not be able to take the activity at runtime, if they do not have the required skill and security settings.

    If you select a loaned resource, only activities associated with the group to which the loaned resource belongs appear.

Use this information to allocate an activity to a resource according to skill and efficiency.

  1. On the To Do menu, click Manual Work Allocation.
  2. Click the Resource tab.
  3. In the Effective Date box, select a date when the resource will become the owner of the activity.
  4. On the Associated Groups list, select a group.

    A list of all your subordinate resources available for the selected group and the resources loaned to the selected group (irrespective of the group to which they belong) appears.

    This list only displays resources added under Resources > Skills > Resource Process Skill Level.

  5. Select a resource to view all of the activities that you can assign to another resource.

    The activities only appear if the Allocate property for the activity is set to Yes in TotalAgility. See Tungsten TotalAgility Designer Help.

  6. Select an activity to assign to the resource.

    The updated summary of resource availability from the current date to the effective date appears. The summary displays the following details:

    • Net Time Available: The time that the resource is available to work during the selected time frame.

    • Activities Carried Forward: The number of activities that are currently assigned to the resource.

    • Time For Activities Carried Forward: The time required to complete the work carried forward.

    • Manual Allocation Time Available: The time the resource is available to take more work.

  7. Select either option:

    • Allocate & Leave: The task is allocated to the resource; however, the resource remains available to further allocate to other activities.

    • Allocate & Remove: The task is allocated to the resource and the resource is removed from the list.

    The activity appears on the work queue of the selected resource.

  8. Click Reset Resource to clear the allocation.