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Workflows

In this article

In this section

Allocation Request Workflow

Contact

©2024 Sciforma

Sciforma

User

Critical Path Methodology

Ideas Management

Program Driven Management

Project Portfolio Management

Projects Interdependencies

Reporting & Information Sharing

Risks Management

Strategy Management

Supervision Program Management

Timesheets & Calendars

Critical Chain Project Management

Resource Acquisition

Vantage

User

Resource Allocations
Resource Fulfillment

Inside this topic

Resource Allocations

Guided Tour
Projects Center workspace
Project Card
Project Allocations sub-tab (PM)
Project Allocations full screen view
Project Allocations Snapshots full screen view
Project Allocations Dashboards full screen view
Resource Allocations workspace (RM)
Resource Allocations full screen view
How to
As a Project Manager

How to build Requests from Existing Assignments
How to build Requests from scratch
How to modify Requests
How to delete Requests
How to review Requests
How to submit the Request to the Resource Manager
How to capture Requests and Allocations
How to compare the captured Requests with the current Requests
How to accept the RM's Allocations
How to reject the RM's Allocations
How to review Allocations
How to compare the captured Allocations with the current Allocations
How to review the Allocations Request History
How to create Assignments from the Allocated Effort
How to proceed to the Resource Usage Gap Analysis

As a Resource Manager

How to review Requests
How to fulfill Requests
How to reject the PM's Request
How to send the Answered Requests to the Project Manager
How to compare the Allocated Effort with the Requested Effort
How to compare the Assigned Effort with the Allocated Effort
How to review Resources Allocations
How to create Hard Resources Allocations
How to create Soft Resources Allocations
How to review Resources Remaining Capacity
How to update Allocations from Project Assignments
Library
Dialog Boxes

Create Allocation Request dialog box
Build Allocation Requests dialog box
Edit Allocation Request dialog box
Assign from Allocation dialog box
Cost Impacts popup
Allocation Details dialog box
Edit Allocation dialog box
Update Allocations from Assignments dialog box
Fulfill Soft Allocation dialog box
Fulfill Allocation Request dialog box
Resource Brief dialog box
Project Brief dialog box
Task Details dialog box
Labor Assignment dialog box
Notes dialog box
Project Administration dialog box
Team Member Details dialog box
Workflow Information dialog box

Fields

Actual Effort
Allocated Effort
Availability
Available Effort
Calendar
Closed
Contractor
Contract Type
Cost
Cost Center
Default Rate
Default Resource Assignment Cost Source
End Date
Gap
Job Classification
Remaining Capacity
Remaining Delay
Requested Effort
Scheduled Finish
Scheduled Start
Should Level
Skills
Start Date
Total Effort
Usable Effort

Workflows

Allocation Request Workflow

Data Selector
Time Navigation Toolbar