COMMUNITY: Managing Resource Allocations & Forecasting

Modified on Tue, 22 Nov 2022 at 01:08 PM

In this article we discuss adding resources to the project and setting their allocations.

To set allocations and forecast your resources you first have to build a community around your project by adding members to the project. Adding people as members to your project allows them READ access to your project and its detail.

A person has to be a member of a project before they can be allocated/forecast on the project - not all members have to be forecast.

You can view all the members on a project by navigating to the Community section of the project workspace and clicking on Team Members. 



Members cannot be edited or removed from a project if:

  1. they have been forecasted on a project; or 
  2. they have captured timesheets against the project. 

They can be identified by the Calendar icon next to their name.

Adding Members

To add a new member to your project click on ADD NEW TEAM MEMBER. 


In the Add Resource dialog box, select the role the new member will be performing on the project and search for the person you want to add.


You can also search for a resource by using the "Filter Resources" options:

  • Search by use of a rate card
  • Search by location of the resource
  • Search by a profile role of a resource

Setting Member Allocations

Once you have added members to the project you can then edit their allocation by clicking on EDIT ALLOCATION.


The Manage Allocations Plans dialogue box allows you to enter resources as a decimal percentage of 1 full resource. 

Rate cards are applied to forecasted resources which becomes the forecast resource cost to a project.

Manage Allocation

Add Resource Button : Add resources to the project directly from the Manage Allocation Plans dialog box - as you would when adding members.

Group Button: Group the listed resources by role or engagement type.

Resource filter: From here you can filter your view of resources. If you find a resource is missing from your input table select All Resourcesfrom the filter drop down.

You can remove resources from your project by clicking on the little x next to their entry.

But Note: 

  • Resources that are included under the project settings (i.e. Primary PM, Executive, Business Owner) cannot be removed from a project
  • Resources that have a saved forecast or have captured time-sheets against a project cannot be removed from a project

Scroll backwards and forwards through the months or fiscal years by clicking on the arrows either side of the date ranges.


Fluid won't let you save a forecast to your project for any resources that are over allocated. 

When you hit save, Fluid will list any overallocation details - the resources affected and the other projects they are allocated to - giving you an opportunity to amend your forecast or negotiate on resource needs.

Over Allocation


Project Resource Allocation

Resources can be allocated to more than one project, they can be allocated to sub-projects which are linked to a parent project. On the project workspace of a parent project, sub-projects can be displayed to view where and how much time a resource is allocated to.

To view which sub-projects a resource is allocated to, click on Show Resources option to see the allocation breakdown per resource.

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