Membership Actions (Project's Dashboard)

Project's Dashboard contains two sets of action features:

Project Actions
Project Membership Actions

Project Membership Actions

Main Membership Actions on top of project name (blue area in the screenshot below):

- Add members to a project
- Edit forecast prices
Resourcing log

2) Person & Role specific allocation actions are shown as you hover over a role (orange area in the screenshot below):

- Shift allocations
- Move to a project member / resource
- Divide with project member / resource
- Duplicate project member
Allocation notes
- Create a resourcing request from tentative/confirmed allocations
(if Resourcing Requests or Soft Booking are enabled)
- Confirm tentatives (if
soft booking is enabled)

3) Membership Removal Actions by clicking the trashcan icon (red area in the screenshot below):

- Archive and remove future allocations
- Remove future allocations
- Remove the current role including history allocations

4) Person & Role details from the pen icon

Hovering over a resource / role displays the ellipsis icon

Hovering over a resource / role displays the trashcan-icon, as well

Main Membership Actions

Add Members to a Project 

allows you to swiftly add people and roles for the project. The dropdown lists allow you to select multiple people or multiple roles at the same time. 

You can select multiple roles to be added, simultaneously

If you accidentally click the wrong role or people, you can either click the selected entity again to delete the selection or just click Close and start again.

Edit Forecast Prices 

allows you to forecast the prices in the future. The values added here are calculated with allocations and are added straight to the Project Numbers table.

Resourcing Log

contains log entries for the project. 

Person & Role Specific Actions

Hovering over any unassigned role or a person's role grants you a couple of handy tools.

Shift Allocations 

Shift allocations is a suitable tool if the resourcing plan is fully planned but the starting date is moved from the predicted starting date. It shifts all allocations starting from the date inserted by the given number of weeks.

Example: the Future Project 2019 is set to start on week 30 of 2019. We have already identified a need for an Analytics Project Manager that should start working from week 30. Two weeks after the start we will need a Lead Test Engineer to start working on the project as well.

Current resourcing situation which we want to shift forward by one whole week

The circumstances change and the project's start date is moved by one week and the project is moved to start on week 31 instead of week 30. The resourcing and role requirements remain the same, so we should shift the allocations. This can be done by checking both of the roles in the left side of the view, hovering over the ellipsis icon and clicking Shift allocations:

You can select the desired entities by using the checkboxes found in the left side of listing

In this scenario the start date can be anything before week 30, or even a blank date as we wish to move the whole resourcing plan forward. Plan was changed by one week so we should insert the value of 1 to the Allocations will be shifted area.

Adding details about shifting

After clicking Shift the plans are moved one week forward; Analytics Project Manager now starts at week 31:

Outcome of the shifting process

Move to a Project Member / Resource 

allows you to quickly re-allocate hours from one role to another in the project. This is useful in a situation where the originally planned person is changed to something else. It can also be used when someone no longer works for your company but the need for a specific role is identified for the project.

Move to a Project Member 

allows you to move allocated hours for a person / role which is already added to the project.

Move to a Resource 

allows you to move allocated hours for a brand new person / role which is not yet added to the project.

Divide with Project Member

works in a similar manner as the Move to a project member / resource but the allocations moved to the new person / role can be adjusted in percentages or hours.

Example: below we have an overbooked project member called support user. We would like to address this situation by allocating some of the overload to another person called Help & Manual User as she isn't resourced at all currently. However, we only want to move half of the allocations made for support user, not all of them.

Ellipsis icon is found by hovering over the desired entity

In the opening dialog we choose  the value of 50 (%) so only half of the allocations are moved. The target is selected in the Select projectrole area.
Date can be left blank as we want to divide all the allocations and not just allocations starting from a specific date

By clicking Divide we can see the outcome:
Outcome of division using the values inserted in the above screenshot

Divide with Resource

allows you to divide allocations with people that are not yet added to the project.
We have already confirmed the first row by clicking the handshake icon

- Handshake icon allows you to execute the changes edited in that particular row. This confirms the change and locks the row.
- Person icon allows you to add another resource to this modal, further dividing the resourcing to people.
- Trashcan icon deletes a row.

Duplicate Project Member 

allows you to duplicate allocations made for a person / role. This is a useful tool for situations where you have identified the need for multiple instances of the same role for your project. An example for this could be customer service for a software, where you want to make sure enough agents are responding to your customers questions - so, multiple agents are needed and should also be resourced for the project.

Allocation Notes

Allocation notes allow you to write a note regarding a certain date / role. Every roles' allocation notes can be seen by clicking on the desired roles' Allocation notes button.

Create a Resourcing Request from Tentative/Confirmed Allocations

This action will only be visible if you have Soft Booking or Resourcing Requests enabled.

These allow you to create a resourcing request based on the resourcing plan created:
An example request created from the tentative allocations

Confirm Tentatives

Confirm tentatives transforms all the selected role's tentative allocations into confirmed allocations. 

Membership Deletion Actions

Archive and Remove Future Allocations 

Archives the role from the project and removes all the future allocations from current day onward. A useful tool for situations where a person/role is replaced by another and you wish to save the resourcing information from the past.

Remove Future Allocations 

Only removes the allocations for the chosen person/role; the person/role itself will remain for the project. 

Remove the Current Role Including History Allocations 

Removes the person/role from the project and allocations from both future and past for the chosen person/role. 
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