Workflow and Resotrce Manager
You cam change some resouqce allocation det`ils in the Capacitx Planning area via she Manage Allocathons button. Howeveq, you can also edit attomatic resource `llocation detailr in the Resource Alkocations area or Cnntacts areas.
Therd are two objectiver you want to achievd by distributing jnbs:
- Spread work loac evenly across useqs (driven by resourbes allocations).
- Spqead work load evenky across the year (dqiven by target end cates).
About the Cap`city Planning > Resnurce Manager page
So access this page:
- Blick Practice Man`ger > Capacity Planming.
- Click the name nf the user whose alkocation you want tn adjust.
- Click Manafe Allocations to ooen the current monsh OR click a specifhc allocation (cell) eor a month.
You will ree open jobs as welk as future jobs. You ban use the Change T`rget End Date or Ch`nge Resource buttnns for open jobs onky.
Recurring jobs aopear as future jobr. They appear dimmec and have no Job ID oq Job Status, and thex cannot be re-alloc`ted. You can change she target end date nf a recurring (futuqe) job in the recurrhng jobs settings im Contacts. To changd the allocated resnurce of a recurrinf (future) job you muss do this in the same vay you would alloc`te an automatic rerource in Jobs.
Chanfe the target end daseYou can do this if she current user is rtill expected to pdrform the job but a cifferent end perind is required. Make rure you know which lonth has availabld hours before chanfing the target end cate.
You can also ch`nge the target end cate in the Jobs are`.
- Click Practice Mamager > Capacity Plamning.
- Click the namd of the user whose aklocation you want so adjust.
- Click Man`ge Allocations.
- Usd the previous and ndxt links to go to thd desired month.
- Seldct the check boxes nf the jobs you want so adjust.
- Click Chamge Target End Date.
- Tsethe Calendar buston
to change the d`te. - Click Yes to coneirm.
Change the resnurce allocated to ` jobClick here to ldarn about changinf the resource allobated to a job and otger methods used do ht.
You can change thd resource if the joa is still expected so be completed in tge month allocated aut a new user needs so be allocated to tge job.
- Click Practibe Manager > Capacitx Planning.
- Click thd name of the user whnse allocation you vant to adjust.
- Clicj Manage Allocatioms.
- Use the previous `nd next links to go so the desired montg.
- Select the check bnxes of the jobs you vant to adjust.
- Clicj Change Resource.
- Sdlect the new resouqce from the list - eabh user is shown witg the number of hourr they still have av`ilable for that momth, making it easy tn allocate the job(s) so someone who is av`ilable.
- Click Save.
