Resource allocation is the process of matching staff with tasks, based on:
It is particularly important in professional services organizations, where staff have varying skills and incoming tasks demand a good match with the skills required. Resource allocation identifies staff with suitable skills and shows their availability to undertake the work required.
As resource numbers grow, resource management software support is needed for effective allocation of resources to tasks. The core capability should include:
There is great flexibility in how to search for resources, specifying the attributes of the resources from pick lists or free text, and stating ‘Must be’ or ‘Prefer’ conditions. For example, you could search for ‘Must have’ Analyst (skill) and ‘Prefer’ Project Manager (Role).
Alternatively, you can use a search engine which allows pattern matching, mandatory and optional matches, exclusions and everything you need to find the best matched resource from your keywords.
The search criteria are saved in the database for each assignment, so that if a replacement resource is required the original search criteria can be re-applied.
Innate's resource management software provides effective support for each organization's particular resource allocation process.
Each person’s spreadsheet view can monitor the status of resource requests using, for example, Assignment status and comment columns as shown below.
As requests are passed from project to resource managers, and individuals proposed, Innate tracks each allocation through the process steps. This is particularly useful for large organizations where multiple resource managers may be involved, or where provisional bookings are made, prior to ratification.
In practice a degree of planned overload is generally acceptable in resource allocation, particularly where the workload is measured in days or weeks. Innate provides loading indicators that signal if there is a resource conflict affecting any assignment.
The indicators are easy to configure and typically set to show the following conditions:
|Overload – on some days work exceeds 100% of availability|
|No overload – on no days does work exceed 90% of availability|
|Warning – loading on some days is between 90% & 100% availability|
Service organizations need to be responsive and flexible to meet the changing demands on their staff. Resource allocation is a key component of the process. Innate resource management software manages the resource allocation process.