Allocation is one of the most popular resource management strategies where you assign work to people or non-human assets to a project. As straightforward as it may sound, resource allocation can get a few wrong turns and pose several challenges. But with BigPicture, you can easily take care of resource allocation in Jira and deal with the common issues related to this strategy.
(If you are not ready to start the 30-day trial yet, we encourage you to visit the demo page, where you can try all the BigPicture features. The demo app runs inside the browser, so you do not need to install anything or create an account).
How to allocate resources in Jira?
The BigPicture PPM comes with a module that is fully dedicated to resources called the Resources module. It is not only for checking and managing all your resources’ absences, holidays, and workload but also for assigning and re-assigning tasks to your resources.
Let’s start with the allocation process for individual resources.
What is capacity? Capacity is the amount of work one person can deliver on time and within budget. Organizations often do not know how to measure their resources’ capacity. Or, the management tools they use do not provide them with sufficient insights into their resources’ capacities and available skills (roles).
Allocating individuals
Once you have your project and tasks in place, you can begin assigning the work. You can do so in three ways.
Hint: There is a risk you might accidentally change the task period when dropping the task. If you deal with a high volume of tasks, we recommend using the previous method (in-line editing of the Assignee field).
- Add the resource to the Assignee field. With this method, you follow the Jira-style task assignment process by adding the resource directly to the Assignee Jira field inside the task. You can do it when adding a new task or by editing the existing one.
- In-line edit the Assignee field in the task detail dialog. Click on the task in the Resources module to prompt the dialog box. And then assign the resource directly to the task. Unlike the first method, there is no need to go back to Jira to edit the task.
- Drag and drop the task to the resource. In the Resources module, enable the “Tasks” in the view. Then, choose the task you want to assign and drag it to the resource of your choice.
Resource capacity
What is capacity? Capacity is the amount of work one person can deliver on time and within budget. Organizations often do not know how to measure their resources’ capacity. Or, the management tools they use do not provide them with sufficient insights into their resources’ capacities and available skills (roles).
But BigPicture app can provide you with all the necessary insights regarding the capacity of your individual and group resources. You will find the information you need in the Resources module.
