Resource Event
Capacity Event
Multi Record
The Resource Event is used to allocate required Employees, resources and date ranges to a Project or Contract.
The Resource Event assigns and allocates Employees Needed resources to a Project or Contract. This Event also works with the Import Event to automatically import values from a spreadsheet or CSV file. It is a key Event required to drive capacity calculations.
Can be used for ...
Use the Resource Event to forecast how many Employee resources, of different types, will be required to complete a contract or project over a given duration.
Common Connections
The Resource Event can be combined with the Contract, Project, Utilization and Capacity Events to model resource needs.
Example Files
(coming soon)
Event States
The Resource Event is designed to allocate or distribute a fixed number of person-days over a set date range. We support the ability to control how you allocate those days (fixed/amortized) and whether the days are evenly distributed across the date range or have a custom distribution (front loaded, bell curve, back loaded, etc)
Fixed Duration
- The range for the Resource need is set with a fixed start and end date
Amortized Duration
- The range for the Resource need starts with a fixed start date and the end date is calculated based on the number of months the task/project is amortized over
Set Amount
- The Resource need (in hours) is a fixed amount evenly distributed over the task duration
Distributed Amount
- The Resource need (in hours) can be manually weighted and redistributed over time using a profile curve.
Edit Details Pane
Event Fields
Field Name | Description |
Select Account | Pick the Employee Account that you want to assign the need resources to. |
Fixed Duration Section | In this State, resource needs require a set start and end date. |
Inherit Start Date | Toggle - if turned on, you can select an upstream Contract or Income Event and inherit the start date from that Event. Any changes to that upstream Event’s Start Date will also update this Event. |
Inherit End Date | Toggle - if turned on, you can select an upstream Contract or Income Event and inherit the end date from that Event. Any changes to that upstream Event’s End Date will also update this Event. |
Start Date | The date that this Event will start calculating and assigning resource needs. |
End Date | The date that this Event will stop calculating and assigning resource needs. |
Amortized Duration Section | In this State, resource needs require a set start and the end date is calculated based on a duration setting (currently only supports MONTHLY) . |
Inherit Start Date | Toggle - if turned on, you can select an upstream Contract or Income Event and inherit the start date from that Event. Any changes to that upstream Event’s Start Date will also update this Event. |
Resource Duration Frequency | The unit used to amortize the resources needed. Currently only supports MONTHLY. |
Start Date | The date that this Event will start calculating and assigning resource needs. |
Resource Duration | The number of months over which you want to amortize the resource need. |
Set Amount Section | In this State, resource needs are evenly distributed over the Event date range |
Resource Amount | The total number of hours of the given resource required. |
Distributed Amount Section | In this State, you can assign a custom distribution profile to the resources over the Event’s date range |
Resource Amount | The total number of hours of the given resource required. |
Create Distribution Button | This opens the Custom Distribution Editor |
The Distribution Editor
The Distribution Editor allows you manually add “keyframes” to a distribution graph. The Distribution Graph controls how the overall resource requirements are allocated, month by month, over the duration of the task.
This is still a beta feature.
Changing the duration of a task may create issues where the graph does not accurately “re-map” to the revised date range.
