Optimize resource allocation with granular control. Assign resources with precision and ensure efficient project management.
Precision in Resource Allocation with Keka PSA
Keka PSA empowers you with greater flexibility in allocating team members to projects, ensuring optimal resource utilization.
Customizing Allocation Percentages
Previously limited to fixed percentages, you can now allocate resources at any percentage between 0% and 100%. This allows for precise allocation based on project requirements and resource availability.
You can set these allocations in two ways: either by selecting the desired percentage from a dropdown menu or by entering it manually. This means that if you need a team member to be allocated at 66% or even 25%, you can easily do so. This increased flexibility is particularly beneficial for managing team members who possess specialized skills or hold senior positions.
Allocating Resources in Keka PSA
From the Project Page-
Begin by selecting the 'Project' option (1) in the left navigation pane, and then navigate to the 'Projects' tab (2). Make sure you are on the 'Project List' (3) tab to view all the projects available in your portal.
On this page, you will find a comprehensive list of projects available in your portal. To add resources to a specific project, simply locate and click on the project you wish to manage, which will take you to its detailed view.
On the Team tab, make sure to select the Active Allocation tab, then click on the +Add Resource button to include a new team member for the project.
On the Add Resource page, you have the flexibility to add team members to your projects. Begin by searching for the employee you wish to include as a resource and select their name from the list. To set the allocation for this employee, simply click on the Set Allocation button.
Next, specify the start and end dates for the allocation. In the allocation percentage section, you will find the enhanced options available for allocation. Once you have made your selections, click Done to finalize the allocation.
Conclusion:
Keka PSA's enhanced resource allocation features provide you with the flexibility to optimize resource utilization and ensure successful project execution.
To explore further details on managing resource allocation settings in Keka PSA, please click here: Managing resource allocation settings for Keka PSA