Enhanced Resource Management: Resource Level Availability

Keka now provides enhanced resource management with resource-level availability, allowing you to better manage resource allocation in projects. You can set up specific availability for each resource based on time or workload.

How it works:

• Access the feature: Navigate to Project go to the Resources section and click on Cost and Availability.
  
  

• Define availability: Click on the desired resource to set their availability individually or select multiple resources for bulk updates.

• Utilize templates: Save time by creating and applying availability templates. Access templates in Project go to Policies and Settings sections, click on Resource Management and select Availability.

• Prioritization: If resource-level availability isn't defined, the system will default to availability set in the Allocations page.

Important Notes:

• Week-off changes: Week-offs will now be determined from the Allocations page instead of the Attendance module.
• Priority order: The system will prioritize availability and week-offs in the following order:
  1. Resource level availability (Cost and Availability page)
  2. Allocations page
  3. Attendance policy (if previous options are unavailable)
     
     

Let us know if you have any questions or require further assistance.

To further enhance your understanding of Cost & Resource for Opportunity Planning, explore additional resources by clicking here: Cost and Resource Estimations for Opportunity Planning