Optimize resource management by configuring settings for resource allocation, eligibility, and capacity. Streamline project management and ensure efficient resource utilization.
Configuring Resource Management Settings in Keka PSA
Effective resource management requires careful configuration of settings within Keka PSA. By defining resource allocation criteria, weekly offs, bench eligibility, and daily work hours, you can optimize your organization's resource utilization and project management processes.
Accessing and Editing Settings
Go to Project from the left navigation pane. Select the Policies & Settings and then go to the Resource Management.
Here, you'll find a set of options that you can set which will determine how Keka PSA is configured under Allocations, Resources & Availability. Click on Edit Settings to edit these current settings.
Here, you can modify the Job Role and Department, set any restrictions on availability, and choose the preferred allocation method.
Additionally, set the working hours for each resource, assign their designated week-offs, and then click on Update to save your changes.
Managing Resource Eligibility
- Exclude Departments: Prevent entire departments (e.g., HR, Legal) from being allocated to projects.
- Exclude Job Titles: Specify job titles that are ineligible for project allocation.
Configuring Capacity Settings
- Daily Work Hours: Define the standard number of working hours per day for resources.
- Bench Eligibility: Determine when a resource is considered "on the bench" (e.g., no allocated projects or only non-billable projects).
Note: Another important aspect is defining when a resource is on the bench. There are two options available for consideration:
1. No project allocated to a resource - Choosing this option means that any resource without assigned projects will be automatically considered on the bench.
2. Only non-billable projects allocated to a resource - If resources are assigned only non-billable projects, they will be considered on the bench.
Conclusion:
By effectively configuring resource management settings in Keka PSA, you can streamline your project management processes, optimize resource utilization, and ensure successful project outcomes.
To get to know the bulk upload of resource allocation.
Click here: Bulk Upload of Resource Allocation