0% Resource Allocation for Enhanced Flexibility in Keka PSA

Overview

In this guide, you will learn:

• What is 0% resource allocation and when to use it
• How to set up 0% allocation for resources in Keka PSA
• Benefits of using 0% allocation for project planning
  

Who Can Do This?

• Project Managers
• Global Admins
• Other roles with access to Team Allocation in Keka PSA.

Pre-requisites

1. A project must be created in Keka PSA
2. User must have allocation permissions

Step-by-Step Instructions

Navigate to the Project

1. Go to the Projects section from the left-hand navigation panel.
2. Then go to Projects tab from top menu.
3. From the list select the specific project to which you'd like to add a resource.
   
   

Access the Team Tab

1. On the selected project’s page, click on the Team tab.
2. Under the Active Allocation section, click on Add Resource.
   
   

Set 0% Allocation

1. In the Add Resource window, search for and select the Resource Name.
2. Click on Set Allocation.
3. Choose the Start Date and End Date for the allocation.
4. In the Allocation field, enter 0%.
5. Click Done to save the resource allocation.
   
   

How It Connects with Other Modules

FAQs

• Q: Can I assign 0% allocation to multiple team members?
  A: Yes, you can assign 0% allocation to any number of resources as long as their availability allows.
• Q: Will resources with 0% allocation appear in timesheet submissions?
  A: Only if actual hours are logged against tasks. Allocation percentage does not restrict time logging.
• Q: Can I update 0% allocation to a specific percentage later?
  A: Yes, you can edit the allocation anytime and update it to a different percentage.
• Q: Do 0% allocations reflect in project utilization reports?
  A: No, since no hours are committed, 0% allocations are excluded from utilization metrics.

Troubleshooting

• Can’t set 0% allocation?
  o Make sure you're editing from the Team tab under Active Allocation.
  o Ensure you’re using the Set Allocation option and not default settings.
• Resource not showing in list?
  o Confirm the resource is active and not already allocated during the selected time period.

To discover more about managing resource allocation settings in Keka PSA, click here.