Mastering Resource Management with Keka PSA's Configuration Settings

Overview

In this guide, you will learn:

• How to configure resource management settings in Keka PSA.

• How to define allocation criteria, working hours, week-offs, and eligibility rules.

• How to manage bench status and restrict timesheet submissions to allocated hours.

Accessing and Editing Settings

1. Navigate to Project from the left navigation pane.

2. Select Policies & Settings, then click Resource Management.

3. You’ll find a set of options that determine how Keka PSA manages Allocations, Resources, and Availability.

4. Click Edit Settings to make changes.
   
   

In this section, you can:

• Modify the Job Role and Department.

• Set restrictions on availability.

• Choose the preferred allocation method.
  
  

Additionally:

• Define the working hours for each resource.

• Assign designated week-offs.

• Click Update to save your changes.
  
  

Managing Resource Eligibility

You can control which departments and job titles are eligible for allocation:

• Exclude Departments: Prevent specific 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

Define capacity and workload parameters for your resources:

• Daily Work Hours: Set the standard number of working hours per day for all resources.

• Bench Eligibility: Determine when a resource is considered “on the bench” (i.e., not allocated to billable projects).

1. No project allocated to a resource – Any resource without assigned projects will automatically be considered on the bench.

2. Only non-billable projects allocated to a resource – If a resource is assigned only to non-billable projects, they will also be considered on the bench.

3. Only non-billable allocations are assigned to a resource – If a resource is assigned only to non-billable allocations, they will also be considered on the bench.
   
   

By effectively configuring resource management settings in Keka PSA, you can streamline project planning, enhance resource utilization, and ensure successful project delivery.

To get to know the bulk upload of resource allocation.

Click here: Bulk Upload of Resource Allocation