Enhancement in Resource Allocation Algorithm in Keka PSA

Overview

In this guide, you will learn:
· How to allocate resources by project using advanced filters
· Where and how this feature works
· Who can access it and why it matters

Who Can Do This?

• Project Managers, Global Admins, or custom roles with access to resource requests in Keka PSA.

Pre-requisites

1. Access to the Resources tab in the PSA module
2. Subscription to the Advance Plan of PSA
3. Skill proficiency data maintained via Keka’s Performance Module

Step-by-Step Instructions

Allocate Resource by Project

1. Navigate to the Projects section in the left navigation bar.
2. Click on the Resources tab.
3. Select the Resource Request tab.
4. Click on the By Project/Opportunity option.
5. Locate the desired project and click the Actions button.
6. Select Allocate Resources.
   
   
7. The resource allocation screen will open, prompting you to enter relevant resource matching criteria.

Use the New Allocation Criteria

1. Navigate to the Request tab inside your selected project.
2. Click on the Add Role/Resource button.
   
   
3. Fill in the new allocation fields:
   • Skills
   • Business Unit
   • Department
   • Experience
4. Click done.
   
   

How It Connects with Other Modules

FAQs

• Q: Where will I see the enhanced algorithm in action?
  A: While requesting a resource or using Smart Allocation during project planning.
• Q: Can I change the importance of different criteria?
  A: Yes, project managers can adjust the weightage of each field based on their project’s priorities.
• Q: What if I don’t have skill proficiency data?
  A: You can still use the basic fields (skills, department), but proficiency-based suggestions may not apply.
• Q: Does this work for soft and hard allocations?
  A: Yes, the algorithm applies to both soft (tentative) and hard (committed) allocations.

Troubleshooting

• Not seeing the advanced fields?
  o Check if you are on the Advance Plan.
  o Ensure your role has permissions to add resource requests.
• No suitable resources shown?
  o Try relaxing one or more filter criteria (e.g., experience level or proficiency).