When using the standard project creation flow, at the end, you will have to add resources to your project and allocate efforts for each of them.
The following guide will explain the different elements visible on the page and the actions you can do. To learn more about the standard project creation flow, you can read our guide The standard project creation flow.
Understanding the information displayed during the last step
1. The dropdown menu allows you to choose from 5 different planning methods:
- Hours per day: the efforts allocated correspond to a number of hours per day for the duration of the project.
- Percent per day: the number corresponds to a share of time allocated per day
- Distribute by availability: the efforts will be spread over the span of the project based on resource availability (this option takes resource workload into account).
- Distribute linearly: efforts are spread linearly over the span of the project (for example, 10 hours over two weeks correspond to one hour per business day).
- Hours per week: the efforts allocated correspond to a number of hours per week for the duration of the project.
2. This list presents the resources that currently assigned to the project. You can indicate the efforts required as well as their hourly rates. If no value is indicated in the “Billable rate” field, the default value defined in the Human resources page will be used. To see how you can define a default billable rate, please look at the guide Edit a user's account information.
3. Several filters are available to you to find resources more easily:
- Filter employees by skill and skill level
- Use the quick search bar to find employees by first or last name
- Filter employees by team
- Filter employees based on their availability to only assign employees who are available
Important: Using skills and skills levels requires that you set skills and skill levels beforehand in the Configuration page. Your resources will need to indicate their skills and skill levels in their profiles. Please read our guide Managing skills and expertise levels.
4. List of employees available to work on your project. This list is dynamically updated based on the selected filters (skills, team, availability, etc.).
5. This section takes into account your available budget, projected expenses, costs and revenues so you can get a better idea of your project’s expected profitability before the project begins. The profit indicated is updated in real time to reflect changes you can make to the efforts required for the project and the hourly rates you want to apply.