Discover Scheduling terminologies to help you organize your resources
Looking to learn about the heatmap calculations? See this article.
“Tasks” are the activities/responsibilities that must be accomplished within a specific period of time by those assigned to them. Tasks must be completed in order to complete set goals, i.e. phases, also knowns as milestones in Forecast.
There are two types of allocations; Task Allocation and Project Allocation.
Please be advised: Task Allocation and Project Allocation are mutually exclusive. You may have one of this company wide setting active at any time. In addition, when you swap between the two all projects in your Forecast account will swap.
You can set a company-wide setting of Task or Project Allocation from your admin panel
Consider projects where you do not know what tasks in advance you will be working on, but you do want to book a team member for let's say 100 hours over the next 3 weeks. In this case, you will want to work in Project Allocation.
With project allocation, you book people’s time for projects which then affects their heatmap. You can either book them on a percentage basis or on a total amount of hours. When working with Project Allocation you can add on tasks to a project, and assign your people to that project.
From our experience, working in project allocations is very beneficial when running agile.
An allocation is essentially made up of the tasks you assigned to your team. When you add tasks, the allocation bar will be prompted; this identifies that your team has an allocated slot to work on. All this will then be represented in the heatmap.
Now you can focus on creating and assigning specific tasks to each one of your team members, and as you do, Forecast then automatically creates an allocation bar.
Interested in more? See Take me to the step-by-step guide.