Discover Scheduling terminologies to help you organize your resources
Terminologies & Settings
“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, also knowns as milestones in Forecast.
There are now two types of allocations; Task Allocation and Project Allocations
You can select to work on Task or Project Allocations by:
- Clicking on a specific project or When creating a new project
- Selecting the project settings
- Scrolling down to ‘Allocations’ and deselecting: ‘Use Project Allocations’
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.
What about those types of 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 instead of Task 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. However, the taskbar associated with this project will not affect the allocation bar in any way. So, you need to manage the allocations manually if you wish to see any changes in the heatmap.
Accordingly, when time is tracked on a task, the project completion bar will reflect that progress.
From our experience, working in project allocations is very beneficial when running agile.
Interested in more? See Take me to the step-by-step guide.