Allocate resources

  1. Open an item, e.g. by double-click on a project bar on a timeline.
  2. Switch to the ‘Phases’ tab. Portfoleon has added one default phase which covers all your project.
  3. If you foresee different workload for people in different roles during the project, then create several phases (e.g. inception, elaboration, construction, transition). You may put phase duration in percentage, working days, weeks, etc.
  4. Assign people and define their workload in FTE by simply filling in a spreadsheet on the ‘Resources’ tab.

Read more about managing of resources.

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