Add resources to a deliverable

Every deliverable needs at least one person to do the work. In VOGSY every activity that has been added to a deliverable should have an employee assigned to it who is capable of completing the task. You can pick the appropriate employee by filtering based on skill level and/or skill set.

To add a resource, do the following:

  1. Click briefcase Projects. The Projects view displays.

  2. Scroll to the project that holds the deliverable to which you want to add the budget.

  3. Find the deliverable and click account details Allocate budget & resources. The Calculation form displays.

  4. Find the activity to which you want to assign an employee and click its user button.

  5. Click Add a Resource. The window expands to display new options.

    add resource v3
    1. If you want to only choose employees from a department, check the Only department checkbox.

    2. If you want to only choose employees who have the targeted activity listed in the employee’s activities list, check the Only activity checkbox.

  6. (Optional) To limit the search to resources with particular skill levels, select them from the Filter on skill level(s) drop-down list.

  7. Click the Pick a resource drop-down list and select the appropriate employee.The employee will be added to the resource window.

    Only employees with available work hours are displayed in the drop-down.
    configure resource v3
    Description Required?

    number one red circle

    Start date. This will be pre-filled with the activity’s start date.

    N

    number two red circle

    End date. This will be pre-filled with the activity’s end date.

    N

    number three red circle

    Number of hours to allocate. Refer to ( number five red circle ) to find out how many hours are available to allocate to the activity. This data will be updated after you click Save.

    Y

    number four red circle

    Adjust the employee’s work hours. This will be pre-filled with the work hours from the employee’s back office record.

    N

  8. Complete the form and click Save.

When you enter a total number of hours for an activity, VOGSY will automatically spread them over the available hours of these resources. It will skip weekends and personal time off as indicated in My planning. Holidays can be skipped when planning; import a list of holidays via the back office.

If the employee is not on the project team of the project to which they were assigned (by being assigned to the project’s deliverable), VOGSY will add them as a team member.