Welcome > To Do > Allocate work > Allocate work based on activity

Allocate work based on activity

When you select an activity, TotalAgility Workspace lists all the resources that match the skill level required to perform the selected activity. From the list, choose the best resource to work on the selected activity.

  1. On the To Do menu, click Manual Work Allocation.
  2. Click the Activity tab.
  3. Filter the activities based on the following criteria:

    • Work Type

    • Start Date

    • Due Date (end date)

    • Process (If you use skins, template maps and skins also appear in the Process list).

    • Version

    • Activity

    Note The activities are only listed if the Allocate property for the activity is set to Yes in TotalAgility.
  4. Select the activities to allocate.

    Resources matching the criteria including the loaned resources (resources that are assigned to you from other teams for a specified period) are listed.

    Note The resources are only available if they are added under Resources > Skills > Resource Process Skill Level.
  5. Select the resource.

    The summary of updated work assignment appears in the following:

    • Effort Required to Complete Activities Allocated to the Resource

    • Total Availability for the Selected Resource

    • Total Activities Currently Assigned to the Resource

  6. Select either option:

    • Allocate & Leave: The task is allocated to the resource; however, the resource remains available to allocate to other activities.

    • Allocate & Remove: The task is allocated to the resource and the resource is removed from the list.

    The activity appears on the work queue of the selected resource.

  7. Click Reset Resource to clear allocation.