Planning Projects with BrightWork Resource Allocation

May 9, 2019 by

A simple way to avoid project failure is to implement Project Request Management, an objective process for approving suitable projects.

As part of this process, it is essential to know if adequate resources are available for these proposed projects, and how the new projects could impact on existing projects.

The Resource Allocation list functionality in BrightWork allows project managers to plan resources at an earlier stage in the planning process when specific tasks and timelines are not yet confirmed.


See Resource Allocation in Action with our on-demand webinar!


Planning Projects with BrightWork Resource Allocation

1. Project Requests

Resource Allocation fits seamlessly within the BrightWork Project Request Manager (PRM).

The Project Request Manager template automates the process behind requesting, qualifying, and approving a new project.

Of course, in order to approve a project, reviewers should feel confident that resources are available.


2. Resource Allocation

Resource Allocation gives you an overview of what’s available and allows you to block allocate your resources on proposed projects.

Let’s imagine you are planning a project called ‘International Office Move’, which requires a business analyst at various stages.

Simply add this resource and anticipated hours to the project request.

Once the proposed allocations are complete, it’s easy to find and deal with over allocations as highlighted below.

3. Resource Reporting

In addition to planning resources for proposed projects, it’s helpful to understand what resources are assigned to current projects.

It’s likely you’ll need resources that are already allocated to current projects. If these projects run-over or are very time-consuming, your project could be delayed.

Layering the various resource reports paints a fuller picture of the project pipeline and resource availability, helping senior management to make informed decisions about proposed projects.

To view resource allocation for planned and current projects, navigate to the relevant project office and click ‘Resourcing’ in the Quick Launch Menu.

Similar to the screenshot above, over-allocated resources are highlighted in yellow.



As we outlined, one of the main reasons projects fail, are late, over budget or simply don’t deliver is because they should possibly have never have been started in the first place.

Project Request Manager and BrightWork’s improved Resource Allocation informs your decision with accurate data.


Editor’s Note: This post was originally published in October 2018 and has been updated for freshness, accuracy, and comprehensiveness.

Micheál Clesham

Micheál is a content creator for the BrightWork marketing team. He is interested in written and visual storytelling with a view to making project management easier.

Outside of work, Micheál likes to find new stories through podcasts, movies, sport and travel.
Micheál Clesham

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