Managing resources is as important as managing the various tasks that make up your project. In this document we discuss how Gantto let’s you address this key area.
Resource management: Gantt Chart view vs. Resource Manager view
Gantto allows for some basic resource management from its Gantt chart view. More specifically, you can add resources to your project and then assign or remove them from any task, milestone or group. While these capabilities are enough for some projects, they’re generally not enough to perform more advanced operations that involve resources, such as visualizing a resource’s workload over time, or editing the information associated with a resource (first and last name, email address, cost per hour vs. fixed cost). This is where Gantto’s Resource Manager view comes in. In what follows we will first discuss how to manage resources from the Gantt Chart view, and then focus on the Resource Manager view.
Assigning resources to a task from the Gantt Chart view
There are 3 ways to edit the resources associated with any task in your project: 1) through the resource field in the spreadsheet view: go to View -> Spread to open Gantto’s spreadsheet view. spreadsheetView Managing Resources The resource column is the 6th from the left. ganttoSpreadsheetFields 600x72 Managing Resources 2) through the task and resource UI, which appears to the left of every task when you click on their name. The task and resource UI comprises two text boxes that will allow you to edit both the task’s name and the list of resources assigned to it. taskNameResourceUI Managing Resources 3) through the edit menu that is associated with every task: hover over the task you would like to edit and click on the pencil button on the right of the task when it appears. resourceEditMenu Managing Resources The resource interface is the same across all three of these modes, and comprises a text box and a drop down menu. resourceInterfaceGanttChart Managing Resources You can type a list of resources nicknames that you’d like to assign to a task directly in the text box. Different nicknames need to be separated by a comma or a semi colon. If you add a new nickname, i.e. one not currently being used in the project, Gantto will create a resource with such nickname and add it to the resource pool in order for it to be assignable to other tasks. Deleting a nickname from a task’s resource list eliminates such assignment but does not eliminate the resource from the resource pool. You can assign resources to a task using the drop down menu, which shows a list of available resources for the project, whether they’re assigned to this task (checkbox) and what their allocation percentage is. You can assign or unassign resources using the checkboxes next to them. assignResourceCheckbox Managing Resources You can also change the percentage allocation of a given resource to a given task by using the interface to the right of each of the resources’ nicknames. That allows you to for instance assign 50% of a resource to task A and 50% of the same resource to task B. Note: Gantto does not automatically prevent you from assigning a resource for more than 100% of its time. The Resource Manager view, however, will allow you to visualize such conflicts and easily fix them, as we will show you in the next section of this document.
Managing resources through the Resource Manager view
You can enter the Resource Manager view by using View -> Resources in the top ribbon. resourceManagerViewButton Managing Resources All available resources (full name + nickname) are displayed in a list on the left of the view (see element 2 in the picture below). You can display only a subset of the available resources some by using the Filter interface (see element 1 in the picture below). You can add a new resource by pressing the + button in the “Add new” cell (see element 3 in the picture below). All resources that are currently not assigned to any task will be shown in the Unassigned row (see element 4 in the picture below). All tasks that are assigned to a given resource will be shown on a timeline in the row relative to such resource. For instance, you can see that fed is currently assigned to task 3 and task 4 (see element 5 in the picture below). resourceManagerViewGlance2 Managing Resources In what follows we will describe all of these features in more detail.
How to add a resource
You can add a resource by clicking on the + button in the “Add new” cell of the resource list. All new resources default to a generic name (New Resource) and nickname (new). When a resource is added its edit menu opens by default allowing you to modify the resource’s properties. addNewResource Managing Resources
How to edit an existent resource
For each resource you can edit its full name, nickname, email, cost/hour, cost / use and color (see edit menu above). You can access such menu for any existing resource by clicking on the pencil button next to resource name / nickname. editMenuForResource Managing Resources
How to delete a resource
You can delete any resource by clicking on the X button to the right of its name / nickname. All assignments associated with such resource are also removed. If a task is no longer assigned to any resource it will automatically move to the unassigned row. deleteResource Managing Resources
How to assign resources to tasks
You can move a task from resource A to resource B (assuming resource B is not already working on such task) by simply drag and dropping the task between resources. dragDropResource11 Managing Resources Note: if a task cannot be assigned to a resource, a red X icon will appear on top of the task being dragged. For instance, in the picture below you can see that task 2 cannot be moved from resource joe to resource chris , since chris is already working on task 2. dragAndDropNotAllowed Managing Resources You can also copy a task from resource A to resource B by drag and dropping the task between such resources and holding down the CTRL (Windows) of CMD (Mac) key. A blue + icon will appear next to the task being dragged when moving it on top of a suitable target resource, while a red icon such as the one described above will appear if the target resource is not a suitable. dragAndDropToCopy Managing Resources Dragging a task to the unassigned row is equivalent to unassigning such task from the resource it was assigned to. You can also use the X button next to any task to unassign it from a resource. When a task is not assigned to any resource it automatically is moved to the Unassigned row.
How to edit tasks in the Resource Manager view
You can move a task in time, or resize it, by using the mouse as you would in the standard Gantt chart view. You can edit any of the properties of a task hovering over it and then clicking on the pencil button to the right of such task.
Coloring resources
Resources default to a standard Gantto team (blue for tasks and groups, orange for milestone). You can, however, change the color of a given resource using the resource edit menu. This colors all tasks, groups, and milestones that are currently assigned to such resource to the selected color theme. A color swatch will also appear next to the resource name. In the picture below, for instance, you can see how fed uses the default Gantto team, while chris uses a red theme and ed uses a light green theme. colorResources 600x159 Managing Resources

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