{"id":10002,"date":"2022-07-12T10:09:59","date_gmt":"2022-07-12T10:09:59","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=10002"},"modified":"2025-08-04T17:59:36","modified_gmt":"2025-08-04T12:29:36","slug":"how-to-allocate-the-open-requests","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-allocate-the-open-requests\/","title":{"rendered":"Team Members Allocation"},"content":{"rendered":"

In this article, we will help you to understand how to allocate team members by Project Manager.<\/p>\n\n\n\n
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Skip Ahead to:<\/strong><\/p>\n

Overview<\/a><\/p>\n

Navigation<\/a><\/p>\n

Steps to Allocate Team Members<\/a><\/p>\n

Allocate Employee<\/a><\/p>\n

Search and Allocate<\/a><\/p>\n

Direct Allocate<\/a><\/p>\n

Score Calculation<\/a><\/a><\/p>\n

Alternate Search<\/a><\/p>\n

External Hiring<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Overview<\/h2>\n

The Team Member Allocation page displays the number of open requests for a project. Both the project manager and resource manager can view the total requests in the Open Requests panel. In each request, the number of required users and the total number of allocated users can be seen against each persona upfront. Each request includes information such as the type of persona, requested hours, duration, % of the time required (whether the user is required for 100% of the time or 50% of the time), skills, etc.<\/p>\n

You can allocate potential users based on their skills and availability or if you are aware of the users that would be the best fit for the project requirements, you can directly search and allocate the request. Also, task dependencies that might affect the completion of particular steps must be identified. Similarly, if it is mentioned allocate by RM<\/strong> or not in the team member\u2019s request, the resource manager can allocate users\u00a0based on the availability, priority, scope of the request, requests from other projects, etc.<\/a><\/p>\n

Navigation<\/h2>\n

In the left navigation panel, expand the Recent Projects menu and select the required Project. <\/a>Hover over the Project breadcrumb at the top, expand the Plan<\/strong> module, and select Team Member Allocation<\/strong>.<\/p>\n

Steps to Allocate the Team Members<\/h2>\n

Prerequisites: <\/strong>Ensure that you have the application preference \u2018Team Member Allocation\u2019 set to Yes (Account Space > Administration> Application Preferences).<\/p>\n

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  1. Select the required request\/<\/span>persona and then allocate team members as shown below:\n