{"id":10656,"date":"2022-08-10T12:32:33","date_gmt":"2022-08-10T12:32:33","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&p=10656"},"modified":"2025-10-08T15:53:37","modified_gmt":"2025-10-08T10:23:37","slug":"team-member-allocation-overview","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/team-member-allocation-overview\/","title":{"rendered":"Team Member Allocation Overview"},"content":{"rendered":"

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

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

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

UI Representation<\/a><\/p>\n

Open Requests Panel<\/a><\/p>\n

Allocation Board<\/a><\/a><\/p>\n

Toolbar<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Overview<\/h2>\n

The Team Member Allocation page offers a real-time snapshot of all open team member requests across your organization’s projects. This central hub allows both Project Managers and Resource Managers to view the total number of requests and allocations at a glance. Each request details the needed team member information such as Persona, Number of Users Requested, Duration, Percentage of time needed, and Required Skills.<\/p>\n

This allows the Project Managers to allocate team members based on key factors like availability, location, and skills. The option for direct allocation allows Project Managers with a clear best fit in mind to assign a team member to a request without needing to search further.<\/p>\n

<\/a>When the “Allocation by RM” toggle is enabled for a request, only the Resource Manager can allocate users. Their allocation decisions consider factors like Team Member availability, request priority, project scope, and competing requests.<\/p>\n

Navigation<\/h2>\n

Project Level:<\/strong><\/p>\n

    \n
  1. In the left navigation panel, locate and expand the All Projects<\/strong> menu.<\/li>\n
  2. Select the desired project<\/strong> from the list.<\/li>\n
  3. Hover over the Project<\/strong> breadcrumb at the top of the page.<\/li>\n
  4. A dropdown menu will appear. Expand the Plan<\/strong> module and select Team Member Allocation<\/strong>.<\/li>\n<\/ol>\n

    Administration Level:<\/strong><\/p>\n

      \n
    1. In the left navigation panel, locate and expand the Apps<\/strong> menu.<\/li>\n
    2. Within the expanded menu, click on the Account Space.<\/strong><\/li>\n
    3. Hover over the People Management<\/strong>\u00a0breadcrumb at the top of the page.<\/a><\/li>\n
    4. A dropdown menu will appear. Select Team Member Allocation<\/strong>.<\/li>\n<\/ol>\n

      UI Representation<\/h2>\n

      The layout of the Team Member Allocation views is as follows:<\/p>\n

      Team Members Allocation page at a project level\u00a0<\/strong><\/span><\/p>\n

        \n
      1. Open Requests Panel<\/a><\/li>\n
      2. Allocation Board<\/a><\/li>\n
      3. Toolbar<\/a><\/li>\n<\/ol>\n

        To learn more about the Team Member Allocation at a project-level page, click here<\/a>.<\/p>\n

        \"\"<\/a><\/p>\n

        \u00a0Team Members Allocation page at an administration level<\/strong><\/p>\n

          \n
        1. Open Requests Panel<\/a><\/li>\n
        2. Allocation Board<\/a><\/li>\n
        3. Toolbar<\/a><\/li>\n<\/ol>\n

          To learn more about the Team Member Allocation page at an administration level, click here<\/a>.<\/p>\n

          \"\"<\/a><\/p>\n

          <\/a>Open Requests Panel<\/h3>\n

          The Project Manager submits a team member request to a resource manager or himself. The team member requests are displayed in the Open Request panel on the Team Member Allocation page. Each request includes information such as the type of persona, requested number, duration, % of the time required (whether the user is required for 100% of the time or 50% of the time), skills, etc. The Requested\u00a0 hours are calculated as,
          \n<\/span><\/p>\n

          Requested hours= Number of people requested\u00a0 x\u00a0 Working hours\u00a0 x\u00a0 Number of working days in the duration x %Time Required<\/strong><\/p>\n

          The following allocation options are available in the Open Request panel:<\/p>\n