Resources

In Pike resource allocations are made on a project level. Go to your selected project, go to the Resources tab, to create and view allocations.

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Adding members

Once you have created your project, one of the first steps is to assign the right team members to it, in order to start planning and allocating work. Members can be added in the creation flow or in the Resources tab in the project. When adding a member, you can fill out the following information:

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Filter by position and/or skills

Filter individually or stacked to find the right members for your project.

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Role

Select wether the member is a project lead or member. There can only be one project lead.

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Member rates

When a member has been selected, this field will be automatically filled if the member has a defined position, as per their profile. If you wish to change the project rate, or the member does not have a pre-defined position rate, you can give a custom rate. This custom rate will be inherited on tasks.

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Role description

When a member has been selected, this field will be automatically filled if the member has a defined position, as per their profile. E.g: Peter’s position in Acme Inc workspace is a “Senior Consultant”, therefor his default role description in a project will be the same. You can always overrule this description. The project defined description will be inherited on tasks by default. Learn more about task member rate and role description sources in this section on task creation..

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Viewing and creating allocations

In the resource tab, the timeline view gives you a real-time heatmap of all your project members. It’s important to note, that the heatmap takes into consideration allocations across the entire workspace for each member, to ensure you have the most accurate overview of available resources, under or overbookings. In the top right corner, you can select which zoom level to view the timeline in:

• Day (most accurate)
• Week
• Month
• Quarter
• Year

Each column represents a timeframe where the member as been allocated a task for a certain percentage of his/hers capacity. When expanding a member in the left column, to view assigned tasks, the associated time allocation on the timeline will be shown. This bar is drag and droppable for easy adjusting and iteration as your project moves forward. The tasks under a member when expanded, can be clicked on to bring about the right side task pannel to make changes and view task activity directly from the resources tab.