Resource Management on Keka PSA - Overview

Managing the resources that are available to be deployed on projects is a big part of managing projects effectively across the whole organization. Assigning the right projects to the right resources and at the right time can make a world of difference when it comes to ensuring that the projects are being delivered on time and with the required quality. 

The resource management suite with its tools gives organizations the power to manage resources across the organization to drive greater efficiency in project management. Here are some of the top features available to you for resource management on Keka PSA. 

Manage resource availability using the resource planner

The resource planner feature on Keka PSA shows you the availability of the resources across the various departments and locations in your organization. You can see the various resources which can be filtered according to the department, availability %, project, and more parameters. You can also see the current allocation of resources along with project details. You can allocate resources to projects as well directly from the resource planner. 

Track and manage resource utilization

One of the ways to ensure that the projects are running efficiently is by keeping track of resource utilization across the projects and making regular changes to optimize utilization. You can view the utilization statistics for any resource in any project and also see how the utilization is varying across months.

There are also specific reports available in the analytics section of Keka PSA that tracks utilization of resources by project, by timeline and more. 

Manage resource requests

Project managers can raise resource requests on Keka PSA according to their specific needs. These resource requests can be tracked and managed in the resource requests section of Keka PSA. Resource managers can view the requests, allocate resources to these projects or reject the request using the resource requests feature on Keka PSA. 

Manage roles

You can also add and manage the various project and billing roles in the resource management section of Keka PSA. These roles can then be used in the various projects and for billing your clients. 

There are more features available to you in resource management including deciding which resources are eligible for allocation on projects and setting up parameters that define when an employee is considered to be on the bench. 

Let us take a look at how you can manage resources on Keka PSA in the subsequent articles.