Getting started with Kelloo
CHAPTER 2
Resources
Resources are the people you assign work to. Getting your resources set up and organized is a simple but important step in Kelloo. Learn about the different types of resources you can create and how you can tag them with information to make reporting and filtering a dream.
Section Overview
In this section you will learn:
- The difference between named resources and resource groups
- Using tags, teams and roles to categorize your resources
- How to create and import resources
- Setting working times and time off for your resources
Named resources and resource groups
Kelloo supports two different types of resources – named resources and resource groups. Your Kelloo account can be made up of a mix of both types.
- Named resources are individuals such as “Bob Smith” and “Sally Jones”. Use named resources if you need to assign and track work at the level of individual people.
- With resource groups, you do not define the individuals. Instead you define how many people are in the group. This is a great option if you do not need to track work at the level of individuals. An example resource group could be “Offshore Development Team” with 15 FTE (full time equivalent) staff.
Categorize your resources
Here are some of the ways to categorize your resources:
- Roles are things like “engineer”, “project manager” etc. A resource has one role.
- A resource can have many tags. Tags can mean anything you want them to mean. So you could use them to record skills, grades, location – anything!
- And finally, each resource can be assigned to a team.
Roles, tags and teams are used throughout Kelloo to help you filter and report on your plans.
To create a role:
- Select resources in the Kelloo main menu then add role.
To create a tag:
- Once you have created a resource you can start creating tags. Tags can be shared across resources. You will see the create tag option once you create your first resource.
To create a team:
- Visit set up, select teams then add team.
Pro Tip
Start by creating a handful of resources and try categorizing them in different ways. Then explore Kelloo.
Don’t set up all your resources before you are confident with how to best categorize your resources. You can always change things around, but it makes sense to understand how things like teams, roles and tags work before you create all your resources.
Create and import resources
To create a resource:
- Select resources in the Kelloo main menu.
- Select add resource.
- Complete the resource details.
Once you have created the resource you can set things like tags, assign a team and set working patterns.
To import resources:
- Select resources in the Kelloo main menu.
- Select import resources.
Set resource working times and non working days
Working patterns tell Kelloo how much time your resources have available for work. There are three elements to setting working patterns.
Non working day calendars
Non working day calendars are used to globally define periods when resources are not available for work. Use non-working day calendars when the period of non-availability applies to more than one resource for example public holidays.
Create non working day calendars using the non working calendars option in the set up menu.
Edit a resource and set the non working day calendar in the other details tab.
Working times
Working times define the normal days which a resource works and how much labor time they provide per day. The labor time per day is set in hours for named resource and FTE for resource groups.
Edit a resource to set the working time using the working time tab.
Time off and overtime
Time off and overtime is used to define ad hoc time off periods (vacations) or overtime (periods when additional hours are worked).
Named resources can have both time off and overtime defined. Resource groups can only have time off defined.
Edit a resource to set the time off using the time off / overtime tab.
Pro Tip
You can set default working patterns for your resources using the general section in the set up menu. These will be used as defaults when you create new resources.
