How to allocate employees to resource tracker

With the Resource Tracker, create an overarching staff plan for each job and allocate estimated task hours among employees.

Steps: 

1. Create an estimate and enter hours for all fee task types. 
2. Click Resource Tracker. 
3. Define the monthly distribution of hours at the task type/role level. Allocation can be displayed as hours or full-time employees. 
4. Click the paperclip icon to view the list of employees with this title or task type.
   
5. View employee availability while allocating hours and get a running total of allocation-to-date vs. estimated hours for the job. 
   
6. To allocate an employee across resource trackers, go to Jobs > Resource Tracker and select Resource Tracker.  Set the desired filters, select the relevant jobs, and click the Allocate Employee button. Set the values as follows.
   1. Task Type - The task type to be updated across selected jobs
   2. Current Assigned Employee - Only populate this if an employee is already assigned to the task type and you want to override the employee allocation.  
   3. Select Employee to Allocate - The employee to be allocated to the task type across jobs 
   4. Allocate From/To Date - Leave blank to allocate the selected employee to the task type regardless of the date