How to Configure Global Resource Management Settings

Introduction

This guide shows how to access and configure the global Resource Management settings in Easy8. These settings define how hours are allocated, tasks displayed, and capacities calculated across all users and projects. Proper configuration ensures accurate planning and helps avoid overloads.

Target Audience

Administrator

Prerequisites

You must be logged in as an administrator
Resource Management must be enabled
Go to Global Resource Management >> Resource settings (top-right corner)

Global Resource Management Settings Overview

1. Working Time Settings

Hours per day – Max allocable hours for users without personal limits
Manual hours definition – Define custom hours for each day of the week

2. Default View and Zoom

Default zoom – Select default time view: Days, Weeks, Months, etc.

3. Task Allocation Logic

Default allocator – Set how hours are spread over the task duration:
- From start
- From end
- Evenly (slow)
- Future from start
- Future from end
- Future evenly
Change allocator – Allow users to modify the allocator per task

4. Task Dates and Capacities

Show soonest start – Respect task relations or parent limitations
Show latest due date – Display latest valid task end date
Free capacities – Toggle between showing allocations or free time

5. Visibility and Display Options

Show total project allocations – Visible only in project-level RM
Show groups – Display user groups in global RM
Show project allocations by default – Activate "With Projects" filter by default
Planned tasks toggle button – Show/hide planned tasks in view

6. Capacity and Safety Controls

Watchdog – Alert when task allocation overloads user
Decimal allocation – Allow hour values like 0.5 (use period, not comma)
Enable reservations – Prevent task assignment in blocked hours
Enable holidays for groups – Reduces group availability if members are on holiday

Individual User Settings

Estimated time ratio – Multiply task estimate for slower/faster users
Hour limit per day – Override default working hours per user

Group Settings

Estimated time ratio – Same as user but applies to group level
Hour limit per day – Set group-wide working capacity or inherit from members

Conclusion

Global Resource Management settings control how Easy8 allocates time and displays workloads. Admins should tailor these values to match the company’s work culture and planning needs for more accurate forecasting.