To ensure you’re dedicating adequate resource to the Retainer to work through the Retainer Value fee, you can resource staff to the Retainer. This lesson explains how you resource a Retainer project.
Step 1: Go into the Projects tab, find the Retainer project and click it.
Step 2: Click into the Resourcing area.
Step 3: Start to type the name of the user you want to Resource to the Retainer in the text box, and select the relevant user when they appear.
Step 4: Confirm your Allocation. You have two options:
1. Days per week – Resources a set number of days per week to the Retainer. For example, if you want to resource one day per week, enter '1'
2. Percent – Resources a percentage of the user’s availability. For example, if you want to resource half their time, enter '50'
Step 5: Confirm the From date and To date using the pop-out calendars to specify how long you want the “Allocation” rules to be applied for.
Step 6: Click Save to resource the user to the Retainer
NOTE: If you click the user their Resource Availability pop-out window will appear. The Allocation rules you selected will have adjusted their availability to resource them onto the Retainer.