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Resource Allocation in Multi-Project Environments

Managing resources across projects requires visibility and planning. GitScrum helps teams allocate capacity across projects with workload views, capacity planning, and utilization tracking.

Resource Challenges

Common Problems

MULTI-PROJECT RESOURCE ISSUES:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ OVER-ALLOCATION:                                            │
│ "Alex is assigned to 3 projects at 50% each"               │
│ → 150% allocation = burnout and missed deadlines          │
│                                                             │
│ CONTEXT SWITCHING:                                          │
│ "Sarah works on Project A, B, and C daily"                 │
│ → 40% of time lost to switching between contexts           │
│                                                             │
│ INVISIBLE COMMITMENTS:                                      │
│ "I didn't know Jordan was already fully booked"            │
│ → Hidden allocations lead to surprises                     │
│                                                             │
│ PRIORITY CONFLICTS:                                         │
│ "Both projects say they're the top priority"               │
│ → Unclear priorities = context switching                   │
│                                                             │
│ UNPLANNED WORK:                                             │
│ "Support requests keep pulling people off projects"        │
│ → No buffer for interruptions                              │
│                                                             │
│ SKILL MISMATCHES:                                           │
│ "Only one person knows the payment system"                 │
│ → Bottlenecks on specific individuals                      │
│                                                             │
│ RESULT:                                                     │
│ • Projects delayed                                         │
│ • Team stressed                                            │
│ • Quality suffers                                          │
│ • Commitments missed                                       │
└─────────────────────────────────────────────────────────────┘

Context Switching Cost

THE REAL COST OF SPLITTING TIME:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ EXPECTED VS ACTUAL PRODUCTIVITY:                            │
│                                                             │
│ Projects │ Expected     │ Actual      │ Lost              │
│ ─────────┼──────────────┼─────────────┼──────────────     │
│ 1        │ 100%         │ 100%        │ 0%                │
│ 2        │ 50% + 50%    │ 40% + 40%   │ 20%               │
│ 3        │ 33% × 3      │ 20% × 3     │ 40%               │
│ 4        │ 25% × 4      │ 10% × 4     │ 60%               │
│ 5        │ 20% × 5      │ 5% × 5      │ 75%               │
│                                                             │
│ WHY THIS HAPPENS:                                           │
│                                                             │
│ • Time to remember where you left off                      │
│ • Mental energy depleted by switching                      │
│ • Meetings multiply with each project                      │
│ • Communication overhead increases                         │
│ • No deep work possible                                    │
│                                                             │
│ IDEAL STATE:                                                │
│ • 1 primary project (80% focus)                            │
│ • 1 secondary project (20% focus)                          │
│ • Clean handoffs, not constant switching                   │
│                                                             │
│ IF SOMEONE IS ON 3+ PROJECTS:                              │
│ → They're effective on none of them                        │
└─────────────────────────────────────────────────────────────┘

Allocation Strategies

Capacity Planning

CAPACITY PLANNING APPROACH:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ STEP 1: DETERMINE AVAILABLE CAPACITY                        │
│                                                             │
│ Person: Alex (Full-time)                                   │
│ Work days in month: 22                                     │
│ Hours per day: 8                                           │
│ Total capacity: 176 hours                                  │
│                                                             │
│ SUBTRACT OVERHEAD:                                          │
│ • Meetings/ceremonies: -16 hours (10%)                     │
│ • Support rotation: -16 hours (10%)                        │
│ • PTO this month: -8 hours (1 day)                         │
│ • Buffer for unplanned: -18 hours (10%)                    │
│ ─────────────────────────────────                          │
│ Allocatable capacity: 118 hours                            │
│                                                             │
│ STEP 2: ALLOCATE TO PROJECTS                                │
│                                                             │
│ Project Alpha: 80 hours (68%)                              │
│ Project Beta: 38 hours (32%)                               │
│ Total: 118 hours (100%)                                    │
│                                                             │
│ RULES:                                                      │
│ • Never exceed 100% allocatable capacity                   │
│ • Max 2 projects per person                                │
│ • One project should have majority focus                   │
│ • Review and adjust weekly                                 │
└─────────────────────────────────────────────────────────────┘

Allocation Models

RESOURCE ALLOCATION MODELS:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ MODEL 1: DEDICATED TEAMS                                    │
│                                                             │
│ Project A: Team of 4 (100% dedicated)                     │
│ Project B: Team of 3 (100% dedicated)                     │
│ Project C: Team of 3 (100% dedicated)                     │
│                                                             │
│ ✅ No context switching                                    │
│ ✅ Clear ownership                                         │
│ ✅ Team builds velocity                                    │
│ ❌ Inflexible                                              │
│ ❌ May not have right skills                               │
│                                                             │
│ MODEL 2: MATRIX (Shared Resources)                          │
│                                                             │
│ Alex: Project A (50%) + Project B (50%)                   │
│ Jordan: Project B (50%) + Project C (50%)                 │
│ Maria: Project A (100%)                                   │
│                                                             │
│ ✅ Flexible skill matching                                 │
│ ✅ Cross-project knowledge                                 │
│ ❌ Context switching overhead                              │
│ ❌ Unclear priorities                                      │
│                                                             │
│ MODEL 3: HYBRID                                             │
│                                                             │
│ Core team dedicated to each project                        │
│ Specialists shared as needed                               │
│ Clear primary/secondary assignments                        │
│                                                             │
│ ✅ Best of both worlds                                     │
│ ✅ Requires good planning                                  │
└─────────────────────────────────────────────────────────────┘

Workload Visibility

Team Allocation View

GITSCRUM WORKLOAD VIEW:
┌─────────────────────────────────────────────────────────────┐
│ Team Allocation - January 2024                             │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ Person     │ Project A │ Project B │ Project C │ Total     │
│ ───────────┼───────────┼───────────┼───────────┼───────────│
│ Alex       │ ████ 80%  │           │ ██ 20%    │ 100% ✅   │
│ Jordan     │           │ ████ 100% │           │ 100% ✅   │
│ Maria      │ ██ 40%    │ ██ 40%    │ ██ 40%    │ 120% ⚠️  │
│ Sam        │ ██████100%│           │           │ 100% ✅   │
│ Taylor     │           │ ██ 50%    │ ██ 30%    │  80% ✅   │
│                                                             │
│ PROJECT CAPACITY:                                           │
│ Project A: 220% of person (2.2 people)                    │
│ Project B: 190% of person (1.9 people)                    │
│ Project C: 90% of person (0.9 people)                     │
│                                                             │
│ ⚠️ ALERTS:                                                 │
│ • Maria is over-allocated (120%)                          │
│ • Taylor has 20% unallocated                              │
│                                                             │
│ [Adjust Allocations] [View by Week] [Export]               │
└─────────────────────────────────────────────────────────────┘

Sprint-Level View

SPRINT WORKLOAD BREAKDOWN:
┌─────────────────────────────────────────────────────────────┐
│ Sprint 24 - Team Workload                                  │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│ ALEX (Capacity: 40 points)                                 │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ Project A: 32 points                                    ││
│ │ [████████████████████████████░░░░]                     ││
│ │ ├── Payment integration (13 pts)                       ││
│ │ ├── API refactoring (8 pts)                            ││
│ │ └── Bug fixes (11 pts)                                 ││
│ │                                                         ││
│ │ Project C: 8 points                                     ││
│ │ [████████]                                              ││
│ │ └── Review and support (8 pts)                         ││
│ │                                                         ││
│ │ Total: 40/40 points (100%)                             ││
│ └─────────────────────────────────────────────────────────┘│
│                                                             │
│ MARIA (Capacity: 35 points)                                │
│ ┌─────────────────────────────────────────────────────────┐│
│ │ ⚠️ OVER-ALLOCATED: 42/35 points (120%)                 ││
│ │                                                         ││
│ │ Project A: 18 points                                    ││
│ │ Project B: 14 points                                    ││
│ │ Project C: 10 points                                    ││
│ │                                                         ││
│ │ RECOMMENDATION: Move 7 points to Taylor               ││
│ └─────────────────────────────────────────────────────────┘│
└─────────────────────────────────────────────────────────────┘

Managing Conflicts

Priority Decisions

RESOLVING RESOURCE CONFLICTS:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ CONFLICT: Alex needed on both Project A and B             │
│                                                             │
│ STEP 1: ESCALATE TO DECISION MAKER                         │
│ Who owns the priority call?                                │
│ (Not the individual contributor)                           │
│                                                             │
│ STEP 2: COMPARE IMPACT                                      │
│                                                             │
│ Project A needs Alex for:                                  │
│ • Payment system (only Alex knows it)                     │
│ • Impact if delayed: Can't launch feature                 │
│ • Timeline impact: 2-week delay                           │
│                                                             │
│ Project B needs Alex for:                                  │
│ • Performance optimization                                 │
│ • Impact if delayed: Slower experience                    │
│ • Timeline impact: 1-week delay                           │
│                                                             │
│ STEP 3: MAKE DECISION                                       │
│ Decision: Alex focuses on Project A                        │
│ Reason: Blocking launch vs quality improvement            │
│                                                             │
│ STEP 4: COMMUNICATE                                         │
│ • Project B team informed of delay                        │
│ • Alternative explored (can someone else help?)           │
│ • Timeline adjusted                                        │
│                                                             │
│ STEP 5: DOCUMENT                                            │
│ Record decision and reasoning                              │
│ Prevent same conflict from recurring                       │
└─────────────────────────────────────────────────────────────┘

Protecting Capacity

CAPACITY PROTECTION STRATEGIES:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ STRATEGY 1: CAPACITY BUFFER                                 │
│ • Only allocate 80% of capacity                           │
│ • 20% reserved for unplanned work                         │
│ • Prevents over-commitment                                 │
│                                                             │
│ STRATEGY 2: "NO" BY DEFAULT                                │
│ • New requests go to backlog, not current sprint          │
│ • Adding work = removing other work                       │
│ • Force prioritization trade-offs                          │
│                                                             │
│ STRATEGY 3: FOCUS PERIODS                                   │
│ • Assign projects in blocks (not slices)                  │
│ • "January = Project A, February = Project B"             │
│ • Reduces context switching                                │
│                                                             │
│ STRATEGY 4: SHARED RESOURCE LIMITS                          │
│ • Max 20% of team can be shared                           │
│ • Rest are dedicated                                       │
│ • Limits cross-project coordination                        │
│                                                             │
│ STRATEGY 5: ON-CALL ROTATION                               │
│ • Dedicated person for interruptions each sprint          │
│ • Protects others' focus                                   │
│ • Rotate fairly                                            │
│                                                             │
│ STRATEGY 6: VISIBLE ALLOCATION                              │
│ • Everyone can see everyone's allocation                   │
│ • No hidden commitments                                    │
│ • Easy to spot conflicts                                   │
└─────────────────────────────────────────────────────────────┘

Tracking & Adjustment

Weekly Review

WEEKLY ALLOCATION REVIEW:
┌─────────────────────────────────────────────────────────────┐
│                                                             │
│ REVIEW QUESTIONS:                                           │
│                                                             │
│ 1. IS ANYONE OVER-ALLOCATED?                               │
│    • Check actual vs planned hours                         │
│    • Look for overtime patterns                            │
│    • Signs of stress or burnout                            │
│                                                             │
│ 2. IS ANYONE UNDER-UTILIZED?                               │
│    • Unassigned capacity                                   │
│    • Blocked and waiting                                   │
│    • Could help other projects                             │
│                                                             │
│ 3. ARE ALLOCATIONS MATCHING REALITY?                       │
│    • Planned 50% on Project A                             │
│    • Actually spending 70%?                                │
│    • Adjust allocations to match                           │
│                                                             │
│ 4. ARE PRIORITIES STILL CORRECT?                           │
│    • Did anything change this week?                        │
│    • New urgent work?                                      │
│    • Project priorities shifted?                           │
│                                                             │
│ 5. LOOKING AHEAD                                            │
│    • Any PTO upcoming?                                     │
│    • Key milestones approaching?                           │
│    • Need to shift resources?                              │
│                                                             │
│ OUTPUT: Adjusted allocations for next week                 │
└─────────────────────────────────────────────────────────────┘