Salesforce Project Management Software by Aprika

Fundamentals Library

Get a FREE TRIAL of our Salesforce Project Management Software
See exactly how it streamlines business processes, boosts team productivity, and helps you hit deadlines faster.
This field is for validation purposes and should be left unchanged.

Click for Library Menu

Professional Services Automation (PSA)

Project Management

Project Management Roles and Responsibilities

Project Management Terms & Glossary

Resource Management

Salesforce

trial-03

FREE TRIAL

Ready for take off? Click below and take a look around with your free 14 day trial.

features-01

THE FEATURES

Explore and discover the latest features of our Mission Control software.

news-icon

NEWSLETTER

Join our email list for all the latest news and updates at Mission Control HQ.

What are three different ways to allocate resources

Introduction

Resource allocation is one of the most crucial aspects of effective project management. Without a clear strategy for assigning people, budgets, and tools to specific tasks, even the best-planned projects can falter. Understanding what are three different ways to allocate resources gives project managers the framework to maximise efficiency, reduce bottlenecks, and ensure that every team member contributes to overall success. In professional services organisations, where multiple projects run simultaneously and resources often overlap, strategic resource allocation can be the difference between meeting deadlines and missing them.

In this article, we’ll explore what are three different ways to allocate resources and how each method can support different project management styles. We’ll also highlight how a Salesforce-native solution like Mission Control can help streamline your resource allocation process through real-time insights, scheduling, and utilisation tracking.

1. The Traditional Allocation Method

The first approach when considering what are three different ways to allocate resources is the traditional allocation method. This method involves manually assigning resources based on task requirements, timelines, and availability. It’s often used in smaller teams or projects where the workload and personnel are easy to track. In this approach, a project manager determines what needs to be done, identifies who has the right skills, and manually assigns tasks accordingly.
While this method offers full control and transparency, it can quickly become complex as project size increases. For example, managing multiple resources across various milestones, dependencies, and timelines requires constant monitoring. That’s where tools like Mission Control’s Resource Planner or Scheduler become invaluable. They help managers visualise workload distribution, ensuring resources aren’t overbooked or underutilised.

When answering what are three different ways to allocate resources, traditional allocation remains the foundation. It’s particularly effective in Waterfall project management, where tasks follow a sequential order and resource demands can be forecasted in advance. However, as organisations scale, it’s essential to combine this with more dynamic methods to maintain agility and accuracy.

2. The Dynamic or Agile Allocation Method

The second approach to consider when exploring what are three different ways to allocate resources is dynamic or agile allocation. This method focuses on flexibility and adaptability, ideal for teams that work in fast-paced or evolving environments such as software development or consulting projects. Instead of rigid assignments, resources are allocated in real time based on project progress, sprint requirements, and changing priorities.

For example, if a project milestone shifts or new client feedback requires additional revisions, project managers can reallocate resources quickly using a tool like Mission Control’s Action Pad or Resource Assignment Wizard. These features allow managers to see who’s available, what tasks are in progress, and where adjustments can be made without impacting overall project delivery.

When considering what are three different ways to allocate resources, agile allocation stands out for its responsiveness. It allows project teams to remain adaptive, collaborative, and efficient in dealing with shifting business needs. With the rise of remote work and distributed teams, this approach ensures productivity even when projects evolve rapidly. Moreover, by integrating with Salesforce, Mission Control enables visibility across departments, ensuring that any changes in allocation are instantly reflected across your project ecosystem.

3. The Forecast-Based Allocation Method

The third approach in what are three different ways to allocate resources is forecast-based allocation. This method relies on data-driven insights and predictive planning to anticipate future resource demands. Using historical data, project trends, and capacity forecasts, managers can allocate resources proactively rather than reactively. This approach is ideal for organisations managing multiple projects simultaneously or operating with limited specialist resources.

Forecast-based allocation can answer critical questions such as:

  • Which projects will need more attention next quarter?
  • Are there upcoming skill gaps that may require hiring or training?
  • How can we balance billable and non-billable hours for better profitability?

Mission Control’s Auto Assignment Wizard, and Resource Forecasting make it easy to implement this approach. They provide visibility into current workloads and help predict where additional capacity will be needed. When addressing what are three different ways to allocate resources, this data-driven approach provides a long-term advantage, enabling organisations to plan with confidence and optimise resource performance before bottlenecks occur.

Benefits of Understanding Different Allocation Methods

Understanding what are three different ways to allocate resources is not just an academic exercise—it has real-world business implications. When managers know how to combine traditional, agile, and forecast-based allocation methods, they gain:

  • Improved project delivery: Resources are better aligned with project goals, reducing delays and rework.
  • Higher team morale: Workloads are balanced effectively, reducing burnout and improving engagement.
  • Increased profitability: By ensuring optimal utilisation of billable resources, organisations can maximise ROI.
  • Scalability: With systems like Mission Control automating parts of the process, resource allocation becomes scalable across projects and departments.

How Mission Control Supports Resource Allocation

Mission Control, built natively on Salesforce, provides a complete toolkit to support all three methods of resource allocation. The Resource Planner enables traditional visual assignment, while the Scheduler allows dynamic adjustments in real time. The Role Utilisation Report and Capacity Forecasting tools deliver data-backed insights to power predictive allocation strategies.

By bringing together these capabilities within a single platform, Mission Control ensures that resource allocation decisions are informed, transparent, and aligned with organisational objectives. This is particularly powerful for professional services teams managing multiple clients, projects, and deadlines concurrently.

Conclusion

In summary, understanding what are three different ways to allocate resources empowers project managers to approach every project strategically. Whether using traditional methods for structure, agile methods for flexibility, or forecast-based approaches for long-term optimisation, each method offers unique benefits.

Mission Control provides all the tools needed to apply these principles efficiently, enabling seamless allocation, visibility, and utilisation tracking—all within Salesforce.

So, the next time you’re asked what are three different ways to allocate resources, remember: it’s not just about assigning tasks—it’s about creating balance, agility, and foresight in your project delivery process. By leveraging Mission Control, you can master all three approaches and drive success across every project your organisation undertakes.

Mission Control is a comprehensive Salesforce Resource Management software application. Make sure you check out our other Resource Management Best Practices.

Mission Control, your Project Management & PSA Command Center.

Take control of your projects & easily manage your team budgets & much more

trial-03

FREE TRIAL

Ready for take off? Click below and take a look around with your free 14 day trial.

features-01

THE FEATURES

Explore and discover the latest features of our Mission Control software.

news-icon

NEWSLETTER

Join our email list for all the latest news and updates at Mission Control HQ.

Get your 14 Day FREE TRIAL

Simply enter your email address below, and we will set you on your way to your Free Trial. Enjoy the ride!

This field is for validation purposes and should be left unchanged.

Sign up to our newsletter

Get your 14 Day FREE TRIAL

Simply enter your email address below, and we will set you on your way to your Free Trial. Enjoy the ride!

This field is for validation purposes and should be left unchanged.