Building Project Teams › Staff Allocations › How to Reset Staff Allocations › Allocate from Estimates

Allocate from Estimates

Use the Allocate From Estimates option when you have changed the estimates (ETC) for a resource and you want to calculate the planned allocation based on the new estimates. This calculation only impacts the portion of the allocation that is after the resource's actuals through date. The resulting allocation segments are rounded subject to the global rounding setting.

The global rounding setting is a field that displays on the Settings page in the Administration Tool. The field is Round Allocations to the Nearest %.

Note: Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

To allocate a resource based on estimates

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select the Team tab.

   The Project: Team: Staff page appears by default.

3. Select the resource, role, or non-labor resource for whom you want to set allocation from estimates, and click More and select Allocate from Estimates.

   The planned allocation and its segments are updated subject to the global rounding setting and the resource's actuals through date.

More information:

How Estimates (ETC) are Calculated