Building Project Teams › Staff Allocations › Shift and Scale Resource Allocations

Shift and Scale Resource Allocations

You can you shift or scale all or a portion of the resource allocations in one project using the Shift Allocation option on the Project: Team: Staff page. You can move resource allocations back and forward in time. Any segmented allocation dates are kept intact as the data is moved, though the percent allocated for each segment may change. Shifting a resource's allocation is particularly useful when you want to project allocations beyond the allowable time-scaled view, which can only extend for six months. The Shift Allocation option is available from both the Project: Team: Staff page and the Project: Team: Detail page.

Example

Consider an allocation that starts on May 1, continues at its default rate of 100% through the end of May, then goes through June at the reduced allocation of 50%. In this case, if you shift the allocation to start on June 1, it will go from June 1 through July 2 (for 31 calendar days) at 100%, then through August 2 at 50%. You can also shift allocations for time spans that contain no segments.

To shift or scale a resource's allocation

  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 check box next to the resource whose allocations you want to shift, click More, and select Shift Allocation.

    The Shift Allocation page for that resource appears.

  4. In the Time Span to Shift section, click the Select Date icon to change the start and finish dates that the resource is allocated to work on this project.

    Data shifts according to the dates you enter in these fields.

  5. In the Time Shift Parameters section, complete the following fields:
    Shift to Date

    Defines the beginning date for the data that has been shifted. Click the Select Date icon to choose a new date. If this field is left empty, no shifting occurs.

    Shift Cut-Off Date

    Defines the last date to which data can be shifted. Click the Select Date icon to choose a new date. You cannot shift allocations beyond this date.

    Scale Allocation % By

    Defines the percentage change in the allocation that should be made in conjunction with the shift.

    Note: If you leave this field empty, no scaling occurs.

  6. Click Submit.

    The changes you made are reflected in the Allocation column on the investment's Team: Staff page.