Teams (projects and investments) › Allocations › Define Resource Allocation

Define Resource Allocation

Use this procedure to define the resource allocations for those resources that you have staffed to the project. The project team staff page lists the booking status for all the investments to which the resource is allocated. Also, lists the number of hours the resource is allocated to each investment. The page also displays a list of planned and committed allocation for the project.

You can use the page to determine the resource availability for a project, or to determine when a resource is overbooked or under-booked and by how much. Unless you change the booking dates, the resource is automatically staffed to the project for the duration of the project.

Use the time-scaled column in the list on the page to change many of the time-related values for the resources on the project. Allocation by resource, allocation, and time period is displayed in this column. You can edit information such as the time cells for each resource. Changing the time cells changes the way planned and committed allocation is presented in the time-scaled column.

Scrolling over a time period displays text that briefly summarizes what you see. The time period columns are set, by default, to weekly, and always start with the current week.

Follow these steps:

1. Open the project and click Team.

   The project team staff page appears.

2. Edit the following fields:

   Resource

   Defines the names of the resources allocated to investments in the portfolio. You can click the name to open the resource properties page.

   Role

   Defines the investment role for the resource.

   Time

   Specifies if the resource can enter time for the assigned tasks.

   Booking Status

   Defines the booking status for the resource.

   Values:

   • Soft. The resource is tentatively scheduled to work on the investment.
   • Hard. The resource is committed to work on the investment.
   • Mixed. The resource is both soft and hard allocated to the investment or the soft allocation for the resource does not match the hard allocation.

   Default: Soft

   Required: Yes

   Request Status

   Defines the requisition status of the resource on the project. If a requisition exists for the resource, you can click the request status link to view the requisition.

   Start

   Defines the start date for the allocation period.

   Finish

   Defines the finish date for the allocation period.

   % Allocation

   Defines the expected percentage of time for the resources to work (as tentative or committed) on the investment. You can enter zero as the allocation percentage. CA Clarity PPM assumes that each team staff member is assigned to the project and to each task at 100 percent of their available time. This is true if the resource is not allocated to other tasks on other projects.

   Allocation

   Defines the amount of time (in hours) you expect the resource to work (as tentative or committed on the investment.

   Actuals

   Defines the actual hours posted against the task assignment.

   ETC

   Defines the estimated hours for the task assignment.

3. Save the changes.

More information:

How to Define Project Estimates (ETC)