Managing Resources › Resource and Role Allocations › Edit a Resource or Role Allocation › Change Default Allocation

Change Default Allocation

You can create planned and hard allocation curves for the time a resource works on an investment. These curves indicate any deviations from the Default % Allocation field. While the Planned Allocation curve represents the default or total allocation amount requested by the investment manager, the Hard Allocation curve represents the allocation amount that the resource manager committed.

When editing the default allocation for a resource, gaps can appear between allocation segments. The gaps are automatically filled by creating new allocation segments.

See the Project Management User Guide for more information.

Follow these steps:

1. With the resource open, click Allocations.

   The allocations page appears.

2. Click Properties.

   The properties page appears.

3. In the General section, complete the following field:

   Default % Allocation

   Defines the percentage of time you want to allocate the resource to this project (you can enter 0 percent). This amount is reflected in the Allocation and Allocation % columns on the project team staff page.

   Default: 100 percent

   Required: No

4. In the Planned Allocation and Hard Allocation sections, create one row for each deviation from the default allocation.

   Example:

   To use the short example preceding these steps, create two rows:

   • First row. To cover the period where the resource actually works at 50 percent (compared to the 100 percent default or planned allocation); and
   • Second row. For the period where the resource actually works at 0 percent (compared to the 100 percent default or planned allocation).
5. To create a planned or hard allocation curve, complete the following fields:

   Start

   Defines the start date for the curve.

   Finish

   Defines the finish date for the curve.

   % 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.

6. Click Save.