Teams (projects and investments) › 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. You can move resource allocations back and forth in time. Any segmented allocation dates are kept intact as the information is moved, though the percent allocated for each segment can change. Shifting allocation for a resource is useful for project allocations beyond the allowable timescale, which can only extend for six months.

Follow these steps:

1. Open the project and click Team.

   The project team staff page appears.

2. Select the check box next to the name of the resource to shift allocation. Open the Actions menu on the top right side of the page and click Shift allocation.

   The shift allocation page appears.

3. In the Investment Schedule section, view the following fields:

   Investment Start Date

   Displays the start date for the project. The value for this field is based on the Start Date field on the scheduling properties page.

   Investment Finish Date

   Displays the finish date for the project. The value for this field is based on the Finish Date field on the scheduling properties page.

4. In the Time Span to Shift section, complete the following fields:

   Start Date

   Defines the start date for the resource on the project. The date marks the starting of the date range to shift.

   Finish Date

   Defines the end date for the resource on the project. The date marks the ending of the date range to shift.

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

   Shift to Date

   Defines the date when you want the shifted allocation to begin.

   Shift Cut-off Date

   Defines the last date for shifting allocations. Allocations cannot shift beyond the last date.

   Scale Allocation % By

   Defines the percentage change in the allocation required for the shift.

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

   Required: No

6. Save the changes.