Teams (projects and investments) › Allocations › About Editing Allocations

About Editing Allocations

You can edit the team allocation for your project using the time-varying cells on the project team staff page. The time-varying cells contain planned allocation, hard allocation ETC, and actuals. You can edit the planned and hard allocation information in these cells to create allocation segments. You can create allocation segments between the start and finish dates for the staff team member.

You can define explicit start and finish dates for staff team members. Or, the dates can be inherited from the start and finish dates for the investment. When editing the allocation information in the time-varying cells, the following editing rules are used when you save your changes:

1. The start and finish dates for the staff team member are verified against the date range of the cell. If the current start or finish date for the staff team member falls within the date range of the cell, the information you enter starts (or finishes) on the current date for the staff team member.
2. If the date range of the cell is beyond the team member current start or finish date, the start (or finish) date for the staff team member is updated to the start (or end) date of the cell.
3. If you have the access rights to edit the start and finish dates for the investment, when you allocate a staff team member outside of current investment dates, the investment dates move to accommodate the allocation.
4. If you do not enter allocation information for a cell that is located between two cells that contain information, the allocation is set to 0 percent for the empty cell.

To give resource managers the ability to manage team allocations while you have the project locked, verify the Allow Edit of Allocations when Investment is Locked default project management setting is selected. This setting allows resource managers to modify the team while you are working on the project schedule, either in tentative schedule mode or when working offline in a desktop scheduler.

More information:

Allocations

Defines the Default Project Management Settings

Project Locks and Team Staff Member Replacement