How to Find, Book, and Allocate Resources › Shift a Resource Allocation

Shift a Resource Allocation

Use the Shift Allocation option to shift or scale all or a portion of the resource allocations in one project. This option is useful when you want to extend project allocations beyond the allowable time-scaled view, which extends only for six months by default. You can move resource allocations both back and forward in time.

For example, suppose that an allocation period starts on May 1, continues at its default rate of 100 percent through the end of May, and then goes through June at the reduced allocation of 50 percent. 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 percent, and then through August 2 at 50 percent. You can also shift allocations for time spans that contain no segments.

You cannot change the project schedule dates. Use these dates as guidelines on how far you can shift work back or forward. You cannot shift work previous to the start date, and you cannot shift work past the finish date.

Follow these steps:

1. With the resource open, click Allocations.
2. Select the investment whose allocations you want to shift.
3. Select Shift Allocation from the Actions menu.
4. Change the following fields as applicable. Data shifts according to the information you enter in these fields.

   Start and Finish Dates

   Defines the start and finish dates of the project unless they have been changed. These dates create the period that can shift.

   Shift to Date

   Defines the beginning date for the data being shifted.

   Note: If you leave the field blank, no shifts occur.

   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.

5. Save your changes.