Teams (projects and investments) › About Resource Allocation › Manage Resource Allocations › Allocate Resources from Estimates

Allocate Resources from Estimates

Use the Allocate From Estimates option when you have changed the original ETC for your resource. Use the option to calculate the planned allocation based on the new estimates. This calculation only impacts the portion of the allocation that is after the resource actuals through date.

The resulting allocation segments are rounded based on the Round Allocations to the Nearest % field value in the project management settings. The default value is set to 25%.

Follow these steps:

1. Open the project and click Team.
2. Select the check box next to the name of the resource, role, or non-labor resource, and from the Actions menu, click Allocate from Estimates.

More information:

How ETC is Calculated

Define the Default Project Management Settings