Previous Topic: Change Resource Default Allocation (Investments)Next Topic: Shift and Scale Resource Allocations


Planned and Hard Allocation

The Planned Allocation curve represents the default, or total allocation amount requested by the project manager. The Hard Allocation curve represents the allocation amount committed by the resource manager. The booking status for a resource changes according to the allocation amounts in the planned and hard allocation curves.

Example: Fill Gaps in Allocation Segments

When editing the default allocation segment for a resource, if there are segment gaps, a segment is automatically created. The new segment displays the default percent allocation amount.

You book a resource to a project with availability less than 100 percent. An allocation segment is added such that the allocation start date is greater than the previous allocation segment end date:

To create a gap, you create two allocation rows in the Planned Allocation and Hard Allocation sections of the staff member properties page. By default, the resource is allocated at 100 percent. One allocation covers the period where the resource works at 50 percent. The other allocation covers the period where the resource works at 0 percent. When you save your changes, a default segment is created for the gap period and populated with the allocation amount of 100 percent.

Overallocating Resources

When staffing resources to your project, the resource manager can over-allocate the resource, or accept any remaining availability. During team staff member replacement, you can also over-allocate the resource who is replacing the previous resource.

Note: Avoid over-allocating resources, which can cause scheduling delays and less effective performance.

More information:

Define Team Staff Member Properties