Resource Allocations › How to Find, Book, and Allocate Resources › Change the Resource Default Allocation

Change the Resource Default Allocation

You can create planned and hard allocation curves for the time a resource works on an investment. These curves indicate any deviations from the Default % Allocation field. The Planned Allocation curve represents the default or total allocation amount that the investment manager is requesting. The Hard Allocation curve represents the allocation amount that the resource manager is able to commit.

For example, you have a resource with default allocation set at 100 percent. You booked this resource to work on your project from August 10 through November 10. The resource is also scheduled to work on another project 50 percent of the time through September 1. In addition, the resource plans to be on leave from September 15 - 22. In this case, you create two allocation curves for the resource: one that indicates a deviation to 50 percent from Aug 01 through Sep 1, and another that indicates a deviation to 0 percent from Sep 15 - 22.

When editing the default allocation for a resource, gaps can appear between allocation segments. The gaps are automatically filled by creating new allocation segments.

Follow these steps:

1. With the resource open, click Allocations.
2. Click the Properties icon on the Summary or Detail page for the investment for which you want to edit resource allocation.
   • Summary: The allocation information for a resource that is allocated to an investment. View and edit booking status and allocation information for each investment to which the resource or role is allocated.
   • Detail: The allocation information for a role that is allocated to an investment. View and edit the allocation information for each investment by week in a histogram format.
3. Change the following field in the General section:

   Default % Allocation

   Defines the percentage of time you want to allocate the resource to a project. You can enter zero (0). Any changes here appear in the Allocation and Allocation % columns on the resource/role allocations page or project team staff page.

4. Create one or more rows for deviations in the Planned Allocation and Hard Allocation sections.

   To apply the previous example, create two rows:

   • First row. To cover the period where the resource actually works at 50 percent (compared to the 100 percent default or planned allocation).
   • Second row. For the period where the resource actually works at 0 percent (compared to the 100 percent default or planned allocation).
5. To create a planned or hard allocation curve, complete the Planned Allocation and Hard Allocation sections.
6. In the % Allocation field, enter the expected percentage of time when the resources work (as tentative or committed) on the investment. You can enter zero (0) as the allocation percentage.
7. Save your changes.