Scenario:
Steps in creation of Resource Allocation Record
Solution:
- Go to Activities > Scheduling > Resource Allocations > New.
- Select a resource for this allocation.
You can select a specific resource or a generic resource. For more information see, Generic Resources.
- Select the project to which you want to allocate this resource.
- If you are using allocations to assign tasks for this project, select the project task you want this resource allocated to.
- Enter or select the start date and end dates for this allocation.
- In the Allocate field, enter the number of hours this resource is allocated to this project.
You can also select Percent of Time in the dropdown, and then enter the percent of time this resource is allocated to this project.
- In the Allocation Type field, select the type of allocation.
Hard – This allocation request is not flexible; the resource is committed to the dates and hours required on this request.
Soft – This allocation request is flexible; adjustments can be made to the date and hours if needed to accommodate other priorities.
- If you want to set a recurrence schedule, click the Recurrence subtab.
- Select how often this allocation should occur:
- Daily – Enter the interval between days if this allocation is every day or every few days, or select every weekday if this allocation is every day except Saturdays and Sundays.
- Enter 1 as the interval if this allocation is every day, for example, or enter 2 if the allocation is every other day.
- Weekly – Enter the interval between weeks, and select the day of the week this allocation repeats on.
- Monthly – If this allocation occurs on the same day of every month or every few months, enter the date the allocation repeats, and select the interval between months.
- If this allocation occurs on the same day of the week every month or every few months, select the week, the day of the week, and enter the interval between months.
- Yearly – If this allocation occurs one time a year, select the month and day of the allocation, or select the week, day and month.
- In the End By field, set the date this allocation stops recurring.
- If the allocation continues indefinitely, check the No End Date box.
- When you have finished, click Save.