Quickly adjust your allocations right in the comfort of the Project Details view, and compare your plan with actual time worked.

• Required User Rights
• Adding Allocations
• Editing Allocations
  • Deleting Allocations
• Comparing Actual Time Worked with Allocations

You can add, edit, and delete allocations on the resource, team, and role level. n the toolbar, you can assign resources, teams, and roles to the project, select the zoom level and the allocation unit as well as compare actual time worked with planned allocations.

Required User Rights

To be able to edit a project's allocations, your User Group needs to have the following rights:

• You need to have edit rights for the currently selected scenario or the Edit Plan of Record right.
• Under Edit Projects and Programs, you must have at least the option Projects with Logged-In User as Project Manager or Custom Resource Field
• Under Edit Allocations, you must have at least the option Role Allocations (in order to update a specific resource's allocations you must have the option Role and Resource Allocations)

Users with Resource Managers Can Always Edit Allocations of Their Own Resources, Teams, and Roles will still be able to edit the allocations of their own resources, teams, and roles.

All users will be able to see the allocations on a project.

Adding Allocations

To add an allocation to your project, select Assign Resources, Teams, or Roles. Then, type the name of the resource, team or role you wish to assign to the project.

Input the effort you have planned for each resource, team and role. You can either enter the total value in the Total column, or single values (depending on the selected zoom level). When inputting a total value, it will be equally distributed over the entire duration of the project. You can only edit the Total column when it is empty. You can edit the single values at any time.

Editing Allocations

To manually edit an allocation value in the project details, click in the cell and type the desired value. 

By selecting the blue context menu, you can also allocate in percentage of the selected allocation unit or replace the resource or team on the project.

You can do this for both single and multiple cells.

You can also edit the assigned resources, teams, and roles instead of individual allocation values. Click the three dots after the name or a resource, team or role to remove them from the project, replace them and open them in the Team Planner or the Resource Pool. For resources and teams, you can also change the project role or unstaff the allocation back to the role.

Deleting Allocations

To delete the allocation or a resource, team or role, highlight the cell, press Delete or enter "0". Or remove the resource, team or role from the project to delete the entire allocation. Imported actual time worked will, however, stay on the project.

Comparing Actual Time Worked with Allocations

You can compare actual time worked with planned allocations per resource, team or role. You can adjust the zoom level to be on the week, month, quarter or year level. In the toolbar, click Compare Actuals with Plan to see the values per cell. In the additional column Deviation from Plan, you can see the summed deviation between the actual time worked and allocations:

Learn more in the article Comparing Actuals with Planned Allocations in the Project Details.