When planning resource allocation for a project, you can use the spreadsheet to spread work units evenly across a selected time period.
To spread units across a time period:
- Click Resources.
- On the Resources navigation bar, click Planning.
- Expand a project and click the resource or role for which you want to allocate units.
- Select the time period to spread units.
- To specify start and finish dates, click the Start Date and Finish Date fields and select the dates from the calendar.
- To spread units between the Project Forecast Start and the Forecast Finish date of the project, select Life of Project.
- Click the Total Units field and enter the number of units to spread between the Start and Finish dates you selected.
- On the Actions menu, select Synchronize Resources.
- Click Save.
Tips
- You can also edit any Allocation cell for the assignment in the spreadsheet columns to have the total units field updated accordingly.
- If you are spreading units for a resource, you can use the % Allocation field instead of specifying total units. When calculating the spread of % allocated values for resource assignments, to determine total working hours for the time period, the application uses the resource's calendar and the hours/day setting defined in the Global Preferences. For example, if a resource's Max Units/Times is 8h/day or 40h/week, type 25% in the % Allocation field to assign the resource to 2 h/day or 10h/week.
- If the Committed option is selected for the resource, the allocated units are subtracted from the under or overallocated units.