Allocating Units to Resources or Roles

Use the Plan Resources spreadsheet to allocate a number of available units to resources or roles for a project or WBS.

To allocate units:

Click Resources.
On the Resources navigation bar, click Planning.
Expand a project and click the resource or role for which you want to allocate the units.
Click the Total Units field, then enter the total units you want to allocate to the selected resource or a role.
Click Save.

Tips

If the Committed option is selected for the resource, the allocated units are subtracted from the under or overallocated units.
The calendar used to determine the number of work hours for each time period depends on the Use assigned calendar to specify the number of work hours for each time period option on the Time Periods page of Application Settings. If the option is selected, the calendar assigned to the resource is used to determine the number of work hours per time period. If the option is cleared, the hours per time period specified on the Time Periods page of Application Settings is used.
When you edit a spreadsheet interval allocated value, P6 recalculates the resource's availability and the total allocated units for the resource or role. If the spreadsheet interval you edit is earlier than the current assignment start date or later than the current assignment finish date, P6 adjusts the corresponding assignment date to reflect the change.