Allocating Units by Spreading Units Across a Time Period
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.
Related Topics
Assigning Resources or Roles to Projects or WBS Elements
Searching for a Resource to Assign
Assigning Projects or WBS Elements to Resources or Roles
Allocating Units to Resources or Roles
Splitting Resource Assignments
Exporting the Planning Spreadsheet
Last Published Wednesday, July 10, 2024