Adding a resource allocation
A resource allocation is when you make a resource available for work on
an investment. He or she can be allocated to a work item, task-based
investment, or activity-based investment. For task-based investments, the user
needs to be allocated to the investment before he or she can be assigned to a
To add a resource allocation
Open the Resources module.
Select the Allocations tab.
Click New Allocation.
In the Resource Allocation dialog box, select a resource from the Resource drop-down.
From the Investment drop-down, select the investment to which the generic allocation
will be made. In the Select Investments dialog box, choose the investment and click OK.
- From the Role on Investment drop-down, select the resource role you want to associate with the allocation.
From the Status drop-down, indicate whether the generic allocation is Proposed or
Click Plus to define how much and when a resource will be allocated. For each resource
allocation, define the percentage of full time (% FTE), the start and finish dates
for the allocation, and any comments specific to the allocation. (Click Delete to remove
a resource allocation definition.)
Click Rates to define the rates associated with the allocation.
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