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Allocate with the Resource Allocations related list

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Allocate with the Resource Allocations related list

Resource managers can create allocations using the Resource Allocations Related List.

  1. Navigate to Resource > Resource Plans > Requested.
  2. Open a resource plan.
  3. In the Resource Allocations related list, click New.
  4. Fill in the fields, as appropriate.
    Table 1. Resource Allocation form
    Field Description
    Start date Start date for the resource. The start and end dates must fall within the dates of the resource plan.
    End date End date for the resource.
    Resource Resource to be allocated. The lookup results are filtered by the group, role or user selected on the resource plan.
    Confirmed/Allocated hours Hours that the system confirms or allocates to the resource when the resource plan is confirmed or allocated. Confirmed and allocated hours roll up to the Confirmed/Allocated hours field on the resource plan.
    FTE Number of units for the full-time equivalent selection. This option appears if you selected FTE for the Request type field on the resource plan.
    Person Days Number of units for the person days selection. This option appears if you selected Person Days for the Request type field on the resource plan.
    Planned cost Planned cost of the resource.

    Planned Cost = Planned hours * hourly rate

    The hourly rate is derived from one of the following sources:
    • Rate model, if it is populated on the project or demand to which the resource plan is associated.
    • Labor rate card, if rate model is not available.
    • System property com.snc.time_card.default_rate if all the other conditions fail.

    Planned costs roll up to the Planned cost field on the resource plan.

    Note: The field is not visible on the form by default. Configure the form to add this field if it is not visible.
    Confirmed/Allocated cost Cost of the resource.

    Confirmed/Allocated Cost = Confirmed/Allocated hours * hourly rate

    The hourly rate is derived from one of the following sources:
    • Rate model, if it is populated on the project or demand to which the resource plan is associated.
    • Labor rate card, if rate model is not available.
    • System property com.snc.time_card.default_rate if all the other conditions fail.
    Confirmed and allocated costs roll up to the Confirmed/Allocated cost field on the resource plan.
    Note: The field is not visible on the form by default. Configure the form to add this field if it is not visible.
  5. Click Submit to save the record and return to the resource plan.
  6. Click Confirm or Confirm and Allocate on the plan to move it into the Confirmed or Allocated state.
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