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    • IT Business Management
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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Resource Management Resource allocation Allocate using the Resource Allocations related list

    Allocate using the Resource Allocations related list

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    Allocate using the Resource Allocations related list

    Resource managers can create allocations using the Resource Allocations related list.

    Procedure

    1. Navigate to Resource > Resource Plans > Requested.
    2. Open a resource plan.
    3. In the Resource Allocations related list, click New.
    4. On the form, fill in the fields.
      Table 1. Resource Allocation form
      Field Description
      Start date

      Start date for the resource allocation. The start and end dates must fall within the dates of the resource plan.

      End date

      End date for the resource allocation.

      Resource

      Resource to be allocated. The lookup results are filtered by the group, role, or user selected on the resource plan.

      Confirmed/Allocated hours

      Number of 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 rateThe hourly rate is derived from one of the following sources:
      • Resource rate from the resource plan, if the Rate override option is selected.
      • 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.

      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:
      • Resource rate from the resource plan, if the Rate override option is selected.
      • 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.

      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.

    What to do next

    In the resource plan form, click Confirm or Confirm and Allocate to move it into the Confirmed or Allocated state.

    Related tasks
    • Create a resource role
    • Reject a resource plan from the Resource Plan form
    Related reference
    • User resources and group resources

    Tags:

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      Allocate using the Resource Allocations related list

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Allocate using the Resource Allocations related list

      Resource managers can create allocations using the Resource Allocations related list.

      Procedure

      1. Navigate to Resource > Resource Plans > Requested.
      2. Open a resource plan.
      3. In the Resource Allocations related list, click New.
      4. On the form, fill in the fields.
        Table 1. Resource Allocation form
        Field Description
        Start date

        Start date for the resource allocation. The start and end dates must fall within the dates of the resource plan.

        End date

        End date for the resource allocation.

        Resource

        Resource to be allocated. The lookup results are filtered by the group, role, or user selected on the resource plan.

        Confirmed/Allocated hours

        Number of 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 rateThe hourly rate is derived from one of the following sources:
        • Resource rate from the resource plan, if the Rate override option is selected.
        • 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.

        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:
        • Resource rate from the resource plan, if the Rate override option is selected.
        • 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.

        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.

      What to do next

      In the resource plan form, click Confirm or Confirm and Allocate to move it into the Confirmed or Allocated state.

      Related tasks
      • Create a resource role
      • Reject a resource plan from the Resource Plan form
      Related reference
      • User resources and group resources

      Tags:

      Feedback

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