Adding allocation periods for resources
After you allocate resources to the project for a specific period, you can add more periods for those resources.
You can add or modify allocation periods from the Resources tab and from the Work Environment tab of your profile page. To add or modify allocation periods from the Work Environment tab, you must have certain permission. For more information about the permission to add or modify allocation period, see Permitting users to modify allocation. If you add or modify the allocation period of the resource from one tab, the changes are reflected in the other tab.
You can allocate a resource to different project areas and with different allocation percentages. The sum of the allocation percentages for a resource must not exceed 100%. For example, Marco is required in three projects. Project A requires 50% of Marco's time without date restrictions. Project B requires 30% of Marco's time from 1 January through 31 March. For Project C only 20% of Marco's time can be allocated between 1 January and 31 March. If Project C does not require Marco to work between 1 January and 31 March, 50% of his time can be allocated to that project.
This feature is available only if you are using the Formal Project Management process template.
- In the web client, open the plan and click the Resources tab.
- Hover the mouse pointer over the row of the resource and click the Add date range () icon.
- Specify the start date, end date, and allocation percentage, and click Save.