Create a Custom Allocation

Custom allocation is used to further break down a person’s availability. Allocations can be updated by phases, custom date range, or on a weekly/monthly basis.

Table of Contents

• Project List
• Project Gantt
• Adding a Role Using Phase Dates
• 0% Allocation

Project List

1. Select the required project.
2. In the Roles section, scroll to the requested role.
3. Click the edit pencil icon under the % column.
4. The allocation can be updated by changing the percentage or clicking the three edit dots icon, which opens the Customize Allocation window. 
5. Select the allocation breakdown - custom range, monthly, or weekly.
   • Allocation breakdown by phases is an option if the project has phases.
6. Modify the allocation values accordingly.
7. Click Save to confirm.

The following video demonstrates how to create a custom allocation using the monthly breakdown (no phases on the project):

Project Gantt

1. With View Roles enabled in the Gantt settings, click the Gantt bar to view more information on the person in the role.
2. From there click on the person's photo to visit their profile. 
3. Select the required project.
4. In the Roles section, scroll to the requested role.
5. Click the edit pencil icon under the % column.
6. The allocation can be updated by changing the percentage or clicking the three edit dots icon, which will open the Customize Allocation window. 
7. Select the Allocation breakdown - custom range, monthly, or weekly.
   • Allocation breakdown by Phases will be an option if the project has phases.
8. Modify the allocation values accordingly.
9. Click Save to confirm.

The following video demonstrates how to create a custom allocation using custom range (no phases on the project):

Adding a Role Using Phase Dates

Roles created in the Project Settings can be added to a project. If the project has phases, roles can be added to a project using phases.

0% Allocation

Some roles aren't necessarily required for a continuous period of time on a project. When a role is set to 0% allocation, this means that the role is not required on the project at that time. 

• For example, a Project Manager may be on a project for Pre-construction and Construction phases but there is a two-month gap between the phases due to a delay in permits.

0% allocation is set via Custom Range in the Customize Allocation window.

1. Select the required project.
2. In the Roles section, scroll to the requested role.
3. Click the edit pencil icon under the % column.
4. Click the three edit dots icon, which will open the Customize Allocation window.
5. Select Custom Range and create a custom range for the dates needed: 
6. Once the custom range has been created (November 1-20, 2021, in the ​following screenshot), click on the 100% allocation and change it to 0:
7. Click Save to confirm.

Using this method will help ensure accuracy with role counts.