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
• People Profile
• Adding a Role Using Phase Dates
• 0% Allocation

Project List

1. Select the required project.
2. In the Operations tab, select the requested role.
3. Select the icon under the % column.
4. The allocation can be updated by changing the percentage or clicking the icon, which opens the Customize Allocation modal. 
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. Select Save to confirm.

Creating a custom allocation by monthly intervals, instead of phases, follows the same steps. Except, select Monthly under the Allocation breakdown.

Project Gantt

1. With View Roles enabled in the Gantt settings, select the icon that appears when hovering over a role.
2. This will open the role modal for that project. 
3. Select the icon in the Allocation % section
4. In the Customize Allocation modal, select the Allocation breakdown - custom range, monthly, or weekly.
   • Allocation breakdown by Phases will be an option if the project has phases.
5. Modify the allocation values accordingly.
6. Select Save to confirm.

People Profile

1. Under the Projects tab, select the icon under the % column.
2. Select the icon to customize.
3. In the Customize Allocation modal, select the Allocation breakdown - custom range, monthly, or weekly.
4. Modify the allocation values accordingly.
5. Select Save to confirm.

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 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. Select the  icon under the % column.
4. Select the 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, change the % allocation in the far right column to 0: 
7. Click Save to confirm.

Using this method will help ensure accuracy with role counts.