Resolving Allocation Issues

An issue indicates that a person exceeds 100% allocation on a given day. Bridgit Bench only presents active and upcoming issues.

 

Scenarios where an Issue indicator    will appear:

Example #1

The issue indicator will stop displaying once the issue is in the past, even if that specific allocation on the project is still active.

Joe is allocated as a Project Manager on:

• Project A at 100% from Jan 1 - July 31, 2024.

• Project B at 100% from June 1 - Dec 31, 2024.

An issue indicator will display for Joe on both projects until August 1, 2024, at which point no issues will be displayed on either project (even though Joe's role on Project B is still active).

 

Example #2

If a person is allocated to a role in non-consecutive segments, they might have an issue indicator displayed next to multiple allocations.

Jane is allocated as a Project Manager on:

• Project C at 100% from Jan 1 - Jan 31, 2024 (allocation 1) and then from Mar 1 - Mar 30, 2024 (allocation 2).
• Project D at 50% from Jan 1 - Dec 31, 2024.

Issue indicators will display for Jane on:

• Project C (allocation 1) until Feb 1, 2024.
• Project C (allocation 2) until April 1, 2024.
• Project D from Jan 1 - Jan 31, 2024 and Mar 1 - Mar 30, 2024.

 

Example #3

If a person is allocated to multiple roles on a project, they will have an issue indicator displayed if the total allocation percentages exceed 100%.

Bob is allocated to:

• Project E as PM from Jan 1 - July 31, 2024, at 50%.
• Project E as a PE from Jan 1 - Dec 31, 2024, at 50%.
• Project F as a PM from Jan 1 - Dec 31, 2024, at 50%.

A project indicator will display for Bob on:

• Project E (PM role) until Aug 1, 2024
• Project E (PE role) until Aug 1, 2024
• Project F (PM role) until Aug 1, 2024

 

Resolving allocation issues

Alissa is allocated at 100% to the Ivory Towers project from November 1, 2024 - Dec 31, 2026. She is also allocated at 100% to the Alaska Aerospace project from March 24, 2025 to August 1, 2025. However, Alissa will remain in Ivory Towers until the project ends. 

People List

The issue can be resolved by modifying the start or end dates of an allocation through the People List.

1. Ensure the Issues column is enabled by selecting the   icon.
2. Select the     icon in the column.
3. In the Assignments tab, view the projects with upcoming issues and the total allocations. 
4. Adjust the Start date, End date or Allocation %  by selecting the    icon to correct the issue. 

If an allocation issue can be resolved by removing someone from a project, select the    icon to do so.

 

People Gantt

The issue can be resolved by modifying the start or end dates of an allocation through the People Gantt.

1. 1. Select the orange section of the person's Gantt bar that displays the over-allocation. The dates in the window display the range of the over-allocation. 
   2. Select the project to open its Operations tab.
   3. Select the    icon to adjust the Allocation Start date, End date or Allocation % to correct the issue.

 

Custom Allocations

The issue can also be resolved by creating custom allocations.

From the example, Alissa's allocation issues can be resolved by creating the following custom allocation:

• Ivory Towers project from November 1, 2024 - March 23, 2025, at 100%
• Ivory Towers project from March 24, 2025 to August 1, 2025, at 25%
• Alaska Aerospace project from March 24, 2025 to August 1, 2025, at 75%
• Ivory Towers project from August 2, 2025 - Dec 31, 2026, at 100%