Create requested allocations for a resource plan

Requested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, the resource requester can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.

Before you begin

Role required: resource_user

About this task

A requested allocation doesn’t have an allocation for a named resource. It only details the start date, end date, and the planned hours.

To specify the breakup of resource requirements for monthly or weekly Allocations types, you can modify the requested allocations. For example, if you've requested 100 hours of a resource from January to February, but you want 20 hours in January and 80 hours in February. You can specify these details on the Requested Allocations form.

Procedure

1. Navigate to All > Resource > Resource Plans > Planning or Rejected.

2. Open a resource plan.

3. In the Requested Allocations related list, select New.

4. On the Requested Allocation form, fill in the fields.

   For a description of the field values, see Requested Allocation form.

5. To save the record and return to the resource plan, select Submit.

Example

If a resource is requested from September 1 to Nov 30 for 360 hours, requested allocation records are created as follows:

• Case 1: Plan duration allocation type

  For a plan duration allocation type, the following requested allocation records would be created:

  Start date	End date	Planned hours
  Sep 01 (Resource plan start date)	Nov 30 (Resource plan end date)	360

• Case 2: Monthly allocation type

  For a monthly allocation type, hours are proportionally distributed based on working days as follows:

  • Total working days for the planned duration = 65 days
  • Hours to allocate per working day = 360/65 = 5 hours The following requested allocation records would be created:

  Start date	End date	No. of working days	Planned hours
  Sep 01	Sep 30	22	22 * 5 = 110
  Oct 01	Oct 31	21	21 * 5 = 105
  Nov 01	Nov 30	22	22 * 5 = 110

For a weekly allocation, requested allocation records created similar to monthly. Three allocation records, one for each month are created.

Parent Topic:Resource Management classic