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Resource Management reference › Resource Management classic › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Resource Allocation form

Use the Resource Allocation form to resource allocations.

FieldDescription
Start dateStart date for the resource allocation. The start and end dates must fall within the dates of the resource plan.
End dateEnd date for the resource allocation.
ResourceResource to be allocated. The lookup results are filtered by the group, role, or user selected on the resource plan.
Confirmed/Allocated hoursNumber of hours that the system confirms or allocates to the resource when the resource plan is confirmed or allocated. Confirmed and allocated hours roll up to the Confirmed/Allocated hours field on the resource plan.
FTE

Number of units for the full-time equivalent selection.

This option appears if you selected FTE for the Request type field on the resource plan.

Person Days

Number of units for the person days selection.

This option appears if you selected Person Days for the Request type field on the resource plan.

Planned cost

Planned cost of the resource.

Planned Cost = Planned hours * hourly rateThe hourly rate is derived from one of the following sources:

  • Resource rate from the resource plan, if the Rate override option is selected.
  • Rate model, if it is populated on the project or demand to which the resource plan is associated.
  • Labor rate card, if rate model is not available.
  • System property com.snc.time_card.default_rate if all the other conditions fail.

Planned costs roll up to the Planned cost field on the resource plan.

The field is not visible on the form by default. Configure the form to add this field if it is not visible.

Confirmed/Allocated cost

Cost of the resource.

Confirmed/Allocated Cost = Confirmed/Allocated hours * hourly rate

The hourly rate is derived from one of the following sources:

  • Resource rate from the resource plan, if the Rate override option is selected.
  • Rate model, if it is populated on the project or demand to which the resource plan is associated.
  • Labor rate card, if rate model is not available.
  • System property com.snc.time_card.default_rate if all the other conditions fail.

Confirmed and allocated costs roll up to the Confirmed/Allocated cost field on the resource plan.

The field is not visible on the form by default. Configure the form to add this field if it is not visible.

Confirmed/Allocated cost in demand currencyConfirmed/Allocated cost of a demand task in demand currency when the PPM Standard Multicurrency \(com.snc.ppm\_multicurrency\) plugin is activated and Demand Currency view is enabled.
Confirmed/Allocated cost in project currencyConfirmed/Allocated cost of a project task in project currency when the PPM Standard Multicurrency \(com.snc.ppm\_multicurrency\) plugin is activated and Project Currency view is enabled.

Parent Topic:Resource Management reference