Step-by-step guidance
Who can do this: Confirmed allocations require the relevant resource and project permissions.
Before you begin
- An active person and project
- Allocation dates and the expected percentage or weekly time
- A review of current commitments
Steps
- Open Resource Planning or project staffing.
- Choose the person and project, then enter the period and amount.
- Review overlap, leave, and capacity warnings.
- Save and inspect the updated person, project, and capacity views.
Expected result
The person’s capacity is reserved for the project and reflected across time-phased planning.
Next action
Review capacity for conflicts and adjust allocation or demand when needed.
Common problems
- A work assignment is not an allocation.
- Overlaps may be valid but need review.
- A missing schedule can distort available hours.