The Fulfill Allocation Request dialog box allows the Resource Manager to allocate resources in response to a request submitted by the Project Manager.
The upper section of the header provides the following reminders regarding the selected project: Name (followed by the request’s Task when relevant), and Manager 1.
The user can access the dialog boxes for more information:
Cost Impacts | Opens the Cost Impacts popup, allowing the user to review the impacts of the request on the corresponding project’s cost. |
Project Brief | Opens the corresponding Project Brief dialog box. |
The following information regarding the Allocation Request is available in the header:
Organization & Job Classification | Indicates the Organization and Job Classification required for the Allocation. |
Skills | Indicates the Skills required for the Allocation. |
Suggested Resources | Displays the name of the suggested resource (if only one), or indicates that multiple resources have been suggested for the request. |
Planning | Indicates the Start and Finish dates for the request (i.e., the first and last dates for which the Requested Effort > 0). |
Priority | Indicates the level of priority for the Allocation Request (default value: 50). Note The lower the number, the more important the request. |
In addition to the Allocation Request Workflow State, the right-most section of the header provides the following tools:
 | Flag | Allows the user to mark the allocation as “flagged”. |
 | Notes | Indicates whether or not there are new notes, and opens the Notes dialog box. |
 | More | Provides access to the View Details command, which allows the user to access the read-only version of the Edit Allocation Request dialog box. |
 | Workflow Actions | Allows the user to modify the Workflow State Vote associated with the Allocation Request. |
The Request Details section displays the time-distributed Requested Effort at the top, along with the Gap, which represents the shift between the Allocated Effort and the Requested Effort for the request.
Colored indicators are provided to highlight the % shift between the Requested Effort and the Allocated Effort. The user can access the legend for the colored indicators by clicking on the Legend (
) button located in the bottom right corner of the view.
Colored Indicators are defined by the Administrator in the System Settings workspace, General Settings folder, Colored Indicators tab, Resource Utilization Preferences.
The following tools are available to manage Soft and Hard Allocations:
 | Add | For the Hard Allocations row, the user is prompted to select a resource to allocate. Once the selection is made, the newly allocated resource is directly added to the spreadsheet, wherein the user can enter the desired Allocated Effort. For the Soft Allocations row, the Edit Allocation dialog box is displayed for the user to define the Soft Allocation. |
 | Remove | Allows the user to delete the corresponding Allocation. When the Hard Allocation is deleted, the corresponding resource will be available in the “Matching Resources” section (when relevant). |
 | Edit | Opens the corresponding Edit Allocation dialog box. |
Upon activating the Remaining Capacity (
) display option, an additional row detailing the remaining availability of the resource will be displayed for each Hard Allocation.
The Matching Resources section allows the user to easily allocate resources that match the Allocation Request attributes, sorted into two categories: Suggested Resources (if the Allocation Request “Suggested Resources” field has been filled in) and Other Resources.
Above the list of matching resources, the following filtering options are available:
Organizations | Allows the user to display only Allocation Requests whose Organization has been selected. |
Job Classifications | Allows the user to only display Allocation Requests whose Job Classification has been selected. |
Skills | Allows the user to only display Allocation Requests whose Skills have been selected. |
Search | Allows the user to search for a specific Resource Name. |
Clicking on the Reset button on the right-hand side of the filters empties the fields.
The following tools are available to manage the Matching Resources:
 | Add | Allows the user to allocate the resource. If another resource is already allocated in response to the selected Request, the following options will be available:
|
Details | Opens a popup with the same content as that found in the Hard Allocations tab, Resource Details sub-tab, with the corresponding resource made current. | |
 | Brief | Opens the corresponding Resource Brief dialog box. |
The following indicators are displayed for each interval displayed:
 | Green | There is enough Resource Remaining Capacity to accommodate the Requested Effort. |
 | Amber | There is not enough Resource Remaining Capacity to accommodate the Requested Effort, so the resource can only partially fill in the gap. |
 | Red | The resource is overallocated for the period. |